Atria Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Sell |
82,378
-14,876
| -15% | -$4.06M | 0.27% | 61 |
|
|
2025
Q1 | $26.1M | Buy |
97,254
+8,726
| +10% | +$2.34M | 0.33% | 49 |
|
|
2024
Q4 | $29.6M | Buy |
88,528
+9,549
| +12% | +$3.19M | 0.37% | 46 |
|
|
2024
Q3 | $21.6M | Sell |
78,979
-25,142
| -24% | -$6.88M | 0.27% | 65 |
|
|
2024
Q2 | $26.8M | Sell |
104,121
-845
| -0.8% | -$217K | 0.35% | 53 |
|
|
2024
Q1 | $31.6M | Buy |
104,966
+9,817
| +10% | +$2.96M | 0.44% | 44 |
|
|
2023
Q4 | $25M | Sell |
95,149
-1,019
| -1% | -$268K | 0.39% | 49 |
|
|
2023
Q3 | $19.5M | Buy |
96,168
+216
| +0.2% | +$43.8K | 0.35% | 57 |
|
|
2023
Q2 | $20.3M | Buy |
95,952
+7,348
| +8% | +$1.55M | 0.37% | 51 |
|
|
2023
Q1 | $17.7M | Buy |
88,604
+25,330
| +40% | +$5.06M | 0.34% | 60 |
|
|
2022
Q4 | $8.39M | Sell |
63,274
-15,444
| -20% | -$2.05M | 0.17% | 147 |
|
|
2022
Q3 | $11.3M | Sell |
78,718
-1,422
| -2% | -$205K | 0.25% | 88 |
|
|
2022
Q2 | $13.2M | Buy |
80,140
+383
| +0.5% | +$63.2K | 0.28% | 78 |
|
|
2022
Q1 | $16.9M | Buy |
79,757
+6,373
| +9% | +$1.35M | 0.3% | 71 |
|
|
2021
Q4 | $18.6M | Buy |
73,384
+6,894
| +10% | +$1.75M | 0.33% | 62 |
|
|
2021
Q3 | $18M | Buy |
66,490
+7,841
| +13% | +$2.13M | 0.33% | 61 |
|
|
2021
Q2 | $14.3M | Buy |
58,649
+5,695
| +11% | +$1.39M | 0.28% | 74 |
|
|
2021
Q1 | $11.2M | Buy |
52,954
+6,667
| +14% | +$1.41M | 0.25% | 92 |
|
|
2020
Q4 | $10.3M | Sell |
46,287
-4,471
| -9% | -$995K | 0.25% | 94 |
|
|
2020
Q3 | $12.8M | Buy |
50,758
+1,901
| +4% | +$478K | 0.39% | 53 |
|
|
2020
Q2 | $9.15M | Buy |
48,857
+24,477
| +100% | +$4.59M | 0.31% | 76 |
|
|
2020
Q1 | $3.51M | Sell |
24,380
-3,131
| -11% | -$451K | 0.27% | 87 |
|
|
2019
Q4 | $4.47M | Buy |
27,511
+11,286
| +70% | +$1.84M | 0.12% | 168 |
|
|
2019
Q3 | $2.41M | Buy |
16,225
+234
| +1% | +$34.7K | 0.09% | 192 |
|
|
2019
Q2 | $2.24M | Buy |
15,991
+1,254
| +9% | +$176K | 0.08% | 201 |
|
|
2019
Q1 | $2.33M | Buy |
14,737
+4,242
| +40% | +$672K | 0.1% | 197 |
|
|
2018
Q4 | $1.44M | Sell |
10,495
-2,695
| -20% | -$369K | 0.06% | 225 |
|
|
2018
Q3 | $2.1M | Sell |
13,190
-715
| -5% | -$114K | 0.08% | 218 |
|
|
2018
Q2 | $1.9M | Buy |
13,905
+1,301
| +10% | +$177K | 0.08% | 240 |
|
|
2018
Q1 | $1.47M | Buy |
12,604
+1,448
| +13% | +$168K | 0.07% | 261 |
|
|
2017
Q4 | $1.14M | Buy |
11,156
+2,216
| +25% | +$226K | 0.06% | 307 |
|
|
2017
Q3 | $835K | Buy |
8,940
+1,372
| +18% | +$128K | 0.05% | 355 |
|
|
2017
Q2 | $655K | Buy |
7,568
+202
| +3% | +$17.5K | 0.04% | 369 |
|
|
2017
Q1 | $608K | Buy |
7,366
+367
| +5% | +$30.3K | 0.04% | 353 |
|
|
2016
Q4 | $479K | Buy |
6,999
+866
| +14% | +$59.3K | 0.04% | 352 |
|
|
2016
Q3 | $437K | Buy |
6,133
+742
| +14% | +$52.9K | 0.04% | 331 |
|
|
2016
Q2 | $433K | Sell |
5,391
-487
| -8% | -$39.1K | 0.05% | 296 |
|
|
2016
Q1 | $434K | Sell |
5,878
-580
| -9% | -$42.8K | 0.05% | 280 |
|
|
2015
Q4 | $473K | Buy |
6,458
+395
| +7% | +$28.9K | 0.05% | 236 |
|
|
2015
Q3 | $421K | Buy |
6,063
+535
| +10% | +$37.1K | 0.06% | 217 |
|
|
2015
Q2 | $385K | Buy |
5,528
+430
| +8% | +$29.9K | 0.05% | 283 |
|
|
2015
Q1 | $341K | Buy |
5,098
+749
| +17% | +$50.1K | 0.04% | 298 |
|
|
2014
Q4 | $258K | Sell |
4,349
-518
| -11% | -$30.7K | 0.03% | 357 |
|
|
2014
Q3 | $280K | Sell |
4,867
-263
| -5% | -$15.1K | 0.03% | 376 |
|
|
2014
Q2 | $298K | Sell |
5,130
-355
| -6% | -$20.6K | 0.03% | 338 |
|
|
2014
Q1 | $313K | Buy |
5,485
+375
| +7% | +$21.4K | 0.03% | 354 |
|
|
2013
Q4 | $282K | Buy |
5,110
+766
| +18% | +$42.3K | 0.03% | 387 |
|
|
2013
Q3 | $225K | Sell |
4,344
-1,015
| -19% | -$52.6K | 0.02% | 415 |
|
|
2013
Q2 | $205K | Buy |
+5,359
| New | +$205K | 0.03% | 382 |
|