Capital Asset 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 | $289K | Buy |
1,063
+26
| +3% | +$7.07K | 0.01% | 225 |
|
|
2025
Q1 | $282K | Buy |
1,037
+14
| +1% | +$3.8K | 0.01% | 230 |
|
|
2024
Q4 | $341K | Buy |
1,023
+70
| +7% | +$23.3K | 0.02% | 232 |
|
|
2024
Q3 | $278K | Buy |
953
+130
| +16% | +$37.9K | 0.01% | 262 |
|
|
2024
Q2 | $208K | Sell |
823
-97
| -11% | -$24.5K | 0.01% | 305 |
|
|
2024
Q1 | $278K | Sell |
920
-63
| -6% | -$19K | 0.02% | 254 |
|
|
2023
Q4 | $259K | Sell |
983
-111
| -10% | -$29.2K | 0.02% | 254 |
|
|
2023
Q3 | $226K | Buy |
+1,094
| New | +$226K | 0.02% | 286 |
|
|
2023
Q2 | – | Sell |
-1,030
| Closed | -$206K | – | 339 |
|
|
2023
Q1 | $206K | Sell |
1,030
-431
| -30% | -$86.1K | 0.02% | 336 |
|
|
2022
Q4 | $208K | Sell |
1,461
-43
| -3% | -$6.12K | 0.02% | 348 |
|
|
2022
Q3 | $216K | Sell |
1,504
-770
| -34% | -$111K | 0.03% | 290 |
|
|
2022
Q2 | $375K | Sell |
2,274
-503
| -18% | -$82.9K | 0.04% | 273 |
|
|
2022
Q1 | $590K | Sell |
2,777
-497
| -15% | -$106K | 0.06% | 225 |
|
|
2021
Q4 | $832K | Sell |
3,274
-716
| -18% | -$182K | 0.09% | 170 |
|
|
2021
Q3 | $1.08M | Sell |
3,990
-1,039
| -21% | -$282K | 0.12% | 120 |
|
|
2021
Q2 | $1.23M | Sell |
5,029
-575
| -10% | -$140K | 0.13% | 106 |
|
|
2021
Q1 | $1.19M | Buy |
5,604
+1,049
| +23% | +$222K | 0.18% | 101 |
|
|
2020
Q4 | $1.01M | Buy |
4,555
+920
| +25% | +$205K | 0.18% | 97 |
|
|
2020
Q3 | $913K | Buy |
3,635
+68
| +2% | +$17.1K | 0.19% | 92 |
|
|
2020
Q2 | $685K | Buy |
3,567
+706
| +25% | +$136K | 0.15% | 129 |
|
|
2020
Q1 | $485K | Buy |
2,861
+452
| +19% | +$76.6K | 0.13% | 134 |
|
|
2019
Q4 | $456K | Buy |
+2,409
| New | +$456K | 0.11% | 182 |
|