Financial Advocates Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
6,593
-2,986
| -31% | -$814K | 0.15% | 141 |
|
|
2025
Q1 | $2.57M | Buy |
9,579
+412
| +4% | +$111K | 0.18% | 134 |
|
|
2024
Q4 | $3.06M | Buy |
9,167
+199
| +2% | +$66.5K | 0.17% | 132 |
|
|
2024
Q3 | $2.45M | Buy |
8,968
+120
| +1% | +$32.8K | 0.14% | 159 |
|
|
2024
Q2 | $2.27M | Buy |
8,848
+1,360
| +18% | +$350K | 0.14% | 158 |
|
|
2024
Q1 | $2.26M | Buy |
7,488
+17
| +0.2% | +$5.12K | 0.13% | 171 |
|
|
2023
Q4 | $1.97M | Sell |
7,471
-60
| -0.8% | -$15.8K | 0.13% | 177 |
|
|
2023
Q3 | $1.53M | Sell |
7,531
-122
| -2% | -$24.7K | 0.11% | 201 |
|
|
2023
Q2 | $1.62M | Buy |
7,653
+21
| +0.3% | +$4.44K | 0.12% | 192 |
|
|
2023
Q1 | $1.52M | Sell |
7,632
-231
| -3% | -$46.2K | 0.11% | 208 |
|
|
2022
Q4 | $1.04M | Buy |
7,863
+3,367
| +75% | +$446K | 0.08% | 272 |
|
|
2022
Q3 | $647K | Sell |
4,496
-1,663
| -27% | -$239K | 0.05% | 340 |
|
|
2022
Q2 | $1.02M | Buy |
6,159
+638
| +12% | +$105K | 0.08% | 267 |
|
|
2022
Q1 | $1.17M | Buy |
5,521
+382
| +7% | +$81.2K | 0.08% | 272 |
|
|
2021
Q4 | $1.31M | Buy |
5,139
+557
| +12% | +$142K | 0.08% | 272 |
|
|
2021
Q3 | $1.24M | Buy |
4,582
+859
| +23% | +$233K | 0.08% | 271 |
|
|
2021
Q2 | $910K | Sell |
3,723
-619
| -14% | -$151K | 0.06% | 328 |
|
|
2021
Q1 | $920K | Buy |
4,342
+341
| +9% | +$72.3K | 0.07% | 326 |
|
|
2020
Q4 | $891K | Buy |
4,001
+1,042
| +35% | +$232K | 0.06% | 323 |
|
|
2020
Q3 | $743K | Sell |
2,959
-172
| -5% | -$43.2K | 0.06% | 294 |
|
|
2020
Q2 | $587K | Buy |
3,131
+122
| +4% | +$22.9K | 0.06% | 322 |
|
|
2020
Q1 | $434K | Buy |
3,009
+130
| +5% | +$18.8K | 0.06% | 295 |
|
|
2019
Q4 | $468K | Buy |
2,879
+15
| +0.5% | +$2.44K | 0.05% | 320 |
|
|
2019
Q3 | $425K | Buy |
2,864
+150
| +6% | +$22.3K | 0.05% | 318 |
|
|
2019
Q2 | $412K | Sell |
2,714
-173
| -6% | -$26.3K | 0.05% | 320 |
|
|
2019
Q1 | $457K | Buy |
2,887
+335
| +13% | +$53K | 0.06% | 286 |
|
|
2018
Q4 | $350K | Sell |
2,552
-2,046
| -44% | -$281K | 0.05% | 305 |
|
|
2018
Q3 | $731K | Buy |
4,598
+566
| +14% | +$90K | 0.08% | 228 |
|
|
2018
Q2 | $563K | Buy |
4,032
+565
| +16% | +$78.9K | 0.07% | 254 |
|
|
2018
Q1 | $403K | Buy |
3,467
+1,260
| +57% | +$146K | 0.05% | 295 |
|
|
2017
Q4 | $226K | Buy |
+2,207
| New | +$226K | 0.03% | 426 |
|