IFP Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
19,510
+8,483
| +77% | +$2.31M | 0.15% | 146 |
|
|
2025
Q1 | $2.96M | Buy |
11,027
+1,294
| +13% | +$347K | 0.09% | 256 |
|
|
2024
Q4 | $3.25M | Buy |
9,733
+1,739
| +22% | +$582K | 0.11% | 215 |
|
|
2024
Q3 | $2.19M | Sell |
7,994
-191
| -2% | -$52.3K | 0.08% | 278 |
|
|
2024
Q2 | $2.1M | Buy |
8,185
+1,982
| +32% | +$510K | 0.08% | 250 |
|
|
2024
Q1 | $1.87M | Buy |
6,203
+1,891
| +44% | +$569K | 0.08% | 267 |
|
|
2023
Q4 | $1.13M | Buy |
4,312
+221
| +5% | +$58.2K | 0.05% | 360 |
|
|
2023
Q3 | $830K | Sell |
4,091
-3,215
| -44% | -$652K | 0.04% | 440 |
|
|
2023
Q2 | $1.54M | Buy |
7,306
+2,458
| +51% | +$519K | 0.06% | 311 |
|
|
2023
Q1 | $325K | Sell |
4,848
-8,253
| -63% | -$554K | 0.01% | 745 |
|
|
2022
Q4 | $930K | Sell |
13,101
-6,077
| -32% | -$431K | 0.02% | 646 |
|
|
2022
Q3 | $1.42M | Buy |
19,178
+1,945
| +11% | +$144K | 0.04% | 517 |
|
|
2022
Q2 | $1.28M | Hold |
17,233
| – | – | 0.04% | 499 |
|
|
2022
Q1 | $1.28M | Buy |
17,233
+2,759
| +19% | +$205K | 0.04% | 499 |
|
|
2021
Q4 | $3.71M | Buy |
14,474
+5,429
| +60% | +$1.39M | 0.07% | 157 |
|
|
2021
Q3 | $2.46M | Sell |
9,045
-3,034
| -25% | -$824K | 0.05% | 210 |
|
|
2021
Q2 | $2.94M | Buy |
12,079
+4,370
| +57% | +$1.06M | 0.06% | 181 |
|
|
2021
Q1 | $1.64M | Buy |
7,709
+871
| +13% | +$185K | 0.03% | 265 |
|
|
2020
Q4 | $1.52M | Buy |
6,838
+331
| +5% | +$73.7K | 0.06% | 255 |
|
|
2020
Q3 | $1.65M | Buy |
6,507
+600
| +10% | +$152K | 0.1% | 201 |
|
|
2020
Q2 | $1.08M | Buy |
5,907
+480
| +9% | +$87.8K | 0.09% | 243 |
|
|
2020
Q1 | $841K | Sell |
5,427
-9,029
| -62% | -$1.4M | 0.08% | 241 |
|
|
2019
Q4 | $2.38M | Buy |
14,456
+7,555
| +109% | +$1.24M | 0.18% | 133 |
|
|
2019
Q3 | $1.02M | Buy |
+6,901
| New | +$1.02M | 0.07% | 297 |
|
|
2019
Q1 | $57K | Sell |
357
-4,615
| -93% | -$737K | 0.01% | 908 |
|
|
2018
Q4 | $670K | Buy |
4,972
+2,444
| +97% | +$329K | 0.04% | 454 |
|
|
2018
Q3 | $402K | Sell |
2,528
-3,347
| -57% | -$532K | 0.02% | 764 |
|
|
2018
Q2 | $801K | Buy |
5,875
+252
| +4% | +$34.4K | 0.03% | 484 |
|
|
2018
Q1 | $575K | Hold |
5,623
| – | – | 0.03% | 569 |
|
|
2017
Q4 | $575K | Sell |
5,623
-374
| -6% | -$38.2K | 0.03% | 566 |
|
|
2017
Q3 | $560K | Buy |
5,997
+138
| +2% | +$12.9K | 0.02% | 643 |
|
|
2017
Q2 | $507K | Sell |
5,859
-783
| -12% | -$67.8K | 0.02% | 672 |
|
|
2017
Q1 | $548K | Buy |
6,642
+630
| +10% | +$52K | 0.02% | 629 |
|
|
2016
Q4 | $412K | Buy |
6,012
+571
| +10% | +$39.1K | 0.02% | 703 |
|
|
2016
Q3 | $388K | Sell |
5,441
-1,307
| -19% | -$93.2K | 0.02% | 675 |
|
|
2016
Q2 | $536K | Buy |
6,748
+6,391
| +1,790% | +$508K | 0.03% | 522 |
|
|
2016
Q1 | $57K | Sell |
357
-5,597
| -94% | -$894K | 0.01% | 908 |
|
|
2015
Q4 | $467K | Buy |
+5,954
| New | +$467K | 0.03% | 514 |
|