Chicago Partners Investment Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
8,089
-293
| -3% | -$78.3K | 0.06% | 244 |
|
|
2025
Q1 | $2.33M | Buy |
8,382
+466
| +6% | +$130K | 0.08% | 214 |
|
|
2024
Q4 | $2.59M | Buy |
7,916
+1,034
| +15% | +$338K | 0.09% | 194 |
|
|
2024
Q3 | $1.96M | Sell |
6,882
-352
| -5% | -$100K | 0.07% | 219 |
|
|
2024
Q2 | $1.87M | Buy |
7,234
+128
| +2% | +$33K | 0.07% | 222 |
|
|
2024
Q1 | $1.97M | Sell |
7,106
-54
| -0.8% | -$14.9K | 0.08% | 211 |
|
|
2023
Q4 | $1.98M | Buy |
7,160
+95
| +1% | +$26.3K | 0.09% | 194 |
|
|
2023
Q3 | $1.43M | Buy |
7,065
+454
| +7% | +$91.7K | 0.08% | 231 |
|
|
2023
Q2 | $1.46M | Sell |
6,611
-859
| -11% | -$189K | 0.08% | 235 |
|
|
2023
Q1 | $1.46M | Sell |
7,470
-4,306
| -37% | -$839K | 0.09% | 220 |
|
|
2022
Q4 | $2.02M | Buy |
11,776
+12
| +0.1% | +$2.06K | 0.12% | 164 |
|
|
2022
Q3 | $1.7M | Buy |
11,764
+262
| +2% | +$37.9K | 0.12% | 156 |
|
|
2022
Q2 | $2.12M | Buy |
11,502
+317
| +3% | +$58.3K | 0.15% | 131 |
|
|
2022
Q1 | $1.76M | Buy |
11,185
+763
| +7% | +$120K | 0.13% | 141 |
|
|
2021
Q4 | $2.15M | Buy |
10,422
+219
| +2% | +$45.2K | 0.15% | 132 |
|
|
2021
Q3 | $3.09M | Buy |
10,203
+152
| +2% | +$46K | 0.22% | 94 |
|
|
2021
Q2 | $2.49M | Buy |
10,051
+3,879
| +63% | +$961K | 0.19% | 107 |
|
|
2021
Q1 | $1.45M | Buy |
6,172
+2,844
| +85% | +$670K | 0.12% | 149 |
|
|
2020
Q4 | $751K | Buy |
3,328
+550
| +20% | +$124K | 0.07% | 209 |
|
|
2020
Q3 | $659K | Buy |
2,778
+69
| +3% | +$16.4K | 0.08% | 195 |
|
|
2020
Q2 | $517K | Buy |
2,709
+198
| +8% | +$37.8K | 0.06% | 216 |
|
|
2020
Q1 | $408K | Buy |
2,511
+568
| +29% | +$92.3K | 0.06% | 214 |
|
|
2019
Q4 | $355K | Buy |
1,943
+471
| +32% | +$86.1K | 0.04% | 251 |
|
|
2019
Q3 | $218K | Buy |
1,472
+65
| +5% | +$9.63K | 0.03% | 307 |
|
|
2019
Q2 | $222K | Buy |
+1,407
| New | +$222K | 0.03% | 293 |
|
|
2018
Q4 | – | Sell |
-703
| Closed | -$92K | – | 448 |
|
|
2018
Q3 | $92K | Buy |
703
+350
| +99% | +$45.8K | 0.01% | 429 |
|
|
2018
Q2 | $48K | Hold |
353
| – | – | 0.01% | 487 |
|
|
2018
Q1 | $41K | Hold |
353
| – | – | 0.01% | 479 |
|
|
2017
Q4 | $36K | Buy |
353
+105
| +42% | +$10.7K | 0.01% | 502 |
|
|
2017
Q3 | $23K | Sell |
248
-58
| -19% | -$5.38K | ﹤0.01% | 594 |
|
|
2017
Q2 | $23K | Buy |
+306
| New | +$23K | 0.01% | 494 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$14K | – | 557 |
|
|
2016
Q4 | $14K | Buy |
+200
| New | +$14K | 0.01% | 407 |
|