Cambridge Investment Research Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.7M | Buy |
145,699
+18,757
| +15% | +$5.11M | 0.12% | 159 |
|
|
2025
Q1 | $34.1M | Buy |
126,942
+2,860
| +2% | +$768K | 0.11% | 171 |
|
|
2024
Q4 | $41.5M | Sell |
124,082
-7,864
| -6% | -$2.63M | 0.14% | 136 |
|
|
2024
Q3 | $36.1M | Buy |
131,946
+268
| +0.2% | +$73.4K | 0.12% | 162 |
|
|
2024
Q2 | $33.9M | Sell |
131,678
-6,250
| -5% | -$1.61M | 0.13% | 152 |
|
|
2024
Q1 | $41.5M | Buy |
137,928
+4,086
| +3% | +$1.23M | 0.16% | 116 |
|
|
2023
Q4 | $35.2M | Buy |
133,842
+5,152
| +4% | +$1.36M | 0.15% | 133 |
|
|
2023
Q3 | $26.1M | Buy |
128,690
+1,066
| +0.8% | +$216K | 0.12% | 163 |
|
|
2023
Q2 | $27M | Buy |
127,624
+6,305
| +5% | +$1.33M | 0.12% | 165 |
|
|
2023
Q1 | $24.2M | Sell |
121,319
-17,928
| -13% | -$3.58M | 0.12% | 176 |
|
|
2022
Q4 | $18.5M | Sell |
139,247
-23,440
| -14% | -$3.11M | 0.1% | 207 |
|
|
2022
Q3 | $23.4M | Buy |
162,687
+5,085
| +3% | +$731K | 0.13% | 161 |
|
|
2022
Q2 | $26M | Sell |
157,602
-8,754
| -5% | -$1.44M | 0.14% | 149 |
|
|
2022
Q1 | $35.3M | Sell |
166,356
-11,670
| -7% | -$2.48M | 0.16% | 116 |
|
|
2021
Q4 | $45.2M | Buy |
178,026
+6,026
| +4% | +$1.53M | 0.2% | 90 |
|
|
2021
Q3 | $46.7M | Buy |
172,000
+12,873
| +8% | +$3.49M | 0.23% | 77 |
|
|
2021
Q2 | $38.9M | Buy |
159,127
+507
| +0.3% | +$124K | 0.19% | 97 |
|
|
2021
Q1 | $33.6M | Buy |
158,620
+14,925
| +10% | +$3.16M | 0.18% | 107 |
|
|
2020
Q4 | $32M | Buy |
143,695
+17,785
| +14% | +$3.96M | 0.19% | 104 |
|
|
2020
Q3 | $31.6M | Buy |
125,910
+15,644
| +14% | +$3.93M | 0.21% | 87 |
|
|
2020
Q2 | $20.7M | Buy |
110,266
+4,867
| +5% | +$912K | 0.16% | 140 |
|
|
2020
Q1 | $15.2M | Buy |
105,399
+8,629
| +9% | +$1.24M | 0.15% | 150 |
|
|
2019
Q4 | $15.7M | Sell |
96,770
-5,780
| -6% | -$940K | 0.12% | 176 |
|
|
2019
Q3 | $15.2M | Buy |
102,550
+10,167
| +11% | +$1.51M | 0.13% | 162 |
|
|
2019
Q2 | $14M | Buy |
92,383
+16,780
| +22% | +$2.55M | 0.13% | 167 |
|
|
2019
Q1 | $12M | Buy |
75,603
+10,590
| +16% | +$1.68M | 0.11% | 179 |
|
|
2018
Q4 | $8.91M | Buy |
65,013
+11,735
| +22% | +$1.61M | 0.1% | 201 |
|
|
2018
Q3 | $8.47M | Buy |
53,278
+20,062
| +60% | +$3.19M | 0.08% | 241 |
|
|
2018
Q2 | $4.53M | Buy |
33,216
+11,944
| +56% | +$1.63M | 0.05% | 370 |
|
|
2018
Q1 | $2.47M | Buy |
21,272
+4,372
| +26% | +$508K | 0.03% | 562 |
|
|
2017
Q4 | $1.73M | Buy |
16,900
+2,635
| +18% | +$269K | 0.02% | 640 |
|
|
2017
Q3 | $1.33M | Buy |
14,265
+1,725
| +14% | +$161K | 0.02% | 701 |
|
|
2017
Q2 | $1.09M | Buy |
12,540
+2,024
| +19% | +$175K | 0.02% | 768 |
|
|
2017
Q1 | $867K | Sell |
10,516
-11,186
| -52% | -$922K | 0.01% | 793 |
|
|
2016
Q4 | $1.49M | Buy |
21,702
+2,403
| +12% | +$165K | 0.03% | 526 |
|
|
2016
Q3 | $1.38M | Buy |
19,299
+2,276
| +13% | +$162K | 0.03% | 551 |
|
|
2016
Q2 | $1.35M | Sell |
17,023
-1,665
| -9% | -$132K | 0.03% | 484 |
|
|
2016
Q1 | $1.38M | Sell |
18,688
-652
| -3% | -$48.1K | 0.03% | 453 |
|
|
2015
Q4 | $1.52M | Buy |
19,340
+225
| +1% | +$17.6K | 0.04% | 426 |
|
|
2015
Q3 | $1.33M | Buy |
19,115
+3,658
| +24% | +$254K | 0.04% | 401 |
|
|
2015
Q2 | $1.08M | Buy |
15,457
+2,794
| +22% | +$194K | 0.03% | 480 |
|
|
2015
Q1 | $846K | Buy |
12,663
+1,988
| +19% | +$133K | 0.02% | 559 |
|
|
2014
Q4 | $633K | Buy |
10,675
+230
| +2% | +$13.6K | 0.02% | 657 |
|
|
2014
Q3 | $601K | Buy |
10,445
+1,721
| +20% | +$99K | 0.02% | 718 |
|
|
2014
Q2 | $507K | Buy |
8,724
+1,570
| +22% | +$91.2K | 0.02% | 749 |
|
|
2014
Q1 | $408K | Buy |
7,154
+387
| +6% | +$22.1K | 0.02% | 811 |
|
|
2013
Q4 | $373K | Buy |
6,767
+602
| +10% | +$33.2K | 0.02% | 782 |
|
|
2013
Q3 | $320K | Buy |
6,165
+361
| +6% | +$18.7K | 0.01% | 812 |
|
|
2013
Q2 | $222K | Buy |
+5,804
| New | +$222K | 0.01% | 893 |
|