ACP
Aviance Capital Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
1,933
+76
| +4% | +$20.7K | 0.07% | 219 |
|
|
2025
Q1 | $498K | Hold |
1,857
| – | – | 0.07% | 218 |
|
|
2024
Q4 | $621K | Sell |
1,857
-4,940
| -73% | -$1.65M | 0.09% | 192 |
|
|
2024
Q3 | $1.86M | Buy |
6,797
+33
| +0.5% | +$9.03K | 0.25% | 97 |
|
|
2024
Q2 | $1.74M | Sell |
6,764
-257
| -4% | -$66.1K | 0.25% | 98 |
|
|
2024
Q1 | $2.11M | Buy |
7,021
+1,100
| +19% | +$331K | 0.31% | 79 |
|
|
2023
Q4 | $1.56M | Sell |
5,921
-1,495
| -20% | -$393K | 0.33% | 71 |
|
|
2023
Q3 | $1.5M | Sell |
7,416
-1,018
| -12% | -$206K | 0.34% | 77 |
|
|
2023
Q2 | $1.78M | Buy |
8,434
+2,166
| +35% | +$458K | 0.38% | 65 |
|
|
2023
Q1 | $1.25M | Buy |
+6,268
| New | +$1.25M | 0.28% | 105 |
|
|
2022
Q1 | – | Sell |
-920
| Closed | -$234K | – | 254 |
|
|
2021
Q4 | $234K | Sell |
920
-98
| -10% | -$24.9K | 0.04% | 238 |
|
|
2021
Q3 | $276K | Sell |
1,018
-90
| -8% | -$24.4K | 0.05% | 226 |
|
|
2021
Q2 | $271K | Buy |
+1,108
| New | +$271K | 0.05% | 227 |
|
|
2021
Q1 | – | Sell |
-20,711
| Closed | -$4.61M | – | 267 |
|
|
2020
Q4 | $4.61M | Buy |
20,711
+111
| +0.5% | +$24.7K | 0.93% | 22 |
|
|
2020
Q3 | $5.18M | Buy |
20,600
+3,000
| +17% | +$754K | 1.17% | 13 |
|
|
2020
Q2 | $3.3M | Buy |
17,600
+6,969
| +66% | +$1.31M | 0.81% | 28 |
|
|
2020
Q1 | $1.53M | Buy |
10,631
+31
| +0.3% | +$4.46K | 0.48% | 52 |
|
|
2019
Q4 | $1.72M | Buy |
10,600
+198
| +2% | +$32.2K | 0.44% | 63 |
|
|
2019
Q3 | $1.54M | Buy |
10,402
+102
| +1% | +$15.1K | 0.45% | 64 |
|
|
2019
Q2 | $1.56M | Buy |
10,300
+300
| +3% | +$45.5K | 0.43% | 56 |
|
|
2019
Q1 | $1.58M | Buy |
10,000
+5,000
| +100% | +$792K | 0.45% | 49 |
|
|
2018
Q4 | $684K | Hold |
5,000
| – | – | 0.24% | 118 |
|
|
2018
Q3 | $795K | Hold |
5,000
| – | – | 0.19% | 127 |
|
|
2018
Q2 | $682K | Buy |
+5,000
| New | +$682K | 0.2% | 136 |
|