SkyView Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+806
| New | +$220K | 0.03% | 256 |
|
|
2023
Q4 | – | Sell |
-148
| Closed | -$30K | – | 227 |
|
|
2023
Q3 | $30K | Sell |
148
-1,732
| -92% | -$351K | 0.01% | 304 |
|
|
2023
Q2 | $444K | Sell |
1,880
-144
| -7% | -$34K | 0.11% | 241 |
|
|
2023
Q1 | $404K | Buy |
2,024
+22
| +1% | +$4.39K | 0.09% | 254 |
|
|
2022
Q4 | $265K | Sell |
2,002
-188
| -9% | -$24.9K | 0.08% | 292 |
|
|
2022
Q3 | $315K | Buy |
2,190
+51
| +2% | +$7.34K | 0.09% | 299 |
|
|
2022
Q2 | $353K | Sell |
2,139
-39
| -2% | -$6.44K | 0.09% | 286 |
|
|
2022
Q1 | $376K | Sell |
2,178
-1,981
| -48% | -$342K | 0.09% | 292 |
|
|
2021
Q4 | $915K | Buy |
4,159
+1,105
| +36% | +$243K | 0.21% | 132 |
|
|
2021
Q3 | $828K | Buy |
3,054
+29
| +1% | +$7.86K | 0.23% | 117 |
|
|
2021
Q2 | $641K | Hold |
3,025
| – | – | 0.3% | 82 |
|
|
2021
Q1 | $641K | Buy |
3,025
+1,400
| +86% | +$297K | 0.28% | 85 |
|
|
2020
Q4 | $362K | Buy |
+1,625
| New | +$362K | 0.17% | 122 |
|