Allworth Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
52,645
+26,203
| +99% | +$7.15M | 0.07% | 157 |
|
|
2025
Q1 | $7M | Buy |
26,442
+3,624
| +16% | +$959K | 0.04% | 226 |
|
|
2024
Q4 | $7.59M | Buy |
22,818
+1,153
| +5% | +$384K | 0.04% | 204 |
|
|
2024
Q3 | $5.93M | Sell |
21,665
-1,495
| -6% | -$409K | 0.04% | 189 |
|
|
2024
Q2 | $5.74M | Buy |
23,160
+3,131
| +16% | +$775K | 0.04% | 197 |
|
|
2024
Q1 | $6.03M | Buy |
20,029
+4,834
| +32% | +$1.46M | 0.04% | 175 |
|
|
2023
Q4 | $4M | Buy |
15,195
+1,562
| +11% | +$411K | 0.03% | 213 |
|
|
2023
Q3 | $2.76M | Buy |
13,633
+440
| +3% | +$89.2K | 0.02% | 239 |
|
|
2023
Q2 | $2.79M | Buy |
13,193
+5,336
| +68% | +$1.13M | 0.02% | 243 |
|
|
2023
Q1 | $1.57M | Buy |
7,857
+2,233
| +40% | +$446K | 0.02% | 292 |
|
|
2022
Q4 | $746K | Sell |
5,624
-2,147
| -28% | -$285K | 0.01% | 387 |
|
|
2022
Q3 | $1.12M | Sell |
7,771
-1,490
| -16% | -$214K | 0.01% | 307 |
|
|
2022
Q2 | $1.53M | Buy |
9,261
+4,839
| +109% | +$798K | 0.02% | 253 |
|
|
2022
Q1 | $939K | Buy |
4,422
+439
| +11% | +$93.2K | 0.01% | 315 |
|
|
2021
Q4 | $1.01M | Buy |
3,983
+201
| +5% | +$51.1K | 0.01% | 282 |
|
|
2021
Q3 | $1.03M | Buy |
3,782
+1,063
| +39% | +$288K | 0.02% | 233 |
|
|
2021
Q2 | $664K | Buy |
2,719
+14
| +0.5% | +$3.42K | 0.01% | 227 |
|
|
2021
Q1 | $573K | Buy |
2,705
+250
| +10% | +$53K | 0.01% | 225 |
|
|
2020
Q4 | $546K | Buy |
2,455
+448
| +22% | +$99.6K | 0.01% | 166 |
|
|
2020
Q3 | $504K | Sell |
2,007
-58
| -3% | -$14.6K | 0.02% | 151 |
|
|
2020
Q2 | $387K | Hold |
2,065
| – | – | 0.01% | 171 |
|
|
2020
Q1 | $297K | Buy |
2,065
+7
| +0.3% | +$1.01K | 0.01% | 198 |
|
|
2019
Q4 | $335K | Hold |
2,058
| – | – | 0.01% | 144 |
|
|
2019
Q3 | $305K | Hold |
2,058
| – | – | 0.01% | 133 |
|
|
2019
Q2 | $312K | Hold |
2,058
| – | – | 0.01% | 132 |
|
|
2019
Q1 | $326K | Hold |
2,058
| – | – | 0.01% | 122 |
|
|
2018
Q4 | $282K | Hold |
2,058
| – | – | 0.01% | 126 |
|
|
2018
Q3 | $327K | Hold |
2,058
| – | – | 0.01% | 121 |
|
|
2018
Q2 | $281K | Buy |
2,058
+56
| +3% | +$7.65K | 0.01% | 129 |
|
|
2018
Q1 | $233K | Sell |
2,002
-2
| -0.1% | -$233 | 0.02% | 109 |
|
|
2017
Q4 | $205K | Buy |
2,004
+4
| +0.2% | +$409 | 0.02% | 112 |
|
|
2017
Q3 | $187K | Hold |
2,000
| – | – | 0.02% | 113 |
|
|
2017
Q2 | $173K | Hold |
2,000
| – | – | 0.02% | 121 |
|
|
2017
Q1 | $165K | Sell |
2,000
-400
| -17% | -$33K | 0.02% | 115 |
|
|
2016
Q4 | $164K | Hold |
2,400
| – | – | 0.02% | 111 |
|
|
2016
Q3 | $171K | Hold |
2,400
| – | – | 0.02% | 109 |
|
|
2016
Q2 | $191K | Sell |
2,400
-108
| -4% | -$8.6K | 0.02% | 99 |
|
|
2016
Q1 | $185K | Buy |
2,508
+2,000
| +394% | +$148K | 0.02% | 105 |
|
|
2015
Q4 | $40K | Hold |
508
| – | – | 0.01% | 227 |
|
|
2015
Q3 | $35K | Hold |
508
| – | – | 0.01% | 242 |
|
|
2015
Q2 | $35K | Hold |
508
| – | – | 0.01% | 237 |
|
|
2015
Q1 | $34K | Buy |
+508
| New | +$34K | 0.01% | 240 |
|