Kestra Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Buy |
107,712
+1,218
| +1% | +$332K | 0.14% | 126 |
|
|
2025
Q1 | $28.6M | Sell |
106,494
-2,444
| -2% | -$656K | 0.14% | 117 |
|
|
2024
Q4 | $36.4M | Sell |
108,938
-17,534
| -14% | -$5.86M | 0.2% | 98 |
|
|
2024
Q3 | $34.6M | Sell |
126,472
-8,904
| -7% | -$2.44M | 0.19% | 110 |
|
|
2024
Q2 | $34.8M | Buy |
135,376
+38,727
| +40% | +$9.96M | 0.19% | 100 |
|
|
2024
Q1 | $29.1M | Buy |
96,649
+571
| +0.6% | +$172K | 0.2% | 103 |
|
|
2023
Q4 | $25.3M | Sell |
96,078
-2,467
| -3% | -$649K | 0.2% | 99 |
|
|
2023
Q3 | $20M | Buy |
98,545
+4,564
| +5% | +$925K | 0.2% | 105 |
|
|
2023
Q2 | $19.9M | Buy |
93,981
+5,861
| +7% | +$1.24M | 0.2% | 109 |
|
|
2023
Q1 | $17.6M | Sell |
88,120
-19,776
| -18% | -$3.95M | 0.19% | 116 |
|
|
2022
Q4 | $14.3M | Sell |
107,896
-10,573
| -9% | -$1.4M | 0.13% | 187 |
|
|
2022
Q3 | $17M | Buy |
118,469
+3,916
| +3% | +$563K | 0.18% | 131 |
|
|
2022
Q2 | $18.9M | Buy |
114,553
+17,625
| +18% | +$2.91M | 0.19% | 117 |
|
|
2022
Q1 | $20.6M | Buy |
96,928
+18,244
| +23% | +$3.87M | 0.21% | 99 |
|
|
2021
Q4 | $20M | Sell |
78,684
-310
| -0.4% | -$78.8K | 0.2% | 109 |
|
|
2021
Q3 | $21.4M | Buy |
78,994
+12,364
| +19% | +$3.35M | 0.21% | 106 |
|
|
2021
Q2 | $16.3M | Buy |
66,630
+3,282
| +5% | +$802K | 0.18% | 132 |
|
|
2021
Q1 | $13.4M | Sell |
63,348
-20,032
| -24% | -$4.24M | 0.17% | 143 |
|
|
2020
Q4 | $18.5M | Buy |
83,380
+39,554
| +90% | +$8.8M | 0.22% | 110 |
|
|
2020
Q3 | $11M | Buy |
+43,826
| New | +$11M | 0.21% | 129 |
|