Lake Street Advisors Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.58M | Sell |
10,690
-335
| -3% | -$112K | 0.16% | 83 |
|
|
2024
Q3 | $3.02M | Sell |
11,025
-460
| -4% | -$126K | 0.14% | 80 |
|
|
2024
Q2 | $2.95M | Buy |
11,485
+296
| +3% | +$76.1K | 0.14% | 96 |
|
|
2024
Q1 | $3.37M | Buy |
11,189
+20
| +0.2% | +$6.03K | 0.16% | 90 |
|
|
2023
Q4 | $2.94M | Buy |
11,169
+104
| +0.9% | +$27.4K | 0.15% | 99 |
|
|
2023
Q3 | $2.24M | Buy |
11,065
+444
| +4% | +$90K | 0.13% | 111 |
|
|
2023
Q2 | $2.24M | Buy |
10,621
+53
| +0.5% | +$11.2K | 0.12% | 114 |
|
|
2023
Q1 | $2.11M | Buy |
+10,568
| New | +$2.11M | 0.13% | 107 |
|
|
2022
Q3 | – | Sell |
-10,000
| Closed | -$1.65M | – | 348 |
|
|
2022
Q2 | $1.65M | Sell |
10,000
-685
| -6% | -$113K | 0.12% | 116 |
|
|
2022
Q1 | $2.27M | Sell |
10,685
-395
| -4% | -$83.9K | 0.14% | 98 |
|
|
2021
Q4 | $2.82M | Buy |
11,080
+587
| +6% | +$149K | 0.18% | 81 |
|
|
2021
Q3 | $2.85M | Buy |
10,493
+6,031
| +135% | +$1.64M | 0.3% | 59 |
|
|
2021
Q2 | $1.11M | Buy |
4,462
+222
| +5% | +$55.1K | 0.08% | 104 |
|
|
2021
Q1 | $898K | Sell |
4,240
-745
| -15% | -$158K | 0.07% | 110 |
|
|
2020
Q4 | $1.11M | Buy |
4,985
+2
| +0% | +$445 | 0.09% | 96 |
|
|
2020
Q3 | $1.25M | Buy |
4,983
+71
| +1% | +$17.8K | 0.12% | 75 |
|
|
2020
Q2 | $920K | Buy |
4,912
+970
| +25% | +$182K | 0.09% | 89 |
|
|
2020
Q1 | $568K | Buy |
3,942
+1,013
| +35% | +$146K | 0.07% | 107 |
|
|
2019
Q4 | $476K | Buy |
2,929
+225
| +8% | +$36.6K | 0.05% | 124 |
|
|
2019
Q3 | $371K | Buy |
2,704
+213
| +9% | +$29.2K | 0.04% | 124 |
|
|
2019
Q2 | $378K | Buy |
2,491
+342
| +16% | +$51.9K | 0.04% | 124 |
|
|
2019
Q1 | $340K | Sell |
2,149
-126
| -6% | -$19.9K | 0.04% | 138 |
|
|
2018
Q4 | $312K | Buy |
2,275
+297
| +15% | +$40.7K | 0.04% | 134 |
|
|
2018
Q3 | $315K | Sell |
1,978
-1,682
| -46% | -$268K | 0.03% | 133 |
|
|
2018
Q2 | $499K | Buy |
3,660
+71
| +2% | +$9.68K | 0.05% | 154 |
|
|
2018
Q1 | $417K | Buy |
3,589
+302
| +9% | +$35.1K | 0.05% | 151 |
|
|
2017
Q4 | $336K | Buy |
+3,287
| New | +$336K | 0.04% | 195 |
|