Allworth Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
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|
2025
Q1 | $7M | Buy |
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|
2024
Q4 | $7.59M | Buy |
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|
2024
Q3 | $5.93M | Sell |
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|
2024
Q2 | $5.74M | Buy |
|
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|
2024
Q1 | $6.03M | Buy |
|
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|
2023
Q4 | $4M | Buy |
|
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|
2023
Q3 | $2.76M | Buy |
|
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|
2023
Q2 | $2.79M | Buy |
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|
2023
Q1 | $1.57M | Buy |
|
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|
2022
Q4 | $746K | Sell |
|
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.53M | Buy |
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|
2022
Q1 | $939K | Buy |
|
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|
2021
Q4 | $1.01M | Buy |
|
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|
2021
Q3 | $1.03M | Buy |
|
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|
2021
Q2 | $664K | Buy |
|
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|
2021
Q1 | $573K | Buy |
|
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|
2020
Q4 | $546K | Buy |
|
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|
2020
Q3 | $504K | Sell |
|
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|
2020
Q2 | $387K | Hold |
|
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|
2020
Q1 | $297K | Buy |
|
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|
2019
Q4 | $335K | Hold |
|
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|
2019
Q3 | $305K | Hold |
|
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|
2019
Q2 | $312K | Hold |
|
|||||
|
2019
Q1 | $326K | Hold |
|
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|
2018
Q4 | $282K | Hold |
|
|||||
|
2018
Q3 | $327K | Hold |
|
|||||
|
2018
Q2 | $281K | Buy |
|
|||||
|
2018
Q1 | $233K | Sell |
|
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|
2017
Q4 | $205K | Buy |
|
|||||
|
2017
Q3 | $187K | Hold |
|
|||||
|
2017
Q2 | $173K | Hold |
|
|||||
|
2017
Q1 | $165K | Sell |
|
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|
2016
Q4 | $164K | Hold |
|
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|
2016
Q3 | $171K | Hold |
|
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|
2016
Q2 | $191K | Sell |
|
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|
2016
Q1 | $185K | Buy |
|
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|
2015
Q4 | $40K | Hold |
|
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|
2015
Q3 | $35K | Hold |
|
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|
2015
Q2 | $35K | Hold |
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|
2015
Q1 | $34K | Buy |
|