SIA
Soltis Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Buy |
3,528
+732
| +26% | +$200K | 0.08% | 175 |
|
|
2025
Q1 | $750K | Buy |
2,796
+303
| +12% | +$81.3K | 0.07% | 193 |
|
|
2024
Q4 | $834K | Sell |
2,493
-434
| -15% | -$145K | 0.08% | 181 |
|
|
2024
Q3 | $801K | Sell |
2,927
-187
| -6% | -$51.2K | 0.08% | 171 |
|
|
2024
Q2 | $801K | Sell |
3,114
-20,326
| -87% | -$5.23M | 0.08% | 160 |
|
|
2024
Q1 | $7.06M | Sell |
23,440
-793
| -3% | -$239K | 0.79% | 32 |
|
|
2023
Q4 | $6.38M | Buy |
24,233
+21,612
| +825% | +$5.69M | 0.72% | 34 |
|
|
2023
Q3 | $531K | Buy |
2,621
+212
| +9% | +$43K | 0.07% | 168 |
|
|
2023
Q2 | $509K | Buy |
2,409
+691
| +40% | +$146K | 0.06% | 169 |
|
|
2023
Q1 | $343K | Sell |
1,718
-44
| -2% | -$8.79K | 0.04% | 198 |
|
|
2022
Q4 | $234K | Buy |
+1,762
| New | +$234K | 0.03% | 224 |
|
|
2022
Q2 | – | Sell |
-1,133
| Closed | -$240K | – | 248 |
|
|
2022
Q1 | $240K | Buy |
1,133
+66
| +6% | +$14K | 0.03% | 223 |
|
|
2021
Q4 | $271K | Buy |
1,067
+3
| +0.3% | +$762 | 0.04% | 218 |
|
|
2021
Q3 | $289K | Buy |
1,064
+52
| +5% | +$14.1K | 0.04% | 197 |
|
|
2021
Q2 | $247K | Buy |
1,012
+29
| +3% | +$7.08K | 0.04% | 219 |
|
|
2021
Q1 | $208K | Sell |
983
-1,212
| -55% | -$256K | 0.04% | 204 |
|
|
2020
Q4 | $488K | Buy |
+2,195
| New | +$488K | 0.09% | 143 |
|
|
2020
Q3 | – | Sell |
-3,425
| Closed | -$642K | – | 202 |
|
|
2020
Q2 | $642K | Buy |
+3,425
| New | +$642K | 0.17% | 96 |
|