Crewe Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
1,018
-92
| -8% | -$25.1K | 0.04% | 129 |
|
|
2025
Q1 | $298K | Sell |
1,110
-92
| -8% | -$24.7K | 0.04% | 111 |
|
|
2024
Q4 | $402K | Sell |
1,202
-445
| -27% | -$149K | 0.06% | 91 |
|
|
2024
Q3 | $451K | Sell |
1,647
-373
| -18% | -$102K | 0.05% | 88 |
|
|
2024
Q2 | $519K | Buy |
2,020
+29
| +1% | +$7.46K | 0.06% | 101 |
|
|
2024
Q1 | $600K | Buy |
+1,991
| New | +$600K | 0.07% | 86 |
|
|
2023
Q3 | – | Sell |
-1,589
| Closed | -$336K | – | 658 |
|
|
2023
Q2 | $336K | Sell |
1,589
-346
| -18% | -$73.1K | 0.05% | 102 |
|
|
2023
Q1 | $387K | Sell |
1,935
-142
| -7% | -$28.4K | 0.06% | 100 |
|
|
2022
Q4 | $275K | Sell |
2,077
-23,804
| -92% | -$3.16M | 0.04% | 120 |
|
|
2022
Q3 | $3.72M | Buy |
25,881
+23,772
| +1,127% | +$3.42M | 0.67% | 23 |
|
|
2022
Q2 | $348K | Buy |
2,109
+508
| +32% | +$83.8K | 0.08% | 80 |
|
|
2022
Q1 | $340K | Buy |
1,601
+150
| +10% | +$31.9K | 0.07% | 75 |
|
|
2021
Q4 | $369K | Buy |
1,451
+953
| +191% | +$242K | 0.08% | 56 |
|
|
2021
Q3 | $135K | Buy |
498
+15
| +3% | +$4.07K | 0.03% | 95 |
|
|
2021
Q2 | $118K | Hold |
483
| – | – | 0.03% | 107 |
|
|
2021
Q1 | $102K | Hold |
483
| – | – | 0.03% | 104 |
|
|
2020
Q4 | $107K | Buy |
483
+4
| +0.8% | +$886 | 0.04% | 95 |
|
|
2020
Q3 | $120K | Buy |
479
+299
| +166% | +$74.9K | 0.06% | 75 |
|
|
2020
Q2 | $34K | Hold |
180
| – | – | 0.02% | 119 |
|
|
2020
Q1 | $26K | Hold |
180
| – | – | 0.02% | 112 |
|
|
2019
Q4 | $29K | Hold |
180
| – | – | 0.01% | 136 |
|
|
2019
Q3 | $27K | Hold |
180
| – | – | 0.01% | 148 |
|
|
2019
Q2 | $27K | Hold |
180
| – | – | 0.01% | 171 |
|
|
2019
Q1 | $29K | Hold |
180
| – | – | 0.01% | 143 |
|
|
2018
Q4 | $25K | Hold |
180
| – | – | 0.01% | 150 |
|
|
2018
Q3 | $29K | Hold |
180
| – | – | 0.02% | 151 |
|
|
2018
Q2 | $25K | Buy |
+180
| New | +$25K | 0.02% | 163 |
|