SIA
Strategic Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Sell |
1,538
-2,392
| -61% | -$652K | 0.04% | 177 |
|
|
2025
Q1 | $1.05M | Sell |
3,930
-240
| -6% | -$64.4K | 0.11% | 100 |
|
|
2024
Q4 | $1.39M | Sell |
4,170
-508
| -11% | -$170K | 0.15% | 81 |
|
|
2024
Q3 | $1.28M | Sell |
4,678
-154
| -3% | -$42.1K | 0.14% | 90 |
|
|
2024
Q2 | $1.24M | Sell |
4,832
-161
| -3% | -$41.4K | 0.15% | 90 |
|
|
2024
Q1 | $1.5M | Buy |
4,993
+39
| +0.8% | +$11.7K | 0.19% | 74 |
|
|
2023
Q4 | $1.3M | Sell |
4,954
-262
| -5% | -$68.9K | 0.19% | 75 |
|
|
2023
Q3 | $1.06M | Sell |
5,216
-90
| -2% | -$18.3K | 0.17% | 88 |
|
|
2023
Q2 | $1.12M | Buy |
5,306
+3,477
| +190% | +$735K | 0.16% | 68 |
|
|
2023
Q1 | $365K | Buy |
1,829
+282
| +18% | +$56.3K | 0.07% | 181 |
|
|
2022
Q4 | $205K | Buy |
+1,547
| New | +$205K | 0.04% | 224 |
|
|
2022
Q3 | – | Sell |
-1,233
| Closed | -$203K | – | 183 |
|
|
2022
Q2 | $203K | Buy |
+1,233
| New | +$203K | 0.04% | 203 |
|