Cetera Advisor Networks’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $39.8M | Buy |
132,020
+8,730
| +7% | +$2.63M | 0.2% | 104 |
|
|
2023
Q4 | $32.4M | Sell |
123,290
-136
| -0.1% | -$35.8K | 0.18% | 112 |
|
|
2023
Q3 | $25M | Buy |
123,426
+4,931
| +4% | +$1,000K | 0.16% | 127 |
|
|
2023
Q2 | $25M | Buy |
118,495
+1,850
| +2% | +$391K | 0.17% | 122 |
|
|
2023
Q1 | $23.3M | Sell |
116,645
-1,986
| -2% | -$397K | 0.17% | 135 |
|
|
2022
Q4 | $15.7M | Buy |
118,631
+31,960
| +37% | +$4.24M | 0.13% | 191 |
|
|
2022
Q3 | $12.5M | Buy |
86,671
+11,585
| +15% | +$1.67M | 0.15% | 152 |
|
|
2022
Q2 | $12.4M | Buy |
75,086
+10,031
| +15% | +$1.66M | 0.16% | 149 |
|
|
2022
Q1 | $13.8M | Buy |
65,055
+2,064
| +3% | +$438K | 0.17% | 131 |
|
|
2021
Q4 | $16M | Sell |
62,991
-2,022
| -3% | -$514K | 0.2% | 107 |
|
|
2021
Q3 | $17.6M | Buy |
65,013
+10,550
| +19% | +$2.86M | 0.24% | 86 |
|
|
2021
Q2 | $13.3M | Buy |
54,463
+22,525
| +71% | +$5.5M | 0.19% | 135 |
|
|
2021
Q1 | $6.77M | Sell |
31,938
-1,735
| -5% | -$368K | 0.14% | 163 |
|
|
2020
Q4 | $7.49M | Buy |
33,673
+4,284
| +15% | +$953K | 0.17% | 130 |
|
|
2020
Q3 | $7.39M | Sell |
29,389
-192
| -0.6% | -$48.3K | 0.19% | 129 |
|
|
2020
Q2 | $5.54M | Buy |
29,581
+5,308
| +22% | +$994K | 0.15% | 146 |
|
|
2020
Q1 | $3.5M | Buy |
24,273
+1,500
| +7% | +$216K | 0.12% | 181 |
|
|
2019
Q4 | $3.72M | Buy |
22,773
+5,276
| +30% | +$861K | 0.1% | 193 |
|
|
2019
Q3 | $2.6M | Buy |
17,497
+1,465
| +9% | +$218K | 0.08% | 236 |
|
|
2019
Q2 | $2.43M | Buy |
16,032
+3,003
| +23% | +$455K | 0.07% | 238 |
|
|
2019
Q1 | $2.07M | Buy |
13,029
+3,430
| +36% | +$545K | 0.07% | 257 |
|
|
2018
Q4 | $1.31M | Sell |
9,599
-1,640
| -15% | -$224K | 0.05% | 305 |
|
|
2018
Q3 | $1.79M | Buy |
11,239
+1,209
| +12% | +$193K | 0.06% | 264 |
|
|
2018
Q2 | $1.37M | Buy |
10,030
+922
| +10% | +$126K | 0.07% | 239 |
|
|
2018
Q1 | $1.06M | Sell |
9,108
-641
| -7% | -$74.6K | 0.05% | 311 |
|
|
2017
Q4 | $989K | Buy |
9,749
+260
| +3% | +$26.4K | 0.04% | 367 |
|
|
2017
Q3 | $889K | Buy |
9,489
+265
| +3% | +$24.8K | 0.04% | 361 |
|
|
2017
Q2 | $797K | Buy |
9,224
+2,200
| +31% | +$190K | 0.04% | 381 |
|
|
2017
Q1 | $577K | Sell |
7,024
-2,055
| -23% | -$169K | 0.03% | 465 |
|
|
2016
Q4 | $623K | Sell |
9,079
-5,797
| -39% | -$398K | 0.03% | 416 |
|
|
2016
Q3 | $1.06M | Buy |
14,876
+5,792
| +64% | +$413K | 0.04% | 362 |
|
|
2016
Q2 | $721K | Buy |
9,084
+117
| +1% | +$9.29K | 0.04% | 351 |
|
|
2016
Q1 | $662K | Buy |
8,967
+5,036
| +128% | +$372K | 0.04% | 365 |
|
|
2015
Q4 | $308K | Buy |
3,931
+246
| +7% | +$19.3K | 0.02% | 596 |
|
|
2015
Q3 | $257K | Buy |
3,685
+543
| +17% | +$37.9K | 0.02% | 640 |
|
|
2015
Q2 | $211K | Hold |
3,142
| – | – | 0.01% | 743 |
|
|
2015
Q1 | $211K | Buy |
+3,142
| New | +$211K | 0.01% | 747 |
|