Focus Financial Network’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Buy |
3,341
+331
| +11% | +$90.3K | 0.04% | 312 |
|
|
2025
Q1 | $808K | Sell |
3,010
-228
| -7% | -$61.2K | 0.03% | 315 |
|
|
2024
Q4 | $1.08M | Sell |
3,238
-1,028
| -24% | -$344K | 0.04% | 268 |
|
|
2024
Q3 | $1.17M | Sell |
4,266
-597
| -12% | -$164K | 0.05% | 256 |
|
|
2024
Q2 | $1.22M | Buy |
4,863
+306
| +7% | +$76.9K | 0.05% | 243 |
|
|
2024
Q1 | $1.24M | Sell |
4,557
-2,342
| -34% | -$637K | 0.06% | 221 |
|
|
2023
Q4 | $1.82M | Buy |
6,899
+1,966
| +40% | +$517K | 0.07% | 226 |
|
|
2023
Q3 | $1M | Buy |
4,933
+76
| +2% | +$15.4K | 0.06% | 236 |
|
|
2023
Q2 | $1.03M | Buy |
4,857
+1,042
| +27% | +$220K | 0.06% | 234 |
|
|
2023
Q1 | $762K | Sell |
3,815
-75
| -2% | -$15K | 0.05% | 276 |
|
|
2022
Q4 | $516K | Sell |
3,890
-796
| -17% | -$106K | 0.04% | 283 |
|
|
2022
Q3 | $674K | Buy |
4,686
+810
| +21% | +$117K | 0.06% | 237 |
|
|
2022
Q2 | $640K | Buy |
3,876
+93
| +2% | +$15.3K | 0.05% | 253 |
|
|
2022
Q1 | $803K | Buy |
3,783
+1,653
| +78% | +$351K | 0.06% | 228 |
|
|
2021
Q4 | $541K | Buy |
2,130
+89
| +4% | +$22.6K | 0.08% | 210 |
|
|
2021
Q3 | $554K | Buy |
2,041
+50
| +3% | +$13.6K | 0.07% | 234 |
|
|
2021
Q2 | $486K | Buy |
1,991
+23
| +1% | +$5.62K | 0.06% | 271 |
|
|
2021
Q1 | $417K | Sell |
1,968
-1,078
| -35% | -$228K | 0.05% | 288 |
|
|
2020
Q4 | $678K | Buy |
3,046
+1,422
| +88% | +$316K | 0.06% | 230 |
|
|
2020
Q3 | $408K | Buy |
1,624
+226
| +16% | +$56.8K | 0.04% | 287 |
|
|
2020
Q2 | $262K | Buy |
+1,398
| New | +$262K | 0.03% | 329 |
|
|
2020
Q1 | – | Sell |
-1,510
| Closed | -$246K | – | 372 |
|
|
2019
Q4 | $246K | Buy |
1,510
+43
| +3% | +$6.99K | 0.03% | 357 |
|
|
2019
Q3 | $218K | Buy |
1,467
+74
| +5% | +$11K | 0.03% | 361 |
|
|
2019
Q2 | $211K | Buy |
1,393
+106
| +8% | +$16.1K | 0.03% | 349 |
|
|
2019
Q1 | $204K | Buy |
+1,287
| New | +$204K | 0.03% | 352 |
|