FSA
Franklin Street Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Sell |
79,750
-3,698
| -4% | -$1.01M | 1.35% | 29 |
|
|
2025
Q1 | $22.4M | Buy |
83,448
+7,925
| +10% | +$2.13M | 1.58% | 21 |
|
|
2024
Q4 | $25.3M | Buy |
75,523
+2,530
| +3% | +$846K | 1.68% | 17 |
|
|
2024
Q3 | $20M | Buy |
72,993
+9,768
| +15% | +$2.67M | 1.35% | 26 |
|
|
2024
Q2 | $16.3M | Sell |
63,225
-64,598
| -51% | -$16.6M | 1.16% | 29 |
|
|
2024
Q1 | $38.5M | Sell |
127,823
-183
| -0.1% | -$55.1K | 2.85% | 7 |
|
|
2023
Q4 | $33.7M | Sell |
128,006
-3,127
| -2% | -$823K | 2.76% | 8 |
|
|
2023
Q3 | $26.6M | Buy |
131,133
+2,240
| +2% | +$454K | 2.36% | 15 |
|
|
2023
Q2 | $27.2M | Buy |
128,893
+18,947
| +17% | +$4M | 2.31% | 11 |
|
|
2023
Q1 | $22M | Buy |
109,946
+43,987
| +67% | +$8.79M | 2% | 16 |
|
|
2022
Q4 | $8.75M | Sell |
65,959
-30,894
| -32% | -$4.1M | 0.83% | 44 |
|
|
2022
Q3 | $13.9M | Buy |
96,853
+1,531
| +2% | +$220K | 1.41% | 27 |
|
|
2022
Q2 | $15.7M | Buy |
95,322
+5,803
| +6% | +$958K | 1.49% | 21 |
|
|
2022
Q1 | $19M | Buy |
89,519
+2,258
| +3% | +$479K | 1.53% | 23 |
|
|
2021
Q4 | $22.2M | Buy |
87,261
+2,004
| +2% | +$509K | 1.68% | 20 |
|
|
2021
Q3 | $23.1M | Buy |
85,257
+10,038
| +13% | +$2.72M | 1.96% | 15 |
|
|
2021
Q2 | $18.4M | Sell |
75,219
-13,102
| -15% | -$3.2M | 1.55% | 21 |
|
|
2021
Q1 | $18.7M | Buy |
88,321
+8,391
| +10% | +$1.78M | 1.74% | 16 |
|
|
2020
Q4 | $17.8M | Buy |
79,930
+21,982
| +38% | +$4.89M | 1.73% | 18 |
|
|
2020
Q3 | $14.6M | Buy |
57,948
+700
| +1% | +$176K | 1.57% | 21 |
|
|
2020
Q2 | $10.7M | Buy |
57,248
+1,711
| +3% | +$321K | 1.27% | 29 |
|
|
2020
Q1 | $8M | Buy |
55,537
+6,129
| +12% | +$882K | 1.16% | 34 |
|
|
2019
Q4 | $8.04M | Buy |
49,408
+12,556
| +34% | +$2.04M | 0.95% | 49 |
|
|
2019
Q3 | $5.47M | Buy |
36,852
+33,507
| +1,002% | +$4.97M | 0.69% | 56 |
|
|
2019
Q2 | $508K | Buy |
3,345
+1,681
| +101% | +$255K | 0.07% | 105 |
|
|
2019
Q1 | $264K | Buy |
1,664
+37
| +2% | +$5.87K | 0.04% | 126 |
|
|
2018
Q4 | $223K | Hold |
1,627
| – | – | 0.04% | 130 |
|
|
2018
Q3 | $259K | Buy |
1,627
+100
| +7% | +$15.9K | 0.04% | 134 |
|
|
2018
Q2 | $208K | Buy |
+1,527
| New | +$208K | 0.03% | 144 |
|