HBK Sorce Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
5,050
-310
| -6% | -$84.6K | 0.04% | 176 |
|
|
2025
Q1 | $1.44M | Buy |
5,360
+548
| +11% | +$147K | 0.04% | 171 |
|
|
2024
Q4 | $1.61M | Buy |
4,812
+65
| +1% | +$21.7K | 0.05% | 159 |
|
|
2024
Q3 | $1.3M | Sell |
4,747
-137
| -3% | -$37.5K | 0.04% | 184 |
|
|
2024
Q2 | $1.26M | Sell |
4,884
-367
| -7% | -$94.4K | 0.04% | 180 |
|
|
2024
Q1 | $1.58M | Buy |
5,251
+1,536
| +41% | +$463K | 0.06% | 164 |
|
|
2023
Q4 | $978K | Sell |
3,715
-489
| -12% | -$129K | 0.04% | 204 |
|
|
2023
Q3 | $852K | Buy |
4,204
+205
| +5% | +$41.6K | 0.04% | 218 |
|
|
2023
Q2 | $845K | Sell |
3,999
-32
| -0.8% | -$6.76K | 0.04% | 229 |
|
|
2023
Q1 | $805K | Sell |
4,031
-4,165
| -51% | -$832K | 0.04% | 236 |
|
|
2022
Q4 | $1.09M | Buy |
8,196
+3,973
| +94% | +$527K | 0.03% | 272 |
|
|
2022
Q3 | $607K | Buy |
4,223
+1,892
| +81% | +$272K | 0.04% | 233 |
|
|
2022
Q2 | $385K | Sell |
2,331
-2,163
| -48% | -$357K | 0.03% | 287 |
|
|
2022
Q1 | $954K | Sell |
4,494
-2,006
| -31% | -$426K | 0.05% | 205 |
|
|
2021
Q4 | $1.65M | Buy |
6,500
+295
| +5% | +$75K | 0.08% | 164 |
|
|
2021
Q3 | $1.68M | Buy |
6,205
+229
| +4% | +$62.1K | 0.09% | 151 |
|
|
2021
Q2 | $1.46M | Buy |
5,976
+893
| +18% | +$218K | 0.08% | 168 |
|
|
2021
Q1 | $1.08M | Sell |
5,083
-562
| -10% | -$119K | 0.06% | 182 |
|
|
2020
Q4 | $1.26M | Sell |
5,645
-694
| -11% | -$154K | 0.08% | 169 |
|
|
2020
Q3 | $1.59M | Sell |
6,339
-372
| -6% | -$93.5K | 0.11% | 120 |
|
|
2020
Q2 | $1.26M | Buy |
6,711
+2,605
| +63% | +$488K | 0.09% | 143 |
|
|
2020
Q1 | $591K | Sell |
4,106
-2,570
| -38% | -$370K | 0.06% | 193 |
|
|
2019
Q4 | $1.09M | Sell |
6,676
-90
| -1% | -$14.6K | 0.09% | 155 |
|
|
2019
Q3 | $1M | Buy |
6,766
+427
| +7% | +$63.4K | 0.1% | 153 |
|
|
2019
Q2 | $962K | Buy |
6,339
+795
| +14% | +$121K | 0.09% | 159 |
|
|
2019
Q1 | $878K | Buy |
5,544
+3
| +0.1% | +$475 | 0.09% | 167 |
|
|
2018
Q4 | $759K | Buy |
5,541
+913
| +20% | +$125K | 0.09% | 175 |
|
|
2018
Q3 | $736K | Buy |
4,628
+426
| +10% | +$67.7K | 0.08% | 166 |
|
|
2018
Q2 | $573K | Buy |
4,202
+1,065
| +34% | +$145K | 0.07% | 208 |
|
|
2018
Q1 | $365K | Buy |
3,137
+17
| +0.5% | +$1.98K | 0.05% | 257 |
|
|
2017
Q4 | $319K | Sell |
3,120
-79
| -2% | -$8.08K | 0.04% | 299 |
|
|
2017
Q3 | $299K | Sell |
3,199
-233
| -7% | -$21.8K | 0.05% | 246 |
|
|
2017
Q2 | $297K | Buy |
+3,432
| New | +$297K | 0.05% | 239 |
|
|
2017
Q1 | – | Sell |
-3,572
| Closed | -$245K | – | 192 |
|
|
2016
Q4 | $245K | Sell |
3,572
-460
| -11% | -$31.6K | 0.04% | 257 |
|
|
2016
Q3 | $288K | Buy |
+4,032
| New | +$288K | 0.06% | 219 |
|