Capital Advisors Ltd’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
843
+69
| +9% | +$18.8K | 0.03% | 258 |
|
|
2025
Q1 | $208K | Sell |
774
-13
| -2% | -$3.49K | 0.03% | 264 |
|
|
2024
Q4 | $263K | Buy |
787
+31
| +4% | +$10.4K | 0.03% | 236 |
|
|
2024
Q3 | $207K | Buy |
756
+14
| +2% | +$3.83K | 0.03% | 263 |
|
|
2024
Q2 | $191K | Sell |
742
-11
| -1% | -$2.83K | 0.02% | 272 |
|
|
2024
Q1 | $227K | Buy |
753
+26
| +4% | +$7.84K | 0.03% | 254 |
|
|
2023
Q4 | $191K | Hold |
727
| – | – | 0.03% | 267 |
|
|
2023
Q3 | $147K | Hold |
727
| – | – | 0.02% | 290 |
|
|
2023
Q2 | $154K | Buy |
727
+540
| +289% | +$114K | 0.02% | 291 |
|
|
2023
Q1 | $37K | Sell |
187
-503
| -73% | -$99.5K | 0.01% | 402 |
|
|
2022
Q4 | $19K | Buy |
690
+465
| +207% | +$12.8K | ﹤0.01% | 469 |
|
|
2022
Q3 | $32K | Sell |
225
-20
| -8% | -$2.84K | 0.01% | 405 |
|
|
2022
Q2 | $40K | Buy |
245
+18
| +8% | +$2.94K | 0.01% | 375 |
|
|
2022
Q1 | $48K | Buy |
227
+16
| +8% | +$3.38K | 0.01% | 371 |
|
|
2021
Q4 | $54K | Buy |
211
+111
| +111% | +$28.4K | 0.01% | 349 |
|
|
2021
Q3 | $27K | Hold |
100
| – | – | ﹤0.01% | 364 |
|
|
2021
Q2 | $24K | Hold |
100
| – | – | ﹤0.01% | 354 |
|
|
2021
Q1 | $21K | Hold |
100
| – | – | ﹤0.01% | 349 |
|
|
2020
Q4 | $22K | Hold |
100
| – | – | ﹤0.01% | 337 |
|
|
2020
Q3 | $25K | Hold |
100
| – | – | 0.01% | 322 |
|
|
2020
Q2 | $19K | Hold |
100
| – | – | 0.01% | 331 |
|
|
2020
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 340 |
|
|
2019
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 319 |
|
|
2019
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 323 |
|
|
2019
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 357 |
|
|
2019
Q1 | $16K | Hold |
100
| – | – | ﹤0.01% | 344 |
|
|
2018
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 355 |
|
|
2018
Q3 | $16K | Hold |
100
| – | – | ﹤0.01% | 381 |
|
|
2018
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 311 |
|
|
2018
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 309 |
|
|
2017
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 326 |
|
|
2017
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 333 |
|