HighTower Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112M | Buy |
411,425
+10,493
| +3% | +$2.86M | 0.14% | 159 |
|
|
2025
Q1 | $108M | Buy |
400,932
+8,596
| +2% | +$2.31M | 0.15% | 156 |
|
|
2024
Q4 | $131M | Buy |
392,336
+25,320
| +7% | +$8.47M | 0.18% | 123 |
|
|
2024
Q3 | $100M | Sell |
367,016
-25,045
| -6% | -$6.85M | 0.14% | 157 |
|
|
2024
Q2 | $101M | Buy |
392,061
+39,615
| +11% | +$10.2M | 0.16% | 149 |
|
|
2024
Q1 | $106M | Sell |
352,446
-46,425
| -12% | -$14M | 0.17% | 130 |
|
|
2023
Q4 | $105M | Buy |
398,871
+60,726
| +18% | +$16M | 0.18% | 126 |
|
|
2023
Q3 | $68.4M | Buy |
338,145
+22,187
| +7% | +$4.49M | 0.13% | 167 |
|
|
2023
Q2 | $66.6M | Buy |
315,958
+19,385
| +7% | +$4.09M | 0.13% | 170 |
|
|
2023
Q1 | $59.3M | Buy |
296,573
+9,592
| +3% | +$1.92M | 0.13% | 181 |
|
|
2022
Q4 | $38.1M | Sell |
286,981
-35,153
| -11% | -$4.67M | 0.09% | 250 |
|
|
2022
Q3 | $46.3M | Sell |
322,134
-86,514
| -21% | -$12.4M | 0.12% | 180 |
|
|
2022
Q2 | $67.5M | Sell |
408,648
-151,282
| -27% | -$25M | 0.17% | 127 |
|
|
2022
Q1 | $119M | Sell |
559,930
-2,849
| -0.5% | -$604K | 0.26% | 82 |
|
|
2021
Q4 | $143M | Buy |
562,779
+67,712
| +14% | +$17.2M | 0.31% | 63 |
|
|
2021
Q3 | $134M | Buy |
495,067
+35,019
| +8% | +$9.5M | 0.36% | 55 |
|
|
2021
Q2 | $112M | Buy |
460,048
+10,901
| +2% | +$2.66M | 0.33% | 67 |
|
|
2021
Q1 | $95.1M | Buy |
449,147
+14,162
| +3% | +$3M | 0.3% | 74 |
|
|
2020
Q4 | $96.7M | Buy |
434,985
+42,673
| +11% | +$9.49M | 0.4% | 48 |
|
|
2020
Q3 | $98.8M | Buy |
392,312
+81,955
| +26% | +$20.6M | 0.48% | 39 |
|
|
2020
Q2 | $58.1M | Buy |
310,357
+78,565
| +34% | +$14.7M | 0.32% | 63 |
|
|
2020
Q1 | $33.3M | Buy |
231,792
+33,675
| +17% | +$4.84M | 0.22% | 101 |
|
|
2019
Q4 | $32.2M | Buy |
198,117
+3,255
| +2% | +$529K | 0.19% | 116 |
|
|
2019
Q3 | $28.9M | Buy |
194,862
+20,844
| +12% | +$3.09M | 0.16% | 135 |
|
|
2019
Q2 | $26.4M | Buy |
174,018
+32,707
| +23% | +$4.96M | 0.16% | 138 |
|
|
2019
Q1 | $22.4M | Buy |
141,311
+30,492
| +28% | +$4.84M | 0.15% | 143 |
|
|
2018
Q4 | $15.2M | Buy |
110,819
+17,857
| +19% | +$2.45M | 0.12% | 188 |
|
|
2018
Q3 | $14.8M | Buy |
92,962
+3,891
| +4% | +$619K | 0.11% | 207 |
|
|
2018
Q2 | $12.2M | Buy |
89,071
+2,323
| +3% | +$317K | 0.1% | 236 |
|
|
2018
Q1 | $10.1M | Sell |
86,748
-24,447
| -22% | -$2.84M | 0.08% | 258 |
|
|
2017
Q4 | $11.3M | Sell |
111,195
-5,668
| -5% | -$578K | 0.09% | 230 |
|
|
2017
Q3 | $10.9M | Buy |
116,863
+8,583
| +8% | +$800K | 0.09% | 229 |
|
|
2017
Q2 | $9.38M | Buy |
108,280
+2,388
| +2% | +$207K | 0.08% | 269 |
|
|
2017
Q1 | $8.72M | Sell |
105,892
-8,524
| -7% | -$702K | 0.08% | 255 |
|
|
2016
Q4 | $7.84M | Buy |
114,416
+25,770
| +29% | +$1.76M | 0.09% | 247 |
|
|
2016
Q3 | $6.32M | Buy |
88,646
+3,877
| +5% | +$276K | 0.07% | 290 |
|
|
2016
Q2 | $6.74M | Sell |
84,769
-17,957
| -17% | -$1.43M | 0.09% | 251 |
|
|
2016
Q1 | $7.58M | Sell |
102,726
-10,465
| -9% | -$773K | 0.02% | 229 |
|
|
2015
Q4 | $8.9M | Buy |
113,191
+17,978
| +19% | +$1.41M | 0.11% | 203 |
|
|
2015
Q3 | $6.61M | Buy |
95,213
+5,287
| +6% | +$367K | 0.09% | 244 |
|
|
2015
Q2 | $6.39M | Buy |
89,926
+2,593
| +3% | +$184K | 0.1% | 219 |
|
|
2015
Q1 | $5.83M | Sell |
87,333
-803
| -0.9% | -$53.6K | 0.09% | 257 |
|
|
2014
Q4 | $5.23M | Buy |
88,136
+5,149
| +6% | +$305K | 0.08% | 268 |
|
|
2014
Q3 | $4.77M | Buy |
82,987
+5,393
| +7% | +$310K | 0.08% | 276 |
|
|
2014
Q2 | $4.51M | Buy |
77,594
+3,836
| +5% | +$223K | 0.08% | 283 |
|
|
2014
Q1 | $4.2M | Buy |
73,758
+4,094
| +6% | +$233K | 0.08% | 283 |
|
|
2013
Q4 | $3.85M | Buy |
69,664
+47,955
| +221% | +$2.65M | 0.08% | 279 |
|
|
2013
Q3 | $1.13M | Sell |
21,709
-1,703
| -7% | -$88.4K | 0.03% | 580 |
|
|
2013
Q2 | $894K | Buy |
+23,412
| New | +$894K | 0.02% | 632 |
|