Capital Advisory Group Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
1,156
| – | – | 0.11% | 137 |
|
|
2025
Q1 | $310K | Sell |
1,156
-33
| -3% | -$8.86K | 0.12% | 135 |
|
|
2024
Q4 | $398K | Sell |
1,189
-26
| -2% | -$8.69K | 0.14% | 128 |
|
|
2024
Q3 | $333K | Sell |
1,215
-25
| -2% | -$6.84K | 0.13% | 125 |
|
|
2024
Q2 | $319K | Hold |
1,240
| – | – | 0.14% | 119 |
|
|
2024
Q1 | $373K | Buy |
1,240
+89
| +8% | +$26.8K | 0.18% | 109 |
|
|
2023
Q4 | $303K | Sell |
1,151
-17
| -1% | -$4.47K | 0.16% | 114 |
|
|
2023
Q3 | $237K | Buy |
+1,168
| New | +$237K | 0.13% | 130 |
|
|
2023
Q2 | – | Sell |
-1,121
| Closed | -$224K | – | 98 |
|
|
2023
Q1 | $224K | Buy |
+1,121
| New | +$224K | 0.13% | 132 |
|
|
2022
Q4 | – | Sell |
-1,409
| Closed | -$203K | – | 134 |
|
|
2022
Q3 | $203K | Sell |
1,409
-70
| -5% | -$10.1K | 0.14% | 132 |
|
|
2022
Q2 | $247K | Sell |
1,479
-1,216
| -45% | -$203K | 0.15% | 122 |
|
|
2022
Q1 | $572K | Buy |
2,695
+218
| +9% | +$46.3K | 0.27% | 85 |
|
|
2021
Q4 | $629K | Buy |
2,477
+11
| +0.4% | +$2.79K | 0.27% | 85 |
|
|
2021
Q3 | $669K | Buy |
2,466
+167
| +7% | +$45.3K | 0.24% | 96 |
|
|
2021
Q2 | $562K | Sell |
2,299
-199
| -8% | -$48.6K | 0.2% | 107 |
|
|
2021
Q1 | $529K | Sell |
2,498
-901
| -27% | -$191K | 0.21% | 107 |
|
|
2020
Q4 | $756K | Buy |
3,399
+2,995
| +741% | +$666K | 0.32% | 76 |
|
|
2020
Q3 | $102K | Buy |
+404
| New | +$102K | 0.05% | 175 |
|