Centaurus Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Buy |
15,016
+1,102
| +8% | +$301K | 0.24% | 102 |
|
|
2025
Q1 | $3.73M | Buy |
13,914
+2,338
| +20% | +$627K | 0.23% | 94 |
|
|
2024
Q4 | $3.87M | Sell |
11,576
-1,382
| -11% | -$462K | 0.24% | 92 |
|
|
2024
Q3 | $3.55M | Buy |
12,958
+494
| +4% | +$135K | 0.23% | 98 |
|
|
2024
Q2 | $3.2M | Buy |
12,464
+2,365
| +23% | +$608K | 0.21% | 108 |
|
|
2024
Q1 | $3.04M | Buy |
10,099
+817
| +9% | +$246K | 0.21% | 108 |
|
|
2023
Q4 | $2.44M | Sell |
9,282
-318
| -3% | -$83.7K | 0.19% | 116 |
|
|
2023
Q3 | $1.95M | Sell |
9,600
-2,738
| -22% | -$555K | 0.17% | 135 |
|
|
2023
Q2 | $2.61M | Sell |
12,338
-898
| -7% | -$190K | 0.23% | 113 |
|
|
2023
Q1 | $2.64M | Sell |
13,236
-542
| -4% | -$108K | 0.21% | 122 |
|
|
2022
Q4 | $1.83M | Sell |
13,778
-3,119
| -18% | -$414K | 0.17% | 144 |
|
|
2022
Q3 | $2.43M | Buy |
16,897
+712
| +4% | +$102K | 0.24% | 110 |
|
|
2022
Q2 | $2.67M | Buy |
16,185
+607
| +4% | +$100K | 0.26% | 101 |
|
|
2022
Q1 | $3.31M | Buy |
15,578
+1,476
| +10% | +$313K | 0.26% | 94 |
|
|
2021
Q4 | $3.58M | Buy |
14,102
+2,302
| +20% | +$585K | 0.27% | 91 |
|
|
2021
Q3 | $3.2M | Buy |
11,800
+930
| +9% | +$252K | 0.27% | 92 |
|
|
2021
Q2 | $2.66M | Buy |
10,870
+4,724
| +77% | +$1.15M | 0.22% | 107 |
|
|
2021
Q1 | $1.3M | Buy |
6,146
+1,084
| +21% | +$230K | 0.13% | 194 |
|
|
2020
Q4 | $1.13M | Buy |
5,062
+508
| +11% | +$113K | 0.12% | 208 |
|
|
2020
Q3 | $1.15M | Sell |
4,554
-286
| -6% | -$71.9K | 0.16% | 150 |
|
|
2020
Q2 | $907K | Buy |
4,840
+352
| +8% | +$66K | 0.13% | 181 |
|
|
2020
Q1 | $646K | Sell |
4,488
-541
| -11% | -$77.9K | 0.13% | 182 |
|
|
2019
Q4 | $818K | Buy |
5,029
+752
| +18% | +$122K | 0.11% | 215 |
|
|
2019
Q3 | $635K | Buy |
4,277
+2,428
| +131% | +$360K | 0.1% | 236 |
|
|
2019
Q2 | $281K | Buy |
1,849
+648
| +54% | +$98.5K | 0.04% | 363 |
|
|
2019
Q1 | $7.59K | Sell |
1,201
-519
| -30% | -$3.28K | 0.04% | 298 |
|
|
2018
Q4 | $13 | Buy |
+1,720
| New | +$13 | 0.09% | 164 |
|
|
2018
Q3 | – | Sell |
-1,909
| Closed | -$260K | – | 821 |
|
|
2018
Q2 | $260K | Buy |
+1,909
| New | +$260K | 0.04% | 451 |
|