Kestra Private Wealth 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 | $20.7M | Buy |
75,834
+3,585
| +5% | +$978K | 0.3% | 65 |
|
|
2025
Q1 | $19.4M | Buy |
72,249
+3,735
| +5% | +$1M | 0.32% | 62 |
|
|
2024
Q4 | $22.9M | Buy |
68,514
+603
| +0.9% | +$202K | 0.39% | 50 |
|
|
2024
Q3 | $18.6M | Sell |
67,911
-3,367
| -5% | -$922K | 0.34% | 57 |
|
|
2024
Q2 | $18.3M | Buy |
71,278
+8,748
| +14% | +$2.25M | 0.37% | 51 |
|
|
2024
Q1 | $18.8M | Buy |
62,530
+3,036
| +5% | +$914K | 0.42% | 47 |
|
|
2023
Q4 | $15.7M | Buy |
59,494
+12,171
| +26% | +$3.2M | 0.4% | 55 |
|
|
2023
Q3 | $9.6M | Buy |
47,323
+10,336
| +28% | +$2.1M | 0.3% | 84 |
|
|
2023
Q2 | $7.81M | Buy |
36,987
+9,602
| +35% | +$2.03M | 0.27% | 96 |
|
|
2023
Q1 | $5.47M | Buy |
27,385
+557
| +2% | +$111K | 0.22% | 114 |
|
|
2022
Q4 | $3.56M | Sell |
26,828
-1,801
| -6% | -$239K | 0.18% | 141 |
|
|
2022
Q3 | $4.12M | Sell |
28,629
-5,479
| -16% | -$788K | 0.24% | 108 |
|
|
2022
Q2 | $5.63M | Buy |
34,108
+398
| +1% | +$65.7K | 0.32% | 76 |
|
|
2022
Q1 | $7.16M | Buy |
33,710
+1,797
| +6% | +$382K | 0.36% | 65 |
|
|
2021
Q4 | $8.11M | Sell |
31,913
-318
| -1% | -$80.8K | 0.39% | 55 |
|
|
2021
Q3 | $8.74M | Buy |
32,231
+6,012
| +23% | +$1.63M | 0.49% | 35 |
|
|
2021
Q2 | $6.41M | Buy |
26,219
+1,756
| +7% | +$429K | 0.39% | 51 |
|
|
2021
Q1 | $5.18M | Buy |
24,463
+503
| +2% | +$107K | 0.36% | 62 |
|
|
2020
Q4 | $5.33M | Buy |
23,960
+4,098
| +21% | +$911K | 0.39% | 58 |
|
|
2020
Q3 | $4.99M | Buy |
+19,862
| New | +$4.99M | 0.43% | 53 |
|