Capital Planning 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 | $270K | Sell |
989
-85
| -8% | -$23.2K | 0.04% | 123 |
|
|
2025
Q1 | $288K | Buy |
1,074
+4
| +0.4% | +$1.07K | 0.04% | 118 |
|
|
2024
Q4 | $358K | Buy |
1,070
+25
| +2% | +$8.36K | 0.06% | 113 |
|
|
2024
Q3 | $286K | Buy |
1,045
+7
| +0.7% | +$1.92K | 0.04% | 118 |
|
|
2024
Q2 | $267K | Sell |
1,038
-203
| -16% | -$52.2K | 0.05% | 121 |
|
|
2024
Q1 | $374K | Buy |
1,241
+43
| +4% | +$13K | 0.07% | 112 |
|
|
2023
Q4 | $315K | Sell |
1,198
-4
| -0.3% | -$1.05K | 0.06% | 113 |
|
|
2023
Q3 | $244K | Sell |
1,202
-12
| -1% | -$2.43K | 0.05% | 112 |
|
|
2023
Q2 | $256K | Sell |
1,214
-14
| -1% | -$2.96K | 0.05% | 115 |
|
|
2023
Q1 | $245K | Buy |
+1,228
| New | +$245K | 0.05% | 114 |
|
|
2022
Q4 | – | Sell |
-1,756
| Closed | -$253K | – | 122 |
|
|
2022
Q3 | $253K | Sell |
1,756
-194
| -10% | -$28K | 0.07% | 107 |
|
|
2022
Q2 | $322K | Sell |
1,950
-2,649
| -58% | -$437K | 0.09% | 101 |
|
|
2022
Q1 | $976K | Sell |
4,599
-151
| -3% | -$32K | 0.21% | 82 |
|
|
2021
Q4 | $1.21M | Sell |
4,750
-16
| -0.3% | -$4.07K | 0.23% | 81 |
|
|
2021
Q3 | $1.29M | Sell |
4,766
-103
| -2% | -$27.9K | 0.27% | 78 |
|
|
2021
Q2 | $1.19M | Sell |
4,869
-4,741
| -49% | -$1.16M | 0.24% | 82 |
|
|
2021
Q1 | $2.04M | Sell |
9,610
-980
| -9% | -$208K | 0.46% | 58 |
|
|
2020
Q4 | $2.36M | Buy |
10,590
+811
| +8% | +$181K | 0.58% | 42 |
|
|
2020
Q3 | $2.46M | Buy |
9,779
+671
| +7% | +$169K | 0.67% | 38 |
|
|
2020
Q2 | $1.71M | Buy |
+9,108
| New | +$1.71M | 0.51% | 53 |
|