Global Retirement Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Buy |
+16,459
| New | +$4.49M | 0.11% | 171 |
|
|
2024
Q4 | $5.14M | Buy |
15,366
+1,341
| +10% | +$448K | 0.15% | 132 |
|
|
2024
Q3 | $3.84M | Sell |
14,025
-4
| -0% | -$1.1K | 0.12% | 172 |
|
|
2024
Q2 | $3.61M | Buy |
14,029
+5,235
| +60% | +$1.35M | 0.11% | 181 |
|
|
2024
Q1 | $2.65M | Buy |
8,794
+1,095
| +14% | +$330K | 0.1% | 204 |
|
|
2023
Q4 | $2.07M | Buy |
7,699
+548
| +8% | +$148K | 0.09% | 220 |
|
|
2023
Q3 | $1.44M | Buy |
7,151
+161
| +2% | +$32.5K | 0.07% | 238 |
|
|
2023
Q2 | $1.48M | Buy |
6,990
+319
| +5% | +$67.4K | 0.07% | 246 |
|
|
2023
Q1 | $1.28M | Buy |
6,671
+1,491
| +29% | +$287K | 0.07% | 257 |
|
|
2022
Q4 | $687K | Sell |
5,180
-782
| -13% | -$104K | 0.05% | 318 |
|
|
2022
Q3 | $969K | Buy |
5,962
+3,777
| +173% | +$614K | 0.07% | 247 |
|
|
2022
Q2 | $361K | Buy |
2,185
+104
| +5% | +$17.2K | 0.03% | 417 |
|
|
2022
Q1 | $327K | Buy |
+2,081
| New | +$327K | 0.03% | 445 |
|
|
2021
Q4 | – | Sell |
-2,459
| Closed | -$667K | – | 536 |
|
|
2021
Q3 | $667K | Buy |
2,459
+15
| +0.6% | +$4.07K | 0.07% | 247 |
|
|
2021
Q2 | $597K | Sell |
2,444
-10,417
| -81% | -$2.54M | 0.06% | 259 |
|
|
2021
Q1 | $2.73M | Buy |
12,861
+9,601
| +295% | +$2.03M | 0.32% | 59 |
|
|
2020
Q4 | $725K | Buy |
3,260
+597
| +22% | +$133K | 0.09% | 192 |
|
|
2020
Q3 | $669K | Sell |
2,663
-684
| -20% | -$172K | 0.1% | 191 |
|
|
2020
Q2 | $627K | Sell |
3,347
-675
| -17% | -$126K | 0.1% | 189 |
|
|
2020
Q1 | $579K | Sell |
4,022
-810
| -17% | -$117K | 0.11% | 175 |
|
|
2019
Q4 | $786K | Sell |
4,832
-8,940
| -65% | -$1.45M | 0.12% | 168 |
|
|
2019
Q3 | $2.04M | Buy |
13,772
+6,159
| +81% | +$914K | 0.34% | 68 |
|
|
2019
Q2 | $1.16M | Buy |
7,613
+1,592
| +26% | +$242K | 0.22% | 95 |
|
|
2019
Q1 | $954K | Sell |
6,021
-201
| -3% | -$31.8K | 0.23% | 82 |
|
|
2018
Q4 | $852K | Buy |
6,222
+5,710
| +1,115% | +$782K | 0.22% | 90 |
|
|
2018
Q3 | $81K | Buy |
512
+364
| +246% | +$57.6K | 0.02% | 448 |
|
|
2018
Q2 | $20K | Buy |
148
+98
| +196% | +$13.2K | 0.01% | 790 |
|
|
2018
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 1103 |
|
|
2017
Q4 | $5K | Sell |
50
-3
| -6% | -$300 | ﹤0.01% | 1102 |
|
|
2017
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 1036 |
|
|
2017
Q2 | $4K | Sell |
53
-11
| -17% | -$830 | ﹤0.01% | 972 |
|
|
2017
Q1 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 899 |
|