Advisors Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.78M | Buy |
28,521
+2,259
| +9% | +$616K | 0.11% | 169 |
|
|
2025
Q1 | $7.05M | Buy |
26,262
+15,985
| +156% | +$4.29M | 0.11% | 168 |
|
|
2024
Q4 | $3.44M | Buy |
10,277
+299
| +3% | +$100K | 0.05% | 219 |
|
|
2024
Q3 | $2.73M | Buy |
9,978
+234
| +2% | +$64K | 0.04% | 231 |
|
|
2024
Q2 | $2.51M | Buy |
9,744
+5,476
| +128% | +$1.41M | 0.04% | 237 |
|
|
2024
Q1 | $1.29M | Buy |
4,268
+574
| +16% | +$173K | 0.02% | 270 |
|
|
2023
Q4 | $972K | Buy |
3,694
+92
| +3% | +$24.2K | 0.02% | 290 |
|
|
2023
Q3 | $730K | Buy |
3,602
+2,521
| +233% | +$511K | 0.02% | 273 |
|
|
2023
Q2 | $228K | Buy |
+1,081
| New | +$228K | 0.01% | 398 |
|
|
2022
Q3 | – | Sell |
-2,663
| Closed | -$440K | – | 461 |
|
|
2022
Q2 | $440K | Sell |
2,663
-606
| -19% | -$100K | 0.01% | 309 |
|
|
2022
Q1 | $694K | Sell |
3,269
-724
| -18% | -$154K | 0.02% | 278 |
|
|
2021
Q4 | $1.02M | Buy |
3,993
+2,073
| +108% | +$527K | 0.03% | 249 |
|
|
2021
Q3 | $521K | Buy |
1,920
+113
| +6% | +$30.7K | 0.02% | 294 |
|
|
2021
Q2 | $441K | Buy |
1,807
+139
| +8% | +$33.9K | 0.01% | 294 |
|
|
2021
Q1 | $353K | Buy |
1,668
+20
| +1% | +$4.23K | 0.01% | 295 |
|
|
2020
Q4 | $366K | Buy |
1,648
+91
| +6% | +$20.2K | 0.01% | 278 |
|
|
2020
Q3 | $392K | Buy |
1,557
+303
| +24% | +$76.3K | 0.02% | 251 |
|
|
2020
Q2 | $235K | Buy |
+1,254
| New | +$235K | 0.01% | 272 |
|
|
2020
Q1 | – | Sell |
-1,347
| Closed | -$219K | – | 286 |
|
|
2019
Q4 | $219K | Buy |
+1,347
| New | +$219K | 0.01% | 309 |
|