TNA
True North Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
10,663
-892
| -8% | -$243K | 0.56% | 39 |
|
|
2025
Q1 | $3.1M | Sell |
11,555
-2,394
| -17% | -$642K | 0.55% | 37 |
|
|
2024
Q4 | $4.66M | Buy |
13,949
+12,146
| +674% | +$4.06M | 1.1% | 12 |
|
|
2024
Q3 | $493K | Sell |
1,803
-18
| -1% | -$4.93K | 0.13% | 100 |
|
|
2024
Q2 | $468K | Sell |
1,821
-67
| -4% | -$17.2K | 0.13% | 111 |
|
|
2024
Q1 | $569K | Sell |
1,888
-208
| -10% | -$62.6K | 0.16% | 103 |
|
|
2023
Q4 | $552K | Buy |
2,096
+413
| +25% | +$109K | 0.14% | 97 |
|
|
2023
Q3 | $341K | Buy |
1,683
+9
| +0.5% | +$1.83K | 0.11% | 131 |
|
|
2023
Q2 | $354K | Buy |
1,674
+239
| +17% | +$50.5K | 0.1% | 147 |
|
|
2023
Q1 | $287K | Buy |
+1,435
| New | +$287K | 0.08% | 163 |
|
|
2022
Q4 | – | Sell |
-1,434
| Closed | -$206K | – | 175 |
|
|
2022
Q3 | $206K | Sell |
1,434
-369
| -20% | -$53K | 0.07% | 168 |
|
|
2022
Q2 | $297K | Buy |
1,803
+122
| +7% | +$20.1K | 0.09% | 146 |
|
|
2022
Q1 | $356K | Sell |
1,681
-701
| -29% | -$148K | 0.1% | 148 |
|
|
2021
Q4 | $605K | Buy |
2,382
+100
| +4% | +$25.4K | 0.1% | 143 |
|
|
2021
Q3 | $618K | Buy |
2,282
+673
| +42% | +$182K | 0.12% | 136 |
|
|
2021
Q2 | $393K | Buy |
1,609
+100
| +7% | +$24.4K | 0.08% | 165 |
|
|
2021
Q1 | $319K | Sell |
1,509
-327
| -18% | -$69.1K | 0.08% | 161 |
|
|
2020
Q4 | $408K | Buy |
1,836
+19
| +1% | +$4.22K | 0.1% | 136 |
|
|
2020
Q3 | $456K | Buy |
1,817
+187
| +11% | +$46.9K | 0.13% | 120 |
|
|
2020
Q2 | $305K | Sell |
1,630
-35
| -2% | -$6.55K | 0.07% | 150 |
|
|
2020
Q1 | $239K | Buy |
1,665
+50
| +3% | +$7.18K | 0.08% | 106 |
|
|
2019
Q4 | $262K | Buy |
+1,615
| New | +$262K | 0.07% | 89 |
|