Geneos Wealth 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 | $5.59M | Sell |
20,486
-19,059
| -48% | -$5.2M | 0.14% | 185 |
|
|
2025
Q1 | $10.6M | Buy |
39,545
+25,401
| +180% | +$6.82M | 0.15% | 165 |
|
|
2024
Q4 | $4.73M | Sell |
14,144
-90
| -0.6% | -$30.1K | 0.17% | 145 |
|
|
2024
Q3 | $3.9M | Buy |
14,234
+2,404
| +20% | +$658K | 0.15% | 167 |
|
|
2024
Q2 | $3.04M | Buy |
11,830
+450
| +4% | +$116K | 0.14% | 176 |
|
|
2024
Q1 | $3.43M | Sell |
11,380
-994
| -8% | -$299K | 0.16% | 162 |
|
|
2023
Q4 | $3.26M | Sell |
12,374
-1,634
| -12% | -$430K | 0.16% | 156 |
|
|
2023
Q3 | $2.84M | Buy |
14,008
+1,037
| +8% | +$210K | 0.15% | 166 |
|
|
2023
Q2 | $2.74M | Buy |
12,971
+3,313
| +34% | +$700K | 0.14% | 170 |
|
|
2023
Q1 | $1.93M | Sell |
9,658
-2,789
| -22% | -$557K | 0.12% | 202 |
|
|
2022
Q4 | $1.65M | Sell |
12,447
-2,810
| -18% | -$373K | 0.1% | 202 |
|
|
2022
Q3 | $2.19M | Buy |
15,257
+13,861
| +993% | +$1.99M | 0.15% | 147 |
|
|
2022
Q2 | $234K | Sell |
1,396
-272
| -16% | -$45.6K | 0.01% | 694 |
|
|
2022
Q1 | $354K | Sell |
1,668
-181
| -10% | -$38.4K | 0.02% | 622 |
|
|
2021
Q4 | $469K | Sell |
1,849
-99
| -5% | -$25.1K | 0.02% | 594 |
|
|
2021
Q3 | $536K | Buy |
1,948
+298
| +18% | +$82K | 0.02% | 544 |
|
|
2021
Q2 | $409K | Sell |
1,650
-2,448
| -60% | -$607K | 0.02% | 614 |
|
|
2021
Q1 | $943K | Sell |
4,098
-24
| -0.6% | -$5.52K | 0.03% | 437 |
|
|
2020
Q4 | $431K | Buy |
4,122
+2,986
| +263% | +$312K | 0.02% | 578 |
|
|
2020
Q3 | $275K | Buy |
1,136
+85
| +8% | +$20.6K | 0.01% | 583 |
|
|
2020
Q2 | $192K | Sell |
1,051
-142
| -12% | -$25.9K | 0.01% | 686 |
|
|
2020
Q1 | $174K | Sell |
1,193
-226
| -16% | -$33K | 0.01% | 651 |
|
|
2019
Q4 | $234K | Buy |
1,419
+205
| +17% | +$33.8K | 0.01% | 646 |
|
|
2019
Q3 | $179K | Buy |
1,214
+376
| +45% | +$55.4K | 0.01% | 691 |
|
|
2019
Q2 | $127K | Sell |
838
-295
| -26% | -$44.7K | 0.01% | 819 |
|
|
2019
Q1 | $179K | Sell |
1,133
-22
| -2% | -$3.48K | 0.01% | 680 |
|
|
2018
Q4 | $155K | Buy |
1,155
+75
| +7% | +$10.1K | 0.01% | 679 |
|
|
2018
Q3 | $171K | Sell |
1,080
-79
| -7% | -$12.5K | 0.01% | 696 |
|
|
2018
Q2 | $158K | Buy |
1,159
+221
| +24% | +$30.1K | 0.01% | 622 |
|
|
2018
Q1 | $109K | Buy |
938
+245
| +35% | +$28.5K | 0.01% | 727 |
|
|
2017
Q4 | $70K | Hold |
693
| – | – | 0.01% | 874 |
|
|
2017
Q3 | $64K | Buy |
693
+600
| +645% | +$55.4K | 0.01% | 850 |
|
|
2017
Q2 | $8K | Sell |
93
-29
| -24% | -$2.5K | ﹤0.01% | 1592 |
|
|
2017
Q1 | $10K | Hold |
122
| – | – | ﹤0.01% | 1472 |
|
|
2016
Q4 | $8K | Sell |
122
-170
| -58% | -$11.1K | ﹤0.01% | 1493 |
|
|
2016
Q3 | $20K | Buy |
292
+122
| +72% | +$8.36K | ﹤0.01% | 1130 |
|
|
2016
Q2 | $13K | Hold |
170
| – | – | ﹤0.01% | 1246 |
|
|
2016
Q1 | $12K | Buy |
+170
| New | +$12K | ﹤0.01% | 1245 |
|