SCA
St. Clair Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Hold |
5,274
| – | – | 0.38% | 38 |
|
|
2025
Q1 | $1.42M | Hold |
5,274
| – | – | 0.4% | 39 |
|
|
2024
Q4 | $1.76M | Buy |
5,274
+80
| +2% | +$26.7K | 0.51% | 33 |
|
|
2024
Q3 | $1.42M | Sell |
5,194
-200
| -4% | -$54.7K | 0.4% | 37 |
|
|
2024
Q2 | $1.39M | Buy |
5,394
+3,047
| +130% | +$783K | 0.44% | 32 |
|
|
2024
Q1 | $707K | Buy |
2,347
+200
| +9% | +$60.2K | 0.23% | 52 |
|
|
2023
Q4 | $565K | Hold |
2,147
| – | – | 0.19% | 60 |
|
|
2023
Q3 | $435K | Buy |
2,147
+147
| +7% | +$29.8K | 0.17% | 63 |
|
|
2023
Q2 | $423K | Hold |
2,000
| – | – | 0.16% | 63 |
|
|
2023
Q1 | $400K | Buy |
+2,000
| New | +$400K | 0.17% | 67 |
|