Kovack Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Buy |
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|
2025
Q1 | $2.97M | Buy |
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|
2024
Q4 | $3.37M | Buy |
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|
2024
Q3 | $2.52M | Buy |
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|
2024
Q2 | $1.93M | Sell |
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|
2024
Q1 | $3.39M | Sell |
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|
2023
Q4 | $3.11M | Buy |
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|
2023
Q3 | $2.34M | Buy |
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|
2023
Q2 | $2.39M | Buy |
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|
2023
Q1 | $1.57M | Sell |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.84M | Sell |
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|
2022
Q2 | $2.24M | Buy |
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|
2022
Q1 | $2.76M | Sell |
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|
2021
Q4 | $3.41M | Sell |
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|
2021
Q3 | $4.36M | Sell |
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|
2021
Q2 | $4.18M | Sell |
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|
2021
Q1 | $3.93M | Buy |
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|
2020
Q4 | $3.57M | Buy |
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|
2020
Q3 | $2.48M | Sell |
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|
2020
Q2 | $1.9M | Sell |
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|
2020
Q1 | $1.49M | Buy |
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|
2019
Q4 | $1.36M | Sell |
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|
2019
Q3 | $1.35M | Sell |
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|
2019
Q2 | $1.4M | Sell |
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|
2019
Q1 | $1.89M | Buy |
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|
2018
Q4 | $1.47M | Buy |
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|
2018
Q3 | $1.59M | Buy |
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|
2018
Q2 | $1.2M | Buy |
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|
2018
Q1 | $537K | Buy |
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|
2017
Q4 | $460K | Buy |
|
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|
2017
Q3 | $341K | Buy |
|
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|
2017
Q2 | $307K | Sell |
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|
2017
Q1 | $342K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $420K | Buy |
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|
2016
Q2 | $296K | Buy |
|