SA
Strategic Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Sell |
9,868
-401
| -4% | -$109K | 0.53% | 41 |
|
|
2025
Q1 | $2.76M | Sell |
10,269
-15,261
| -60% | -$4.1M | 0.53% | 39 |
|
|
2024
Q4 | $8.54M | Buy |
25,530
+222
| +0.9% | +$74.2K | 1.54% | 15 |
|
|
2024
Q3 | $6.93M | Sell |
25,308
-2
| -0% | -$547 | 1.29% | 19 |
|
|
2024
Q2 | $6.51M | Sell |
25,310
-2,127
| -8% | -$547K | 1.26% | 19 |
|
|
2024
Q1 | $8.26M | Sell |
27,437
-496
| -2% | -$149K | 1.63% | 15 |
|
|
2023
Q4 | $7.35M | Buy |
27,933
+2
| +0% | +$526 | 1.39% | 17 |
|
|
2023
Q3 | $5.66M | Buy |
27,931
+658
| +2% | +$133K | 1.12% | 24 |
|
|
2023
Q2 | $5.76M | Sell |
27,273
-104
| -0.4% | -$22K | 1.1% | 22 |
|
|
2023
Q1 | $5.47M | Sell |
27,377
-510
| -2% | -$102K | 1.11% | 25 |
|
|
2022
Q4 | $3.7M | Sell |
27,887
-651
| -2% | -$86.3K | 0.82% | 31 |
|
|
2022
Q3 | $4.1M | Sell |
28,538
-852
| -3% | -$123K | 0.91% | 28 |
|
|
2022
Q2 | $4.85M | Sell |
29,390
-722
| -2% | -$119K | 1.01% | 29 |
|
|
2022
Q1 | $6.39M | Buy |
30,112
+2,314
| +8% | +$491K | 1.11% | 25 |
|
|
2021
Q4 | $7.06M | Buy |
27,798
+5,689
| +26% | +$1.45M | 1% | 25 |
|
|
2021
Q3 | $6M | Buy |
22,109
+7,335
| +50% | +$1.99M | 1.29% | 18 |
|
|
2021
Q2 | $3.61M | Buy |
14,774
+1,006
| +7% | +$246K | 0.94% | 22 |
|
|
2021
Q1 | $2.92M | Buy |
13,768
+536
| +4% | +$114K | 0.85% | 25 |
|
|
2020
Q4 | $2.88M | Buy |
13,232
+2,702
| +26% | +$589K | 0.83% | 24 |
|
|
2020
Q3 | $2.65M | Buy |
10,530
+885
| +9% | +$223K | 0.89% | 27 |
|
|
2020
Q2 | $1.85M | Buy |
9,645
+85
| +0.9% | +$16.3K | 0.69% | 30 |
|
|
2020
Q1 | $1.45M | Sell |
9,560
-458
| -5% | -$69.2K | 0.63% | 39 |
|
|
2019
Q4 | $1.63M | Buy |
10,018
+4,535
| +83% | +$737K | 0.57% | 52 |
|
|
2019
Q3 | $814K | Buy |
5,483
+305
| +6% | +$45.3K | 0.31% | 80 |
|
|
2019
Q2 | $785K | Buy |
5,178
+246
| +5% | +$37.3K | 0.3% | 72 |
|
|
2019
Q1 | $781K | Buy |
4,932
+1,137
| +30% | +$180K | 0.3% | 74 |
|
|
2018
Q4 | $520K | Hold |
3,795
| – | – | 0.23% | 82 |
|
|
2018
Q3 | $604K | Buy |
3,795
+519
| +16% | +$82.6K | 0.22% | 90 |
|
|
2018
Q2 | $447K | Buy |
3,276
+1,529
| +88% | +$209K | 0.18% | 102 |
|
|
2018
Q1 | $203K | Buy |
+1,747
| New | +$203K | 0.08% | 130 |
|