Capital Analysts LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Buy |
18,664
+51
| +0.3% | +$13.9K | 0.17% | 110 |
|
|
2025
Q1 | $5M | Buy |
18,613
+986
| +6% | +$265K | 0.19% | 101 |
|
|
2024
Q4 | $5.89M | Buy |
17,627
+230
| +1% | +$76.9K | 0.24% | 85 |
|
|
2024
Q3 | $4.76M | Buy |
17,397
+1,735
| +11% | +$475K | 0.19% | 98 |
|
|
2024
Q2 | $4.03M | Buy |
15,662
+1,530
| +11% | +$393K | 0.18% | 100 |
|
|
2024
Q1 | $4.26M | Buy |
14,132
+131
| +0.9% | +$39.5K | 0.2% | 95 |
|
|
2023
Q4 | $3.68M | Buy |
14,001
+1,026
| +8% | +$270K | 0.19% | 101 |
|
|
2023
Q3 | $2.63M | Buy |
12,975
+641
| +5% | +$130K | 0.15% | 119 |
|
|
2023
Q2 | $2.61M | Sell |
12,334
-358
| -3% | -$75.6K | 0.14% | 120 |
|
|
2023
Q1 | $2.54M | Sell |
12,692
-815
| -6% | -$163K | 0.15% | 129 |
|
|
2022
Q4 | $1.79M | Buy |
13,507
+1,793
| +15% | +$238K | 0.11% | 168 |
|
|
2022
Q3 | $1.69M | Buy |
11,714
+86
| +0.7% | +$12.4K | 0.12% | 159 |
|
|
2022
Q2 | $1.92M | Sell |
11,628
-4,596
| -28% | -$758K | 0.13% | 152 |
|
|
2022
Q1 | $3.45M | Buy |
16,224
+309
| +2% | +$65.6K | 0.22% | 100 |
|
|
2021
Q4 | $4.04M | Buy |
15,915
+1,706
| +12% | +$433K | 0.25% | 85 |
|
|
2021
Q3 | $3.85M | Buy |
14,209
+551
| +4% | +$149K | 0.25% | 81 |
|
|
2021
Q2 | $3.34M | Buy |
13,658
+371
| +3% | +$90.6K | 0.22% | 93 |
|
|
2021
Q1 | $2.82M | Buy |
13,287
+4,317
| +48% | +$915K | 0.19% | 101 |
|
|
2020
Q4 | $2M | Sell |
8,970
-1,447
| -14% | -$322K | 0.18% | 99 |
|
|
2020
Q3 | $2.62M | Buy |
10,417
+2,005
| +24% | +$504K | 0.25% | 84 |
|
|
2020
Q2 | $1.58M | Sell |
8,412
-496
| -6% | -$92.9K | 0.17% | 112 |
|
|
2020
Q1 | $1.28M | Sell |
8,908
-107
| -1% | -$15.4K | 0.16% | 117 |
|
|
2019
Q4 | $1.47M | Buy |
9,015
+405
| +5% | +$65.9K | 0.14% | 138 |
|
|
2019
Q3 | $1.28M | Buy |
8,610
+129
| +2% | +$19.1K | 0.14% | 143 |
|
|
2019
Q2 | $1.29M | Sell |
8,481
-1,029
| -11% | -$156K | 0.14% | 138 |
|
|
2019
Q1 | $1.51M | Buy |
9,510
+137
| +1% | +$21.7K | 0.17% | 104 |
|
|
2018
Q4 | $1.28M | Buy |
9,373
+8,000
| +583% | +$1.1M | 0.17% | 103 |
|
|
2018
Q3 | $218K | Sell |
1,373
-173
| -11% | -$27.5K | 0.02% | 188 |
|
|
2018
Q2 | $211K | Hold |
1,546
| – | – | 0.03% | 193 |
|
|
2018
Q1 | $180K | Buy |
1,546
+250
| +19% | +$29.1K | 0.02% | 195 |
|
|
2017
Q4 | $132K | Hold |
1,296
| – | – | 0.02% | 211 |
|
|
2017
Q3 | $121K | Buy |
1,296
+30
| +2% | +$2.8K | 0.02% | 220 |
|
|
2017
Q2 | $110K | Buy |
1,266
+156
| +14% | +$13.5K | 0.02% | 228 |
|
|
2017
Q1 | $91.6K | Buy |
1,110
+162
| +17% | +$13.4K | 0.01% | 217 |
|
|
2016
Q4 | $65K | Buy |
+948
| New | +$65K | 0.01% | 255 |
|