TCA
Transcend Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
5,704
+265
| +5% | +$72.3K | 0.12% | 165 |
|
|
2025
Q1 | $1.46M | Sell |
5,439
-761
| -12% | -$204K | 0.1% | 198 |
|
|
2024
Q4 | $2.07M | Sell |
6,200
-7,103
| -53% | -$2.37M | 0.15% | 151 |
|
|
2024
Q3 | $3.64M | Sell |
13,303
-83
| -0.6% | -$22.7K | 0.24% | 102 |
|
|
2024
Q2 | $3.44M | Sell |
13,386
-109
| -0.8% | -$28K | 0.25% | 97 |
|
|
2024
Q1 | $4.06M | Buy |
13,495
+255
| +2% | +$76.8K | 0.33% | 75 |
|
|
2023
Q4 | $3.48M | Buy |
13,240
+337
| +3% | +$88.7K | 0.31% | 77 |
|
|
2023
Q3 | $2.62M | Sell |
12,903
-305
| -2% | -$61.8K | 0.26% | 87 |
|
|
2023
Q2 | $2.79M | Sell |
13,208
-1,072
| -8% | -$226K | 0.27% | 89 |
|
|
2023
Q1 | $2.85M | Sell |
14,280
-2,086
| -13% | -$417K | 0.3% | 84 |
|
|
2022
Q4 | $2.17M | Sell |
16,366
-553
| -3% | -$73.3K | 0.24% | 107 |
|
|
2022
Q3 | $2.43M | Buy |
16,919
+244
| +1% | +$35.1K | 0.27% | 97 |
|
|
2022
Q2 | $2.75M | Buy |
16,675
+2,293
| +16% | +$378K | 0.29% | 92 |
|
|
2022
Q1 | $3.05M | Buy |
14,382
+817
| +6% | +$173K | 0.27% | 93 |
|
|
2021
Q4 | $3.45M | Buy |
13,565
+1,735
| +15% | +$441K | 0.3% | 85 |
|
|
2021
Q3 | $3.49M | Buy |
+11,830
| New | +$3.49M | 0.31% | 83 |
|
|
2021
Q2 | – | Sell |
-9,158
| Closed | -$1.94M | – | 339 |
|
|
2021
Q1 | $1.94M | Sell |
9,158
-112
| -1% | -$23.7K | 0.23% | 110 |
|
|
2020
Q4 | $2.06M | Buy |
9,270
+3
| +0% | +$668 | 0.27% | 99 |
|
|
2020
Q3 | $2.33M | Buy |
+9,267
| New | +$2.33M | 0.42% | 60 |
|
|
2020
Q2 | – | Sell |
-3,770
| Closed | -$548K | – | 135 |
|
|
2020
Q1 | $548K | Buy |
3,770
+259
| +7% | +$37.6K | 0.16% | 132 |
|
|
2019
Q4 | $571K | Buy |
+3,511
| New | +$571K | 0.15% | 138 |
|