Financial Counselors Inc’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-175,631
| Closed | -$47.1M | – | 119 |
|
|
2025
Q1 | $47.1M | Buy |
175,631
+3,869
| +2% | +$1.04M | 0.72% | 39 |
|
|
2024
Q4 | $57.4M | Buy |
171,762
+2,439
| +1% | +$815K | 0.84% | 33 |
|
|
2024
Q3 | $46.3M | Buy |
169,323
+4,817
| +3% | +$1.32M | 0.69% | 42 |
|
|
2024
Q2 | $42.3M | Buy |
164,506
+7,786
| +5% | +$2M | 0.68% | 44 |
|
|
2024
Q1 | $47.2M | Sell |
156,720
-22,327
| -12% | -$6.72M | 0.8% | 35 |
|
|
2023
Q4 | $47.1M | Sell |
179,047
-15
| -0% | -$3.95K | 0.84% | 32 |
|
|
2023
Q3 | $36.3M | Buy |
179,062
+3,532
| +2% | +$716K | 0.73% | 40 |
|
|
2023
Q2 | $37.1M | Sell |
175,530
-178
| -0.1% | -$37.6K | 0.75% | 37 |
|
|
2023
Q1 | $35.1M | Buy |
175,708
+3,967
| +2% | +$793K | 0.76% | 37 |
|
|
2022
Q4 | $22.8M | Buy |
171,741
+30,451
| +22% | +$4.04M | 0.51% | 57 |
|
|
2022
Q3 | $20.3M | Buy |
141,290
+38,767
| +38% | +$5.58M | 0.5% | 56 |
|
|
2022
Q2 | $16.9M | Buy |
102,523
+4,975
| +5% | +$821K | 0.4% | 80 |
|
|
2022
Q1 | $20.7M | Buy |
97,548
+8,546
| +10% | +$1.81M | 0.43% | 72 |
|
|
2021
Q4 | $22.6M | Sell |
89,002
-7,954
| -8% | -$2.02M | 0.46% | 66 |
|
|
2021
Q3 | $26.3M | Buy |
96,956
+2,054
| +2% | +$557K | 0.56% | 51 |
|
|
2021
Q2 | $23.2M | Buy |
94,902
+1,215
| +1% | +$297K | 0.5% | 62 |
|
|
2021
Q1 | $19.8M | Buy |
93,687
+5,578
| +6% | +$1.18M | 0.46% | 68 |
|
|
2020
Q4 | $19.6M | Buy |
88,109
+1,811
| +2% | +$403K | 0.49% | 58 |
|
|
2020
Q3 | $21.7M | Buy |
86,298
+5,574
| +7% | +$1.4M | 0.64% | 45 |
|
|
2020
Q2 | $15.1M | Buy |
80,724
+9,550
| +13% | +$1.79M | 0.48% | 60 |
|
|
2020
Q1 | $10.2M | Buy |
71,174
+2,051
| +3% | +$295K | 0.45% | 70 |
|
|
2019
Q4 | $11.2M | Buy |
69,123
+1,283
| +2% | +$209K | 0.4% | 78 |
|
|
2019
Q3 | $10.1M | Buy |
67,840
+836
| +1% | +$124K | 0.4% | 82 |
|
|
2019
Q2 | $10.2M | Buy |
67,004
+2,102
| +3% | +$319K | 0.41% | 79 |
|
|
2019
Q1 | $10.3M | Buy |
64,902
+1,467
| +2% | +$232K | 0.44% | 73 |
|
|
2018
Q4 | $8.69M | Sell |
63,435
-96
| -0.2% | -$13.2K | 0.43% | 72 |
|
|
2018
Q3 | $10.1M | Sell |
63,531
-181
| -0.3% | -$28.8K | 0.44% | 73 |
|
|
2018
Q2 | $8.69M | Buy |
63,712
+786
| +1% | +$107K | 0.4% | 84 |
|
|
2018
Q1 | $7.32M | Sell |
62,926
-7,296
| -10% | -$848K | 0.35% | 97 |
|
|
2017
Q4 | $7.18M | Sell |
70,222
-1,792
| -2% | -$183K | 0.33% | 102 |
|
|
2017
Q3 | $6.73M | Sell |
72,014
-6,502
| -8% | -$607K | 0.33% | 101 |
|
|
2017
Q2 | $6.8M | Sell |
78,516
-6,828
| -8% | -$591K | 0.34% | 102 |
|
|
2017
Q1 | $7.04M | Sell |
85,344
-2,088
| -2% | -$172K | 0.36% | 92 |
|
|
2016
Q4 | $5.99M | Buy |
+87,432
| New | +$5.99M | 0.32% | 112 |
|
|
2016
Q2 | $8.22M | Buy |
103,517
+13,916
| +16% | +$1.11M | 0.49% | 64 |
|
|
2016
Q1 | $6.62M | Buy |
89,601
+6,211
| +7% | +$459K | 0.41% | 83 |
|
|
2015
Q4 | $6.54M | Buy |
83,390
+6,806
| +9% | +$534K | 0.42% | 75 |
|
|
2015
Q3 | $5.32M | Buy |
76,584
+2,980
| +4% | +$207K | 0.37% | 96 |
|
|
2015
Q2 | $5.13M | Buy |
73,604
+1,266
| +2% | +$88.2K | 0.33% | 107 |
|
|
2015
Q1 | $4.83M | Buy |
72,338
+125
| +0.2% | +$8.35K | 0.3% | 118 |
|
|
2014
Q4 | $4.28M | Buy |
72,213
+13,114
| +22% | +$778K | 0.27% | 123 |
|
|
2014
Q3 | $3.4M | Buy |
59,099
+36,149
| +158% | +$2.08M | 0.24% | 136 |
|
|
2014
Q2 | $1.33M | Buy |
+22,950
| New | +$1.33M | 0.09% | 227 |
|