Advisor Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.27M | Buy |
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|
2022
Q1 | $5.37M | Buy |
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|
2021
Q4 | $5.84M | Sell |
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|
2021
Q3 | $6.84M | Sell |
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|
2021
Q2 | $6.21M | Buy |
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|
2021
Q1 | $5.28M | Sell |
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|
2020
Q4 | $5.82M | Sell |
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|
2020
Q3 | $6.67M | Buy |
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|
2020
Q2 | $4.79M | Buy |
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|
2020
Q1 | $3.43M | Buy |
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|
2019
Q4 | $3.47M | Buy |
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|
2019
Q3 | $2.63M | Buy |
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|
2019
Q2 | $2.51M | Buy |
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|
2019
Q1 | $2.56M | Sell |
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|
2018
Q4 | $2.24M | Buy |
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|
2018
Q3 | $1.85M | Buy |
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|
2018
Q2 | $1.47M | Buy |
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|
2018
Q1 | $1.17M | Buy |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $811K | Buy |
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|
2017
Q2 | $732K | Buy |
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|
2017
Q1 | $673K | Buy |
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|
2016
Q4 | $430K | Sell |
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|
2016
Q3 | $448K | Sell |
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|
2016
Q2 | $557K | Buy |
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|
2016
Q1 | $459K | Buy |
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|
2015
Q4 | $440K | Buy |
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|
2015
Q3 | $380K | Sell |
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|
2015
Q2 | $416K | Buy |
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|
2015
Q1 | $302K | Buy |
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|
2014
Q4 | $238K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $248K | Buy |
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|
2014
Q1 | $229K | Buy |
|