Aptus Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Sell |
15,807
-33,014
| -68% | -$9M | 0.04% | 302 |
|
|
2025
Q1 | $13.1M | Buy |
48,821
+35,529
| +267% | +$9.53M | 0.13% | 140 |
|
|
2024
Q4 | $4.45M | Buy |
13,292
+4,375
| +49% | +$1.46M | 0.05% | 279 |
|
|
2024
Q3 | $2.44M | Buy |
8,917
+1,724
| +24% | +$472K | 0.04% | 292 |
|
|
2024
Q2 | $1.85M | Buy |
7,193
+538
| +8% | +$138K | 0.03% | 301 |
|
|
2024
Q1 | $2M | Buy |
6,655
+1,385
| +26% | +$417K | 0.04% | 291 |
|
|
2023
Q4 | $1.39M | Sell |
5,270
-247
| -4% | -$65K | 0.04% | 253 |
|
|
2023
Q3 | $1.12M | Buy |
5,517
+3,370
| +157% | +$683K | 0.03% | 287 |
|
|
2023
Q2 | $454K | Buy |
2,147
+421
| +24% | +$88.9K | 0.01% | 323 |
|
|
2023
Q1 | $345K | Sell |
1,726
-8,920
| -84% | -$1.78M | 0.01% | 368 |
|
|
2022
Q4 | $1.41M | Sell |
10,646
-23,003
| -68% | -$3.05M | 0.04% | 243 |
|
|
2022
Q3 | $4.84M | Sell |
33,649
-15,025
| -31% | -$2.16M | 0.12% | 101 |
|
|
2022
Q2 | $8.03M | Buy |
48,674
+2,569
| +6% | +$424K | 0.21% | 68 |
|
|
2022
Q1 | $9.79M | Buy |
46,105
+6,838
| +17% | +$1.45M | 0.24% | 51 |
|
|
2021
Q4 | $9.98M | Buy |
39,267
+5,157
| +15% | +$1.31M | 0.3% | 37 |
|
|
2021
Q3 | $9.25M | Buy |
34,110
+25,642
| +303% | +$6.96M | 0.24% | 33 |
|
|
2021
Q2 | $2.07M | Buy |
8,468
+612
| +8% | +$150K | 0.06% | 123 |
|
|
2021
Q1 | $1.67M | Buy |
7,856
+250
| +3% | +$53K | 0.06% | 123 |
|
|
2020
Q4 | $1.69M | Buy |
7,606
+6,798
| +841% | +$1.51M | 0.08% | 107 |
|
|
2020
Q3 | $203K | Buy |
+808
| New | +$203K | 0.01% | 266 |
|
|
2020
Q2 | – | Sell |
-798
| Closed | -$114K | – | 403 |
|
|
2020
Q1 | $114K | Buy |
+798
| New | +$114K | 0.01% | 264 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 431 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 326 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 296 |
|