Cary Street Partners Investment Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Buy |
3,654
+1,106
| +43% | +$302K | 0.48% | 46 |
|
|
2025
Q1 | $684K | Buy |
2,548
+120
| +5% | +$32.2K | 0.39% | 54 |
|
|
2024
Q4 | $812K | Sell |
2,428
-30,076
| -93% | -$10.1M | 0.53% | 42 |
|
|
2024
Q3 | $8.9M | Sell |
32,504
-511
| -2% | -$140K | 0.33% | 78 |
|
|
2024
Q2 | $8.49M | Buy |
33,015
+156
| +0.5% | +$40.1K | 0.34% | 72 |
|
|
2024
Q1 | $9.89M | Buy |
32,859
+2,445
| +8% | +$736K | 0.42% | 64 |
|
|
2023
Q4 | $8M | Buy |
30,414
+962
| +3% | +$253K | 0.38% | 72 |
|
|
2023
Q3 | $5.97M | Buy |
29,452
+3,137
| +12% | +$636K | 0.32% | 87 |
|
|
2023
Q2 | $5.56M | Buy |
26,315
+1,105
| +4% | +$233K | 0.36% | 74 |
|
|
2023
Q1 | $5.04M | Buy |
25,210
+331
| +1% | +$66.1K | 0.36% | 75 |
|
|
2022
Q4 | $3.3M | Sell |
24,879
-7,467
| -23% | -$990K | 0.24% | 108 |
|
|
2022
Q3 | $4.65M | Buy |
32,346
+1,700
| +6% | +$245K | 0.38% | 72 |
|
|
2022
Q2 | $5.06M | Buy |
30,646
+29,597
| +2,821% | +$4.88M | 0.43% | 69 |
|
|
2022
Q1 | $223K | Sell |
1,049
-226
| -18% | -$48K | 0.06% | 251 |
|
|
2021
Q4 | $324K | Buy |
1,275
+397
| +45% | +$101K | 0.09% | 199 |
|
|
2021
Q3 | $238K | Buy |
878
+50
| +6% | +$13.6K | 0.08% | 218 |
|
|
2021
Q2 | $202K | Buy |
+828
| New | +$202K | 0.07% | 239 |
|
|
2021
Q1 | – | Sell |
-971
| Closed | -$216K | – | 332 |
|
|
2020
Q4 | $216K | Buy |
971
+313
| +48% | +$69.6K | 0.04% | 318 |
|
|
2020
Q3 | $165K | Buy |
+658
| New | +$165K | 0.03% | 285 |
|