Advisornet Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Sell |
2,591
-49
| -2% | -$13.4K | 0.05% | 300 |
|
|
2025
Q1 | $708K | Buy |
2,640
+106
| +4% | +$28.4K | 0.05% | 278 |
|
|
2024
Q4 | $847K | Buy |
2,534
+18
| +0.7% | +$6.02K | 0.07% | 230 |
|
|
2024
Q3 | $689K | Buy |
2,516
+139
| +6% | +$38K | 0.05% | 272 |
|
|
2024
Q2 | $611K | Sell |
2,377
-73
| -3% | -$18.8K | 0.06% | 269 |
|
|
2024
Q1 | $738K | Sell |
2,450
-406
| -14% | -$122K | 0.07% | 247 |
|
|
2023
Q4 | $752K | Buy |
2,856
+162
| +6% | +$42.6K | 0.07% | 261 |
|
|
2023
Q3 | $546K | Buy |
2,694
+287
| +12% | +$58.2K | 0.05% | 288 |
|
|
2023
Q2 | $509K | Sell |
2,407
-175
| -7% | -$37K | 0.04% | 305 |
|
|
2023
Q1 | $516K | Buy |
2,582
+184
| +8% | +$36.8K | 0.05% | 291 |
|
|
2022
Q4 | $318K | Sell |
2,398
-148
| -6% | -$19.6K | 0.03% | 382 |
|
|
2022
Q3 | $366K | Sell |
2,546
-620
| -20% | -$89.1K | 0.04% | 378 |
|
|
2022
Q2 | $523K | Sell |
3,166
-96
| -3% | -$15.9K | 0.05% | 303 |
|
|
2022
Q1 | $693K | Buy |
3,262
+53
| +2% | +$11.3K | 0.04% | 311 |
|
|
2021
Q4 | $816K | Sell |
3,209
-137
| -4% | -$34.8K | 0.05% | 307 |
|
|
2021
Q3 | $908K | Buy |
3,346
+868
| +35% | +$236K | 0.06% | 249 |
|
|
2021
Q2 | $605K | Sell |
2,478
-292
| -11% | -$71.3K | 0.04% | 352 |
|
|
2021
Q1 | $587K | Sell |
2,770
-39
| -1% | -$8.27K | 0.04% | 339 |
|
|
2020
Q4 | $625K | Sell |
2,809
-169
| -6% | -$37.6K | 0.05% | 302 |
|
|
2020
Q3 | $748K | Sell |
2,978
-292
| -9% | -$73.3K | 0.06% | 262 |
|
|
2020
Q2 | $613K | Buy |
3,270
+3
| +0.1% | +$562 | 0.05% | 301 |
|
|
2020
Q1 | $470K | Sell |
3,267
-1,215
| -27% | -$175K | 0.04% | 317 |
|
|
2019
Q4 | $729K | Sell |
4,482
-949
| -17% | -$154K | 0.06% | 266 |
|
|
2019
Q3 | $806K | Buy |
5,431
+875
| +19% | +$130K | 0.07% | 242 |
|
|
2019
Q2 | $691K | Buy |
4,556
+2,966
| +187% | +$450K | 0.08% | 256 |
|
|
2019
Q1 | $252K | Buy |
1,590
+792
| +99% | +$126K | 0.03% | 390 |
|
|
2018
Q4 | $109K | Buy |
798
+490
| +159% | +$66.9K | 0.02% | 499 |
|
|
2018
Q3 | $49K | Sell |
308
-65
| -17% | -$10.3K | 0.01% | 723 |
|
|
2018
Q2 | $51K | Buy |
373
+65
| +21% | +$8.89K | 0.01% | 694 |
|
|
2018
Q1 | $36K | Buy |
308
+100
| +48% | +$11.7K | 0.01% | 778 |
|
|
2017
Q4 | $21K | Buy |
+208
| New | +$21K | ﹤0.01% | 847 |
|