Capital Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
10,478
+3,458
| +49% | +$943K | 0.05% | 184 |
|
|
2025
Q1 | $1.88M | Buy |
7,020
+275
| +4% | +$73.8K | 0.04% | 222 |
|
|
2024
Q4 | $2.26M | Buy |
6,745
+106
| +2% | +$35.4K | 0.05% | 198 |
|
|
2024
Q3 | $1.82M | Sell |
6,639
-7
| -0.1% | -$1.92K | 0.04% | 224 |
|
|
2024
Q2 | $1.71M | Buy |
6,646
+212
| +3% | +$54.5K | 0.04% | 213 |
|
|
2024
Q1 | $1.94M | Sell |
6,434
-135
| -2% | -$40.7K | 0.05% | 195 |
|
|
2023
Q4 | $1.73M | Sell |
6,569
-15
| -0.2% | -$3.95K | 0.04% | 208 |
|
|
2023
Q3 | $1.34M | Buy |
6,584
+864
| +15% | +$175K | 0.04% | 225 |
|
|
2023
Q2 | $1.21M | Sell |
5,720
-161
| -3% | -$34K | 0.04% | 218 |
|
|
2023
Q1 | $1.17M | Buy |
5,881
+1
| +0% | +$200 | 0.03% | 230 |
|
|
2022
Q4 | $780K | Sell |
5,880
-161
| -3% | -$21.4K | 0.02% | 280 |
|
|
2022
Q3 | $869K | Sell |
6,041
-41
| -0.7% | -$5.9K | 0.03% | 259 |
|
|
2022
Q2 | $1M | Buy |
6,082
+466
| +8% | +$76.9K | 0.03% | 250 |
|
|
2022
Q1 | $1.19M | Buy |
5,616
+616
| +12% | +$131K | 0.04% | 242 |
|
|
2021
Q4 | $1.27M | Buy |
5,000
+270
| +6% | +$68.6K | 0.04% | 240 |
|
|
2021
Q3 | $1.28M | Buy |
4,730
+835
| +21% | +$226K | 0.04% | 232 |
|
|
2021
Q2 | $951K | Sell |
3,895
-200
| -5% | -$48.8K | 0.03% | 279 |
|
|
2021
Q1 | $868K | Buy |
4,095
+882
| +27% | +$187K | 0.03% | 275 |
|
|
2020
Q4 | $715K | Buy |
3,213
+2,056
| +178% | +$458K | 0.03% | 292 |
|
|
2020
Q3 | $291K | Buy |
1,157
+49
| +4% | +$12.3K | 0.01% | 397 |
|
|
2020
Q2 | $208K | Buy |
+1,108
| New | +$208K | 0.01% | 454 |
|