Avestar Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
11,634
+1,054
| +10% | +$288K | 0.22% | 71 |
|
|
2025
Q1 | $2.84M | Buy |
10,580
+446
| +4% | +$120K | 0.25% | 69 |
|
|
2024
Q4 | $3.39M | Buy |
10,134
+567
| +6% | +$190K | 0.29% | 62 |
|
|
2024
Q3 | $2.62M | Buy |
9,567
+970
| +11% | +$265K | 0.27% | 62 |
|
|
2024
Q2 | $2.21M | Buy |
8,597
+1,776
| +26% | +$457K | 0.23% | 70 |
|
|
2024
Q1 | $2.06M | Buy |
6,821
+1,666
| +32% | +$502K | 0.22% | 77 |
|
|
2023
Q4 | $1.36M | Buy |
5,155
+581
| +13% | +$153K | 0.15% | 78 |
|
|
2023
Q3 | $928K | Buy |
4,574
+380
| +9% | +$77.1K | 0.13% | 91 |
|
|
2023
Q2 | $886K | Buy |
4,194
+302
| +8% | +$63.8K | 0.14% | 82 |
|
|
2023
Q1 | $778K | Buy |
3,892
+107
| +3% | +$21.4K | 0.14% | 81 |
|
|
2022
Q4 | $502K | Sell |
3,785
-389
| -9% | -$51.6K | 0.09% | 123 |
|
|
2022
Q3 | $600K | Sell |
4,174
-1,915
| -31% | -$275K | 0.15% | 92 |
|
|
2022
Q2 | $1.01M | Sell |
6,089
-5,772
| -49% | -$953K | 0.25% | 56 |
|
|
2022
Q1 | $2.52M | Sell |
11,861
-8,869
| -43% | -$1.88M | 0.4% | 36 |
|
|
2021
Q4 | $5.27M | Buy |
20,730
+590
| +3% | +$150K | 0.64% | 22 |
|
|
2021
Q3 | $5.46M | Buy |
20,140
+419
| +2% | +$114K | 0.7% | 17 |
|
|
2021
Q2 | $4.82M | Buy |
19,721
+2,071
| +12% | +$506K | 0.65% | 24 |
|
|
2021
Q1 | $4.18M | Buy |
17,650
+3,995
| +29% | +$946K | 0.93% | 19 |
|
|
2020
Q4 | $3.04M | Buy |
13,655
+3,359
| +33% | +$748K | 0.84% | 20 |
|
|
2020
Q3 | $2.49M | Sell |
10,296
-1,907
| -16% | -$461K | 0.82% | 21 |
|
|
2020
Q2 | $2.29M | Buy |
12,203
+5,783
| +90% | +$1.08M | 1.01% | 19 |
|
|
2020
Q1 | $924K | Buy |
6,420
+874
| +16% | +$126K | 0.5% | 48 |
|
|
2019
Q4 | $902K | Buy |
5,546
+939
| +20% | +$153K | 0.51% | 49 |
|
|
2019
Q3 | $684K | Buy |
4,607
+4,415
| +2,299% | +$655K | 0.43% | 51 |
|
|
2019
Q2 | $27K | Hold |
192
| – | – | 0.02% | 354 |
|
|
2019
Q1 | $28K | Buy |
192
+100
| +109% | +$14.6K | 0.02% | 346 |
|
|
2018
Q4 | $10K | Buy |
92
+27
| +42% | +$2.94K | 0.01% | 437 |
|
|
2018
Q3 | $9K | Buy |
65
+7
| +12% | +$969 | 0.01% | 477 |
|
|
2018
Q2 | $5K | Buy |
58
+33
| +132% | +$2.85K | ﹤0.01% | 561 |
|
|
2018
Q1 | $3K | Buy |
25
+8
| +47% | +$960 | ﹤0.01% | 592 |
|
|
2017
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 679 |
|