Archford Capital Strategies’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
10,867
+596
| +6% | +$163K | 0.38% | 63 |
|
|
2025
Q1 | $2.76M | Buy |
10,271
+2,247
| +28% | +$603K | 0.4% | 67 |
|
|
2024
Q4 | $2.68M | Buy |
8,024
+234
| +3% | +$78.2K | 0.41% | 61 |
|
|
2024
Q3 | $2.27M | Sell |
7,790
-24
| -0.3% | -$7K | 0.34% | 74 |
|
|
2024
Q2 | $2.01M | Buy |
7,814
+703
| +10% | +$181K | 0.33% | 77 |
|
|
2024
Q1 | $2.14M | Buy |
7,111
+10
| +0.1% | +$3.01K | 0.36% | 74 |
|
|
2023
Q4 | $1.87M | Buy |
7,101
+1,324
| +23% | +$348K | 0.34% | 77 |
|
|
2023
Q3 | $1.17M | Sell |
5,777
-160
| -3% | -$32.4K | 0.23% | 105 |
|
|
2023
Q2 | $1.34M | Buy |
5,937
+71
| +1% | +$16K | 0.25% | 92 |
|
|
2023
Q1 | $1.15M | Buy |
5,866
+1,433
| +32% | +$280K | 0.24% | 100 |
|
|
2022
Q4 | $588K | Sell |
4,433
-303
| -6% | -$40.2K | 0.14% | 173 |
|
|
2022
Q3 | $681K | Buy |
4,736
+295
| +7% | +$42.4K | 0.18% | 139 |
|
|
2022
Q2 | $733K | Buy |
4,441
+1,210
| +37% | +$200K | 0.18% | 133 |
|
|
2022
Q1 | $679K | Buy |
3,231
+2,238
| +225% | +$470K | 0.15% | 153 |
|
|
2021
Q4 | $252K | Buy |
+993
| New | +$252K | 0.06% | 270 |
|
|
2020
Q3 | – | Sell |
-3,527
| Closed | -$661K | – | 254 |
|
|
2020
Q2 | $661K | Buy |
3,527
+142
| +4% | +$26.6K | 0.2% | 144 |
|
|
2020
Q1 | $487K | Buy |
3,385
+242
| +8% | +$34.8K | 0.19% | 148 |
|
|
2019
Q4 | $511K | Buy |
3,143
+101
| +3% | +$16.4K | 0.18% | 158 |
|
|
2019
Q3 | $452K | Buy |
3,042
+81
| +3% | +$12K | 0.17% | 161 |
|
|
2019
Q2 | $449K | Buy |
2,961
+1,090
| +58% | +$165K | 0.16% | 163 |
|
|
2019
Q1 | $296K | Hold |
1,871
| – | – | 0.11% | 193 |
|
|
2018
Q4 | $256K | Buy |
1,871
+1,550
| +483% | +$212K | 0.1% | 192 |
|
|
2018
Q3 | $51K | Hold |
321
| – | – | 0.02% | 293 |
|
|
2018
Q2 | $44K | Buy |
321
+94
| +41% | +$12.9K | 0.02% | 303 |
|
|
2018
Q1 | $23K | Buy |
+227
| New | +$23K | 0.01% | 265 |
|
|
2017
Q2 | – | Sell |
-333
| Closed | -$27K | – | 284 |
|
|
2017
Q1 | $27K | Sell |
333
-358
| -52% | -$29K | 0.01% | 333 |
|
|
2016
Q4 | $47K | Buy |
691
+20
| +3% | +$1.36K | 0.02% | 256 |
|
|
2016
Q3 | $47K | Hold |
671
| – | – | 0.02% | 265 |
|
|
2016
Q2 | $53K | Buy |
+671
| New | +$53K | 0.03% | 247 |
|
|
2016
Q1 | – | Sell |
-671
| Closed | -$53K | – | 264 |
|
|
2015
Q4 | $53K | Sell |
671
-164
| -20% | -$13K | 0.02% | 258 |
|
|
2015
Q3 | $58K | Hold |
835
| – | – | 0.04% | 183 |
|
|
2015
Q2 | $58K | Hold |
835
| – | – | 0.04% | 184 |
|
|
2015
Q1 | $55.8K | Buy |
835
+155
| +23% | +$10.4K | 0.04% | 194 |
|
|
2014
Q4 | $40K | Buy |
680
+123
| +22% | +$7.24K | 0.03% | 224 |
|
|
2014
Q3 | $32K | Sell |
557
-69
| -11% | -$3.96K | 0.03% | 244 |
|
|
2014
Q2 | $36.4K | Hold |
626
| – | – | 0.03% | 240 |
|
|
2014
Q1 | $35.7K | Buy |
+626
| New | +$35.7K | 0.03% | 248 |
|