Concourse Financial Group Securities’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,933
| Closed | -$2.31M | – | 1704 |
|
|
2024
Q4 | $2.31M | Buy |
6,933
+301
| +5% | +$100K | 0.13% | 164 |
|
|
2024
Q3 | $1.82M | Sell |
6,632
-33
| -0.5% | -$9.05K | 0.11% | 190 |
|
|
2024
Q2 | $1.71M | Buy |
6,665
+819
| +14% | +$211K | 0.11% | 190 |
|
|
2024
Q1 | $1.76M | Buy |
5,846
+263
| +5% | +$79.3K | 0.11% | 189 |
|
|
2023
Q4 | $1.47M | Buy |
5,583
+2,290
| +70% | +$603K | 0.1% | 202 |
|
|
2023
Q3 | $668K | Sell |
3,293
-427
| -11% | -$86.6K | 0.05% | 356 |
|
|
2023
Q2 | $786K | Sell |
3,720
-41
| -1% | -$8.66K | 0.06% | 336 |
|
|
2023
Q1 | $751K | Sell |
3,761
-1,387
| -27% | -$277K | 0.06% | 334 |
|
|
2022
Q4 | $683K | Sell |
5,148
-123
| -2% | -$16.3K | 0.06% | 341 |
|
|
2022
Q3 | $758K | Buy |
5,271
+532
| +11% | +$76.5K | 0.07% | 270 |
|
|
2022
Q2 | $782K | Buy |
4,739
+400
| +9% | +$66K | 0.07% | 294 |
|
|
2022
Q1 | $921K | Sell |
4,339
-2,131
| -33% | -$452K | 0.07% | 283 |
|
|
2021
Q4 | $1.64M | Buy |
6,470
+493
| +8% | +$125K | 0.09% | 217 |
|
|
2021
Q3 | $1.62M | Buy |
5,977
+1,941
| +48% | +$526K | 0.1% | 203 |
|
|
2021
Q2 | $986K | Buy |
4,036
+1,372
| +52% | +$335K | 0.06% | 303 |
|
|
2021
Q1 | $564K | Buy |
2,664
+17
| +0.6% | +$3.6K | 0.04% | 401 |
|
|
2020
Q4 | $589K | Buy |
2,647
+725
| +38% | +$161K | 0.04% | 358 |
|
|
2020
Q3 | $483K | Buy |
1,922
+207
| +12% | +$52K | 0.04% | 345 |
|
|
2020
Q2 | $321K | Buy |
1,715
+718
| +72% | +$134K | 0.03% | 401 |
|
|
2020
Q1 | $144K | Buy |
997
+338
| +51% | +$48.8K | 0.02% | 552 |
|
|
2019
Q4 | $107K | Buy |
659
+441
| +202% | +$71.6K | 0.01% | 689 |
|
|
2019
Q3 | $32K | Sell |
218
-476
| -69% | -$69.9K | 0.01% | 773 |
|
|
2019
Q2 | $106K | Sell |
694
-108
| -13% | -$16.5K | 0.01% | 646 |
|
|
2019
Q1 | $126K | Buy |
802
+264
| +49% | +$41.5K | 0.01% | 614 |
|
|
2018
Q4 | $73K | Buy |
538
+292
| +119% | +$39.6K | 0.01% | 709 |
|
|
2018
Q3 | $39K | Buy |
+246
| New | +$39K | 0.01% | 642 |
|