Avantax Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.8M | Buy |
87,331
+3,387
| +4% | +$924K | 0.13% | 123 |
|
|
2025
Q1 | $22.5M | Buy |
83,944
+2,187
| +3% | +$587K | 0.14% | 118 |
|
|
2024
Q4 | $27.3M | Buy |
81,757
+4,623
| +6% | +$1.55M | 0.17% | 92 |
|
|
2024
Q3 | $21.1M | Buy |
77,134
+6,270
| +9% | +$1.72M | 0.14% | 111 |
|
|
2024
Q2 | $18.2M | Buy |
70,864
+35,394
| +100% | +$9.1M | 0.13% | 119 |
|
|
2024
Q1 | $10.7M | Buy |
35,470
+2,460
| +7% | +$741K | 0.09% | 163 |
|
|
2023
Q4 | $8.69M | Buy |
33,010
+79
| +0.2% | +$20.8K | 0.09% | 185 |
|
|
2023
Q3 | $6.68M | Buy |
32,931
+966
| +3% | +$196K | 0.07% | 203 |
|
|
2023
Q2 | $6.75M | Sell |
31,965
-389
| -1% | -$82.2K | 0.08% | 196 |
|
|
2023
Q1 | $6.46M | Sell |
32,354
-1,187
| -4% | -$237K | 0.08% | 194 |
|
|
2022
Q4 | $4.45M | Sell |
33,541
-1,497
| -4% | -$198K | 0.06% | 245 |
|
|
2022
Q3 | $5.04M | Buy |
35,038
+730
| +2% | +$105K | 0.08% | 197 |
|
|
2022
Q2 | $5.66M | Buy |
34,308
+1,111
| +3% | +$183K | 0.09% | 173 |
|
|
2022
Q1 | $7.04M | Buy |
33,197
+261
| +0.8% | +$55.3K | 0.1% | 152 |
|
|
2021
Q4 | $8.37M | Buy |
32,936
+1,541
| +5% | +$392K | 0.13% | 128 |
|
|
2021
Q3 | $8.5M | Buy |
31,395
+5,551
| +21% | +$1.5M | 0.14% | 112 |
|
|
2021
Q2 | $6.32M | Buy |
25,844
+4,641
| +22% | +$1.13M | 0.11% | 144 |
|
|
2021
Q1 | $4.5M | Sell |
21,203
-752
| -3% | -$159K | 0.1% | 167 |
|
|
2020
Q4 | $4.89M | Sell |
21,955
-7,253
| -25% | -$1.61M | 0.12% | 136 |
|
|
2020
Q3 | $7.37M | Buy |
29,208
+12,860
| +79% | +$3.25M | 0.12% | 142 |
|
|
2020
Q2 | $3.05M | Buy |
16,348
+3,652
| +29% | +$682K | 0.09% | 163 |
|
|
2020
Q1 | $1.82M | Sell |
12,696
-272
| -2% | -$39.1K | 0.05% | 208 |
|
|
2019
Q4 | $2.11M | Buy |
12,968
+1,179
| +10% | +$192K | 0.05% | 200 |
|
|
2019
Q3 | $1.75M | Sell |
11,789
-450
| -4% | -$67K | 0.07% | 143 |
|
|
2019
Q2 | $1.86M | Buy |
12,239
+1,438
| +13% | +$218K | 0.08% | 126 |
|
|
2019
Q1 | $1.71M | Buy |
10,801
+4,154
| +62% | +$658K | 0.09% | 120 |
|
|
2018
Q4 | $910K | Buy |
+6,647
| New | +$910K | 0.15% | 139 |
|