Capital Advisors Inc’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $234K | Buy |
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|
2024
Q4 | $263K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $247K | Sell |
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|
2021
Q2 | $281K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $13.7M | Sell |
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|
2018
Q2 | $12M | Sell |
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|
2018
Q1 | $10.5M | Buy |
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|
2017
Q4 | $9.07M | Sell |
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|
2017
Q3 | $8.31M | Sell |
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|
2017
Q2 | $7.79M | Buy |
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|
2017
Q1 | $589K | Buy |
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