Creative Planning’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.3M | Sell |
268,903
-4,818
| -2% | -$1.31M | 0.06% | 130 |
|
|
2025
Q1 | $73.5M | Buy |
273,721
+27,956
| +11% | +$7.5M | 0.07% | 117 |
|
|
2024
Q4 | $82.2M | Buy |
245,765
+12,022
| +5% | +$4.02M | 0.08% | 104 |
|
|
2024
Q3 | $64M | Buy |
233,743
+17,350
| +8% | +$4.75M | 0.06% | 118 |
|
|
2024
Q2 | $55.6M | Buy |
216,393
+2,539
| +1% | +$653K | 0.06% | 122 |
|
|
2024
Q1 | $64.4M | Buy |
213,854
+12,285
| +6% | +$3.7M | 0.07% | 106 |
|
|
2023
Q4 | $53M | Sell |
201,569
-57,969
| -22% | -$15.3M | 0.1% | 118 |
|
|
2023
Q3 | $52.6M | Buy |
259,538
+57,037
| +28% | +$11.6M | 0.07% | 116 |
|
|
2023
Q2 | $42.8M | Sell |
202,501
-4,671
| -2% | -$987K | 0.06% | 127 |
|
|
2023
Q1 | $41.4M | Buy |
207,172
+3,034
| +1% | +$606K | 0.06% | 129 |
|
|
2022
Q4 | $27.1M | Buy |
204,138
+18,062
| +10% | +$2.39M | 0.04% | 174 |
|
|
2022
Q3 | $26.8M | Sell |
186,076
-33,073
| -15% | -$4.76M | 0.05% | 147 |
|
|
2022
Q2 | $36.2M | Buy |
219,149
+20,541
| +10% | +$3.39M | 0.06% | 130 |
|
|
2022
Q1 | $42.2M | Buy |
198,608
+88,383
| +80% | +$18.8M | 0.07% | 122 |
|
|
2021
Q4 | $28M | Buy |
110,225
+2,634
| +2% | +$669K | 0.05% | 147 |
|
|
2021
Q3 | $29.2M | Sell |
107,591
-2,377
| -2% | -$645K | 0.05% | 139 |
|
|
2021
Q2 | $26.9M | Sell |
109,968
-22,871
| -17% | -$5.59M | 0.05% | 148 |
|
|
2021
Q1 | $28.1M | Buy |
132,839
+6,767
| +5% | +$1.43M | 0.06% | 130 |
|
|
2020
Q4 | $28.1M | Buy |
126,072
+36,827
| +41% | +$8.2M | 0.06% | 123 |
|
|
2020
Q3 | $22.4M | Sell |
89,245
-9,653
| -10% | -$2.43M | 0.06% | 128 |
|
|
2020
Q2 | $18.5M | Sell |
98,898
-996
| -1% | -$187K | 0.05% | 126 |
|
|
2020
Q1 | $14.4M | Buy |
99,894
+3,852
| +4% | +$555K | 0.05% | 133 |
|
|
2019
Q4 | $15.6M | Buy |
96,042
+1,089
| +1% | +$177K | 0.05% | 139 |
|
|
2019
Q3 | $14.1M | Buy |
94,953
+19,340
| +26% | +$2.87M | 0.05% | 141 |
|
|
2019
Q2 | $11.5M | Buy |
75,613
+6,183
| +9% | +$938K | 0.04% | 159 |
|
|
2019
Q1 | $11M | Buy |
69,430
+483
| +0.7% | +$76.5K | 0.04% | 152 |
|
|
2018
Q4 | $9.44M | Buy |
68,947
+14,618
| +27% | +$2M | 0.04% | 155 |
|
|
2018
Q3 | $8.64M | Buy |
54,329
+2,202
| +4% | +$350K | 0.03% | 184 |
|
|
2018
Q2 | $7.11M | Buy |
52,127
+1,044
| +2% | +$142K | 0.03% | 198 |
|
|
2018
Q1 | $5.94M | Buy |
51,083
+7,089
| +16% | +$824K | 0.02% | 210 |
|
|
2017
Q4 | $4.5M | Sell |
43,994
-9,443
| -18% | -$965K | 0.02% | 261 |
|
|
2017
Q3 | $4.99M | Buy |
53,437
+7,295
| +16% | +$681K | 0.02% | 239 |
|
|
2017
Q2 | $4M | Buy |
46,142
+545
| +1% | +$47.2K | 0.02% | 269 |
|
|
2017
Q1 | $3.76M | Buy |
45,597
+5,180
| +13% | +$427K | 0.02% | 269 |
|
|
2016
Q4 | $2.77M | Sell |
40,417
-3,347
| -8% | -$229K | 0.02% | 318 |
|
|
2016
Q3 | $3.12M | Buy |
43,764
+12,628
| +41% | +$901K | 0.02% | 285 |
|
|
2016
Q2 | $2.47M | Buy |
31,136
+2,098
| +7% | +$167K | 0.02% | 294 |
|
|
2016
Q1 | $2.14M | Buy |
29,038
+522
| +2% | +$38.5K | 0.02% | 302 |
|
|
2015
Q4 | $2.24M | Buy |
28,516
+2,405
| +9% | +$189K | 0.02% | 282 |
|
|
2015
Q3 | $1.81M | Buy |
26,111
+385
| +1% | +$26.7K | 0.02% | 312 |
|
|
2015
Q2 | $1.79M | Sell |
25,726
-1,445
| -5% | -$101K | 0.02% | 317 |
|
|
2015
Q1 | $1.82M | Buy |
27,171
+7,043
| +35% | +$470K | 0.02% | 302 |
|
|
2014
Q4 | $1.19M | Buy |
20,128
+1,992
| +11% | +$118K | 0.01% | 395 |
|
|
2014
Q3 | $1.04M | Buy |
18,136
+3,672
| +25% | +$211K | 0.01% | 391 |
|
|
2014
Q2 | $840K | Sell |
14,464
-2,950
| -17% | -$171K | 0.01% | 442 |
|
|
2014
Q1 | $994K | Buy |
17,414
+1,971
| +13% | +$113K | 0.02% | 370 |
|
|
2013
Q4 | $852K | Buy |
15,443
+1,627
| +12% | +$89.8K | 0.01% | 351 |
|
|
2013
Q3 | $717K | Sell |
13,816
-3,464
| -20% | -$180K | 0.01% | 343 |
|
|
2013
Q2 | $660K | Buy |
+17,280
| New | +$660K | 0.02% | 337 |
|