TA
TKG Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,287
| Closed | -$3.7M | – | 101 |
|
|
2024
Q1 | $3.7M | Sell |
12,287
-1,425
| -10% | -$429K | 2.06% | 14 |
|
|
2023
Q4 | $3.61M | Sell |
13,712
-95
| -0.7% | -$25K | 2.15% | 15 |
|
|
2023
Q3 | $2.8M | Sell |
13,807
-228
| -2% | -$46.2K | 1.86% | 17 |
|
|
2023
Q2 | $2.97M | Buy |
+14,035
| New | +$2.97M | 1.93% | 17 |
|
|
2022
Q2 | – | Sell |
-2,206
| Closed | -$468K | – | 72 |
|
|
2022
Q1 | $468K | Sell |
2,206
-2,037
| -48% | -$432K | 0.37% | 63 |
|
|
2021
Q4 | $1.08M | Buy |
+4,243
| New | +$1.08M | 0.85% | 40 |
|