UIA
Ulland Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84K | Hold |
309
| – | – | 0.06% | 93 |
|
|
2025
Q1 | $83K | Hold |
309
| – | – | 0.07% | 92 |
|
|
2024
Q4 | $103K | Hold |
309
| – | – | 0.07% | 80 |
|
|
2024
Q3 | $85K | Sell |
309
-250
| -45% | -$68.8K | 0.06% | 91 |
|
|
2024
Q2 | $144K | Sell |
559
-103
| -16% | -$26.5K | 0.1% | 68 |
|
|
2024
Q1 | $199K | Buy |
662
+656
| +10,933% | +$197K | 0.16% | 62 |
|
|
2023
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 185 |
|
|
2023
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 202 |
|
|
2023
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 203 |
|
|
2023
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 193 |
|
|
2022
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 202 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 205 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 233 |
|
|
2022
Q1 | $1K | Sell |
6
-44
| -88% | -$7.33K | ﹤0.01% | 250 |
|
|
2021
Q4 | $13K | Buy |
+50
| New | +$13K | 0.01% | 166 |
|