SEIA
Signature Estate & Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.8M | Buy |
274,295
+16,370
| +6% | +$4.46M | 1.72% | 16 |
|
|
2025
Q1 | $69.2M | Buy |
257,925
+52,536
| +26% | +$14.1M | 1.82% | 12 |
|
|
2024
Q4 | $68.7M | Sell |
205,389
-15,454
| -7% | -$5.17M | 1.72% | 14 |
|
|
2024
Q3 | $60.4M | Buy |
220,843
+31,099
| +16% | +$8.51M | 1.39% | 23 |
|
|
2024
Q2 | $48.8M | Buy |
189,744
+11,805
| +7% | +$3.04M | 1.22% | 28 |
|
|
2024
Q1 | $53.6M | Sell |
177,939
-16,195
| -8% | -$4.88M | 1.51% | 19 |
|
|
2023
Q4 | $51.1M | Buy |
+194,134
| New | +$51.1M | 1.5% | 18 |
|
|
2016
Q4 | – | Sell |
-2,336
| Closed | -$167K | – | 159 |
|
|
2016
Q3 | $167K | Sell |
2,336
-232
| -9% | -$16.6K | 0.02% | 128 |
|
|
2016
Q2 | $204K | Sell |
2,568
-1,955
| -43% | -$155K | 0.03% | 112 |
|
|
2016
Q1 | $334K | Sell |
4,523
-149,112
| -97% | -$11M | 0.05% | 89 |
|
|
2015
Q4 | $12M | Buy |
153,635
+10,968
| +8% | +$860K | 2.08% | 19 |
|
|
2015
Q3 | $9.91M | Buy |
+142,667
| New | +$9.91M | 2.07% | 19 |
|