Janney Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
837
-104
| -11% | -$28.3K | 0.01% | 217 |
|
|
2025
Q1 | $253K | Sell |
941
-352
| -27% | -$94.6K | 0.02% | 209 |
|
|
2024
Q4 | $432K | Sell |
1,293
-6
| -0.5% | -$2.01K | 0.03% | 182 |
|
|
2024
Q3 | $356K | Buy |
1,299
+53
| +4% | +$14.5K | 0.02% | 190 |
|
|
2024
Q2 | $320K | Sell |
1,246
-1,273
| -51% | -$327K | 0.02% | 186 |
|
|
2024
Q1 | $759K | Sell |
2,519
-469
| -16% | -$141K | 0.05% | 138 |
|
|
2023
Q4 | $786K | Sell |
2,988
-24
| -0.8% | -$6.31K | 0.05% | 136 |
|
|
2023
Q3 | $611K | Buy |
3,012
+99
| +3% | +$20.1K | 0.05% | 132 |
|
|
2023
Q2 | $615K | Buy |
2,913
+63
| +2% | +$13.3K | 0.04% | 138 |
|
|
2023
Q1 | $569K | Buy |
2,850
+24
| +0.8% | +$4.79K | 0.04% | 130 |
|
|
2022
Q4 | $375K | Buy |
2,826
+764
| +37% | +$101K | 0.03% | 178 |
|
|
2022
Q3 | $297K | Buy |
2,062
+38
| +2% | +$5.47K | 0.02% | 174 |
|
|
2022
Q2 | $334K | Buy |
2,024
+542
| +37% | +$89.4K | 0.03% | 151 |
|
|
2022
Q1 | $315K | Buy |
1,482
+91
| +7% | +$19.3K | 0.02% | 161 |
|
|
2021
Q4 | $353K | Buy |
1,391
+273
| +24% | +$69.3K | 0.02% | 168 |
|
|
2021
Q3 | $303K | Buy |
1,118
+19
| +2% | +$5.15K | 0.02% | 170 |
|
|
2021
Q2 | $268K | Buy |
1,099
+13
| +1% | +$3.17K | 0.02% | 187 |
|
|
2021
Q1 | $230K | Sell |
1,086
-41,262
| -97% | -$8.74M | 0.02% | 192 |
|
|
2020
Q4 | $9.42M | Sell |
42,348
-921
| -2% | -$205K | 0.65% | 63 |
|
|
2020
Q3 | $10.9M | Sell |
43,269
-1,759
| -4% | -$442K | 0.74% | 52 |
|
|
2020
Q2 | $8.44M | Buy |
+45,028
| New | +$8.44M | 0.58% | 69 |
|