Cornerstone 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 | $300K | Sell |
1,100
-43
| -4% | -$11.7K | 0.03% | 185 |
|
|
2025
Q1 | $312K | Buy |
1,143
+115
| +11% | +$31.4K | 0.04% | 175 |
|
|
2024
Q4 | $336K | Buy |
1,028
+251
| +32% | +$81.9K | 0.04% | 177 |
|
|
2024
Q3 | $213K | Buy |
+777
| New | +$213K | 0.03% | 209 |
|
|
2024
Q2 | – | Sell |
-851
| Closed | -$256K | – | 216 |
|
|
2024
Q1 | $256K | Sell |
851
-268
| -24% | -$80.7K | 0.04% | 205 |
|
|
2023
Q4 | $294K | Buy |
1,119
+55
| +5% | +$14.5K | 0.05% | 180 |
|
|
2023
Q3 | $216K | Buy |
1,064
+84
| +9% | +$17K | 0.04% | 204 |
|
|
2023
Q2 | $207K | Sell |
980
-179
| -15% | -$37.8K | 0.04% | 207 |
|
|
2023
Q1 | $232K | Buy |
+1,159
| New | +$232K | 0.04% | 194 |
|
|
2022
Q2 | – | Sell |
-1,117
| Closed | -$237K | – | 197 |
|
|
2022
Q1 | $237K | Sell |
1,117
-704
| -39% | -$149K | 0.04% | 198 |
|
|
2021
Q4 | $463K | Buy |
1,821
+1,060
| +139% | +$270K | 0.07% | 179 |
|
|
2021
Q3 | $206K | Buy |
+761
| New | +$206K | 0.03% | 209 |
|