Financial Architects (New Jersey)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $959K | Buy |
4,540
+45
| +1% | +$9.51K | 0.14% | 145 |
|
|
2023
Q1 | $898K | Buy |
4,495
+33
| +0.7% | +$6.59K | 0.14% | 146 |
|
|
2022
Q4 | $592K | Sell |
4,462
-29
| -0.6% | -$3.85K | 0.1% | 188 |
|
|
2022
Q3 | $646K | Buy |
+4,491
| New | +$646K | 0.11% | 171 |
|
|
2022
Q2 | – | Sell |
-4,331
| Closed | -$919K | – | 72 |
|
|
2022
Q1 | $919K | Sell |
4,331
-254
| -6% | -$53.9K | 0.13% | 153 |
|
|
2021
Q4 | $1.17M | Sell |
4,585
-395
| -8% | -$100K | 0.16% | 134 |
|
|
2021
Q3 | $1.35M | Buy |
4,980
+1,525
| +44% | +$414K | 0.2% | 119 |
|
|
2021
Q2 | $844K | Buy |
3,455
+741
| +27% | +$181K | 0.12% | 151 |
|
|
2021
Q1 | $575K | Buy |
2,714
+1,511
| +126% | +$320K | 0.09% | 175 |
|
|
2020
Q4 | $268K | Sell |
1,203
-20
| -2% | -$4.46K | 0.05% | 240 |
|
|
2020
Q3 | $307K | Buy |
1,223
+408
| +50% | +$102K | 0.07% | 196 |
|
|
2020
Q2 | $153K | Sell |
815
-62
| -7% | -$11.6K | 0.04% | 279 |
|
|
2020
Q1 | $126K | Buy |
877
+111
| +14% | +$15.9K | 0.03% | 277 |
|
|
2019
Q4 | $125K | Buy |
766
+100
| +15% | +$16.3K | 0.03% | 300 |
|
|
2019
Q3 | $99K | Sell |
666
-2,037
| -75% | -$303K | 0.02% | 328 |
|
|
2019
Q2 | $410K | Buy |
2,703
+590
| +28% | +$89.5K | 0.08% | 167 |
|
|
2019
Q1 | $335K | Buy |
2,113
+340
| +19% | +$53.9K | 0.06% | 216 |
|
|
2018
Q4 | $243K | Buy |
1,773
+1,041
| +142% | +$143K | 0.05% | 229 |
|
|
2018
Q3 | $116K | Hold |
732
| – | – | 0.02% | 377 |
|
|
2018
Q2 | $100K | Buy |
732
+432
| +144% | +$59K | 0.02% | 406 |
|
|
2018
Q1 | $35K | Hold |
300
| – | – | 0.01% | 627 |
|
|
2017
Q4 | $31K | Sell |
300
-29
| -9% | -$3K | 0.01% | 730 |
|
|
2017
Q3 | $31K | Sell |
329
-572
| -63% | -$53.9K | 0.01% | 744 |
|
|
2017
Q2 | $78K | Sell |
901
-1,199
| -57% | -$104K | 0.01% | 486 |
|
|
2017
Q1 | $173K | Sell |
2,100
-1,900
| -48% | -$157K | 0.03% | 302 |
|
|
2016
Q4 | $274K | Sell |
4,000
-36
| -0.9% | -$2.47K | 0.06% | 202 |
|
|
2016
Q3 | $288K | Buy |
4,036
+2,900
| +255% | +$207K | 0.08% | 194 |
|
|
2016
Q2 | $91K | Buy |
1,136
+700
| +161% | +$56.1K | 0.03% | 389 |
|
|
2016
Q1 | $32K | Buy |
+436
| New | +$32K | 0.01% | 473 |
|
|
2015
Q3 | – | Sell |
-249
| Closed | -$17K | – | 346 |
|
|
2015
Q2 | $17K | Hold |
249
| – | – | 0.01% | 654 |
|
|
2015
Q1 | $17K | Buy |
249
+38
| +18% | +$2.59K | 0.01% | 599 |
|
|
2014
Q4 | $13K | Buy |
211
+11
| +6% | +$678 | 0.01% | 600 |
|
|
2014
Q3 | $12K | Sell |
200
-100
| -33% | -$6K | 0.01% | 548 |
|
|
2014
Q2 | $17K | Buy |
+300
| New | +$17K | 0.01% | 527 |
|
|
2013
Q4 | – | Sell |
-404
| Closed | -$21K | – | 240 |
|
|
2013
Q3 | $21K | Buy |
+404
| New | +$21K | 0.01% | 380 |
|