Strategic Advocates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+757
| New | +$207K | 0.06% | 122 |
|
|
2024
Q4 | – | Sell |
-1,584
| Closed | -$434K | – | 114 |
|
|
2024
Q3 | $434K | Sell |
1,584
-9,359
| -86% | -$2.56M | 0.16% | 81 |
|
|
2024
Q2 | $2.81M | Buy |
10,943
+863
| +9% | +$222K | 1.12% | 19 |
|
|
2024
Q1 | $3.04M | Buy |
10,080
+3,446
| +52% | +$1.04M | 1.17% | 18 |
|
|
2023
Q4 | $1.75M | Buy |
6,634
+414
| +7% | +$109K | 0.74% | 28 |
|
|
2023
Q3 | $1.26M | Buy |
+6,220
| New | +$1.26M | 0.59% | 36 |
|