Arax Advisory Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
6,265
+2,641
| +73% | +$720K | 0.08% | 165 |
|
|
2025
Q1 | $973K | Sell |
3,624
-1,499
| -29% | -$402K | 0.06% | 189 |
|
|
2024
Q4 | $1.71M | Buy |
5,123
+4,149
| +426% | +$1.39M | 0.11% | 117 |
|
|
2024
Q3 | $267K | Buy |
974
+61
| +7% | +$16.7K | 0.02% | 296 |
|
|
2024
Q2 | $235K | Buy |
913
+487
| +114% | +$125K | 0.02% | 305 |
|
|
2024
Q1 | $128K | Sell |
426
-11
| -3% | -$3.31K | 0.01% | 350 |
|
|
2023
Q4 | $115K | Sell |
437
-16
| -4% | -$4.21K | 0.01% | 352 |
|
|
2023
Q3 | $91.9K | Sell |
453
-143
| -24% | -$29K | 0.01% | 361 |
|
|
2023
Q2 | $126K | Buy |
596
+335
| +128% | +$70.8K | 0.02% | 309 |
|
|
2023
Q1 | $52.1K | Sell |
261
-4
| -2% | -$799 | 0.01% | 456 |
|
|
2022
Q4 | $35.1K | Sell |
265
-73
| -22% | -$9.68K | ﹤0.01% | 493 |
|
|
2022
Q3 | $49K | Sell |
338
-30
| -8% | -$4.35K | 0.01% | 433 |
|
|
2022
Q2 | $61K | Buy |
368
+143
| +64% | +$23.7K | 0.01% | 400 |
|
|
2022
Q1 | $48K | Buy |
225
+19
| +9% | +$4.05K | 0.01% | 460 |
|
|
2021
Q4 | $52K | Sell |
206
-80
| -28% | -$20.2K | 0.01% | 450 |
|
|
2021
Q3 | $78K | Sell |
286
-605
| -68% | -$165K | 0.01% | 382 |
|
|
2021
Q2 | $218K | Buy |
+891
| New | +$218K | 0.03% | 227 |
|
|
2020
Q4 | $49K | Buy |
220
+51
| +30% | +$11.4K | 0.01% | 414 |
|
|
2020
Q3 | $42K | Buy |
169
+30
| +22% | +$7.46K | 0.01% | 403 |
|
|
2020
Q2 | $26K | Sell |
139
-3
| -2% | -$561 | ﹤0.01% | 450 |
|
|
2020
Q1 | $20K | Buy |
142
+42
| +42% | +$5.92K | ﹤0.01% | 454 |
|
|
2019
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 429 |
|
|
2019
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 433 |
|
|
2019
Q2 | $15K | Buy |
+100
| New | +$15K | 0.01% | 437 |
|
|
2018
Q4 | $14K | Sell |
100
-84
| -46% | -$11.8K | 0.01% | 408 |
|
|
2018
Q3 | $29K | Sell |
184
-144
| -44% | -$22.7K | 0.01% | 358 |
|
|
2018
Q2 | $44K | Buy |
328
+172
| +110% | +$23.1K | 0.02% | 222 |
|
|
2018
Q1 | $18K | Buy |
156
+109
| +232% | +$12.6K | 0.01% | 288 |
|
|
2017
Q4 | $4K | Hold |
47
| – | – | ﹤0.01% | 384 |
|
|
2017
Q3 | $4K | Buy |
47
+8
| +21% | +$681 | ﹤0.01% | 381 |
|
|
2017
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 414 |
|
|
2017
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 390 |
|
|
2016
Q4 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 403 |
|