Capital Investment 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 | $681K | Buy |
2,496
+63
| +3% | +$17.2K | 0.06% | 288 |
|
|
2025
Q1 | $653K | Buy |
2,433
+231
| +10% | +$62K | 0.06% | 272 |
|
|
2024
Q4 | $736K | Sell |
2,202
-2
| -0.1% | -$669 | 0.07% | 231 |
|
|
2024
Q3 | $603K | Sell |
2,204
-17
| -0.8% | -$4.65K | 0.06% | 260 |
|
|
2024
Q2 | $571K | Buy |
2,221
+23
| +1% | +$5.91K | 0.06% | 269 |
|
|
2024
Q1 | $662K | Sell |
2,198
-232
| -10% | -$69.9K | 0.07% | 250 |
|
|
2023
Q4 | $639K | Buy |
2,430
+156
| +7% | +$41.1K | 0.06% | 238 |
|
|
2023
Q3 | $461K | Buy |
2,274
+157
| +7% | +$31.8K | 0.05% | 288 |
|
|
2023
Q2 | $447K | Buy |
2,117
+12
| +0.6% | +$2.54K | 0.04% | 290 |
|
|
2023
Q1 | $421K | Sell |
2,105
-351
| -14% | -$70.1K | 0.05% | 290 |
|
|
2022
Q4 | $326K | Sell |
2,456
-414
| -14% | -$54.9K | 0.04% | 352 |
|
|
2022
Q3 | $413K | Sell |
2,870
-756
| -21% | -$109K | 0.05% | 285 |
|
|
2022
Q2 | $598K | Buy |
3,626
+333
| +10% | +$54.9K | 0.07% | 230 |
|
|
2022
Q1 | $699K | Buy |
3,293
+778
| +31% | +$165K | 0.08% | 222 |
|
|
2021
Q4 | $639K | Buy |
2,515
+2
| +0.1% | +$508 | 0.08% | 237 |
|
|
2021
Q3 | $682K | Sell |
2,513
-602
| -19% | -$163K | 0.09% | 212 |
|
|
2021
Q2 | $761K | Sell |
3,115
-430
| -12% | -$105K | 0.1% | 204 |
|
|
2021
Q1 | $751K | Sell |
3,545
-514
| -13% | -$109K | 0.11% | 185 |
|
|
2020
Q4 | $903K | Buy |
4,059
+415
| +11% | +$92.3K | 0.13% | 157 |
|
|
2020
Q3 | $916K | Sell |
3,644
-1,092
| -23% | -$274K | 0.17% | 124 |
|
|
2020
Q2 | $887K | Buy |
4,736
+105
| +2% | +$19.7K | 0.18% | 121 |
|
|
2020
Q1 | $667K | Buy |
+4,631
| New | +$667K | 0.16% | 124 |
|
|
2019
Q4 | – | Sell |
-481
| Closed | -$71K | – | 700 |
|
|
2019
Q3 | $71K | Buy |
481
+16
| +3% | +$2.36K | 0.02% | 478 |
|
|
2019
Q2 | $73K | Buy |
465
+291
| +167% | +$45.7K | 0.02% | 458 |
|
|
2019
Q1 | $28K | Buy |
174
+30
| +21% | +$4.83K | 0.01% | 602 |
|
|
2018
Q4 | $20K | Buy |
+144
| New | +$20K | 0.01% | 636 |
|