Tectonic Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,477
| Closed | -$894K | – | 306 |
|
|
2024
Q2 | $894K | Buy |
3,477
+27
| +0.8% | +$6.94K | 0.06% | 166 |
|
|
2024
Q1 | $1.04M | Hold |
3,450
| – | – | 0.08% | 138 |
|
|
2023
Q4 | $908K | Sell |
3,450
-19
| -0.5% | -$5K | 0.08% | 141 |
|
|
2023
Q3 | $703K | Sell |
3,469
-15
| -0.4% | -$3.04K | 0.07% | 153 |
|
|
2023
Q2 | $736K | Sell |
3,484
-1,057
| -23% | -$223K | 0.09% | 150 |
|
|
2023
Q1 | $907K | Sell |
4,541
-1
| -0% | -$200 | 0.12% | 115 |
|
|
2022
Q4 | $602K | Buy |
4,542
+630
| +16% | +$83.5K | 0.09% | 146 |
|
|
2022
Q3 | $563K | Hold |
3,912
| – | – | 0.1% | 127 |
|
|
2022
Q2 | $646K | Buy |
3,912
+19
| +0.5% | +$3.14K | 0.12% | 117 |
|
|
2022
Q1 | $826K | Hold |
3,893
| – | – | 0.14% | 107 |
|
|
2021
Q4 | $990K | Hold |
3,893
| – | – | 0.18% | 82 |
|
|
2021
Q3 | $1.06M | Buy |
3,893
+15
| +0.4% | +$4.07K | 0.21% | 64 |
|
|
2021
Q2 | $947K | Sell |
3,878
-670
| -15% | -$164K | 0.2% | 70 |
|
|
2021
Q1 | $964K | Buy |
4,548
+596
| +15% | +$126K | 0.24% | 65 |
|
|
2020
Q4 | $879K | Buy |
+3,952
| New | +$879K | 0.24% | 71 |
|