Laurel Wealth Advisors (California)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.47M | Sell |
11,061
-269
| -2% | -$35.7K | 0.14% | 161 |
|
|
2022
Q3 | $1.63M | Buy |
11,330
+607
| +6% | +$87.3K | 0.17% | 130 |
|
|
2022
Q2 | $1.77M | Sell |
10,723
-531
| -5% | -$87.6K | 0.18% | 123 |
|
|
2022
Q1 | $2.39M | Sell |
11,254
-550
| -5% | -$117K | 0.2% | 112 |
|
|
2021
Q4 | $3M | Buy |
11,804
+8,843
| +299% | +$2.25M | 0.23% | 101 |
|
|
2021
Q3 | $803K | Sell |
2,961
-201
| -6% | -$54.5K | 0.15% | 167 |
|
|
2021
Q2 | $772K | Buy |
3,162
+453
| +17% | +$111K | 0.1% | 208 |
|
|
2021
Q1 | $574K | Buy |
2,709
+168
| +7% | +$35.6K | 0.09% | 225 |
|
|
2020
Q4 | $565K | Buy |
2,541
+427
| +20% | +$94.9K | 0.08% | 225 |
|
|
2020
Q3 | $531K | Sell |
2,114
-32
| -1% | -$8.04K | 0.09% | 219 |
|
|
2020
Q2 | $402K | Buy |
2,146
+38
| +2% | +$7.12K | 0.07% | 247 |
|
|
2020
Q1 | $304K | Sell |
2,108
-2,924
| -58% | -$422K | 0.07% | 267 |
|
|
2019
Q4 | $818K | Sell |
5,032
-1,384
| -22% | -$225K | 0.14% | 169 |
|
|
2019
Q3 | $952K | Buy |
6,416
+3,751
| +141% | +$557K | 0.16% | 153 |
|
|
2019
Q2 | $404K | Sell |
2,665
-591
| -18% | -$89.6K | 0.09% | 243 |
|
|
2019
Q1 | $516K | Buy |
3,256
+156
| +5% | +$24.7K | 0.13% | 186 |
|
|
2018
Q4 | $424K | Sell |
3,100
-564
| -15% | -$77.1K | 0.12% | 185 |
|
|
2018
Q3 | $582K | Buy |
+3,664
| New | +$582K | 0.14% | 155 |
|
|
2018
Q2 | – | Sell |
-1,987
| Closed | -$231K | – | 385 |
|
|
2018
Q1 | $231K | Buy |
+1,987
| New | +$231K | 0.07% | 295 |
|
|
2017
Q4 | – | Sell |
-1,146
| Closed | -$107K | – | 339 |
|
|
2017
Q3 | $107K | Buy |
+1,146
| New | +$107K | 0.04% | 305 |
|