J.W. Cole Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.69M | Buy |
24,533
+12,515
| +104% | +$3.41M | 0.14% | 153 |
|
|
2025
Q1 | $3.23M | Buy |
12,018
+1,752
| +17% | +$470K | 0.1% | 208 |
|
|
2024
Q4 | $3.43M | Buy |
10,266
+400
| +4% | +$134K | 0.14% | 148 |
|
|
2024
Q3 | $2.7M | Sell |
9,866
-285
| -3% | -$78K | 0.11% | 188 |
|
|
2024
Q2 | $2.61M | Sell |
10,151
-126
| -1% | -$32.4K | 0.12% | 171 |
|
|
2024
Q1 | $3.1M | Buy |
10,277
+410
| +4% | +$124K | 0.16% | 144 |
|
|
2023
Q4 | $2.6M | Buy |
9,867
+1,866
| +23% | +$491K | 0.15% | 158 |
|
|
2023
Q3 | $1.62M | Sell |
8,001
-6,019
| -43% | -$1.22M | 0.12% | 187 |
|
|
2023
Q2 | $2.96M | Buy |
14,020
+1,401
| +11% | +$296K | 0.21% | 114 |
|
|
2023
Q1 | $2.52M | Sell |
12,619
-1,038
| -8% | -$207K | 0.18% | 142 |
|
|
2022
Q4 | $1.81M | Sell |
13,657
-3,255
| -19% | -$432K | 0.14% | 176 |
|
|
2022
Q3 | $2.43M | Buy |
16,912
+662
| +4% | +$95.2K | 0.2% | 124 |
|
|
2022
Q2 | $2.68M | Buy |
16,250
+35
| +0.2% | +$5.78K | 0.21% | 118 |
|
|
2022
Q1 | $3.44M | Buy |
16,215
+1,131
| +7% | +$240K | 0.23% | 105 |
|
|
2021
Q4 | $3.83M | Sell |
15,084
-394
| -3% | -$100K | 0.25% | 91 |
|
|
2021
Q3 | $4.2M | Buy |
15,478
+1,974
| +15% | +$536K | 0.3% | 55 |
|
|
2021
Q2 | $3.3M | Buy |
13,504
+66
| +0.5% | +$16.1K | 0.26% | 93 |
|
|
2021
Q1 | $2.85M | Buy |
13,438
+2,074
| +18% | +$439K | 0.27% | 84 |
|
|
2020
Q4 | $2.53M | Buy |
11,364
+2,121
| +23% | +$472K | 0.26% | 90 |
|
|
2020
Q3 | $2.32M | Buy |
+9,243
| New | +$2.32M | 0.18% | 132 |
|
|
2020
Q2 | – | Sell |
-1,626
| Closed | -$234K | – | 308 |
|
|
2020
Q1 | $234K | Sell |
1,626
-2,887
| -64% | -$415K | 0.45% | 72 |
|
|
2019
Q4 | $734K | Buy |
+4,513
| New | +$734K | 0.09% | 229 |
|