Adero Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $631K | Sell |
2,351
-623
| -21% | -$167K | 0.04% | 114 |
|
|
2024
Q4 | $994K | Buy |
2,974
+83
| +3% | +$27.8K | 0.06% | 86 |
|
|
2024
Q3 | $791K | Sell |
2,891
-1,501
| -34% | -$411K | 0.05% | 94 |
|
|
2024
Q2 | $1.13M | Buy |
4,392
+58
| +1% | +$14.9K | 0.08% | 72 |
|
|
2024
Q1 | $1.31M | Sell |
4,334
-133
| -3% | -$40.1K | 0.1% | 73 |
|
|
2023
Q4 | $1.18M | Buy |
4,467
+1,259
| +39% | +$331K | 0.1% | 72 |
|
|
2023
Q3 | $650K | Buy |
3,208
+815
| +34% | +$165K | 0.06% | 91 |
|
|
2023
Q2 | $506K | Sell |
2,393
-676
| -22% | -$143K | 0.05% | 99 |
|
|
2023
Q1 | $613K | Buy |
3,069
+346
| +13% | +$69.1K | 0.07% | 90 |
|
|
2022
Q4 | $361K | Sell |
2,723
-218
| -7% | -$28.9K | 0.04% | 117 |
|
|
2022
Q3 | $472K | Buy |
2,941
+56
| +2% | +$8.99K | 0.06% | 94 |
|
|
2022
Q2 | $472K | Buy |
2,885
+379
| +15% | +$62K | 0.07% | 91 |
|
|
2022
Q1 | $532K | Sell |
2,506
-9
| -0.4% | -$1.91K | 0.08% | 85 |
|
|
2021
Q4 | $639K | Sell |
2,515
-2,889
| -53% | -$734K | 0.1% | 81 |
|
|
2021
Q3 | $1.47M | Buy |
5,404
+4,460
| +472% | +$1.21M | 0.26% | 46 |
|
|
2021
Q2 | $231K | Buy |
+944
| New | +$231K | 0.05% | 127 |
|
|
2021
Q1 | – | Sell |
-910
| Closed | -$203K | – | 116 |
|
|
2020
Q4 | $203K | Sell |
910
-773
| -46% | -$172K | 0.17% | 78 |
|
|
2020
Q3 | $423K | Sell |
1,683
-9
| -0.5% | -$2.26K | 0.34% | 54 |
|
|
2020
Q2 | $317K | Sell |
1,692
-178
| -10% | -$33.3K | 0.33% | 53 |
|
|
2020
Q1 | $269K | Buy |
1,870
+340
| +22% | +$48.9K | 0.45% | 50 |
|
|
2019
Q4 | $249K | Buy |
+1,530
| New | +$249K | 0.28% | 66 |
|