Laurel Wealth Advisors (North Carolina)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
3,424,169
+3,411,700
| +27,361% | +$12.5M | 0.18% | 94 |
|
|
2025
Q1 | $3.35M | Sell |
12,469
-166
| -1% | -$44.5K | 0.52% | 50 |
|
|
2024
Q4 | $4.22M | Sell |
12,635
-4
| -0% | -$1.34K | 0.66% | 39 |
|
|
2024
Q3 | $3.46M | Sell |
12,639
-4
| -0% | -$1.1K | 0.55% | 45 |
|
|
2024
Q2 | $3.25M | Sell |
12,643
-345
| -3% | -$88.7K | 0.56% | 46 |
|
|
2024
Q1 | $3.91M | Sell |
12,988
-40
| -0.3% | -$12K | 0.67% | 38 |
|
|
2023
Q4 | $3.43M | Buy |
13,028
+25
| +0.2% | +$6.58K | 0.65% | 42 |
|
|
2023
Q3 | $2.64M | Sell |
13,003
-605
| -4% | -$123K | 0.56% | 54 |
|
|
2023
Q2 | $2.87M | Sell |
13,608
-640
| -4% | -$135K | 0.58% | 48 |
|
|
2023
Q1 | $2.85M | Buy |
14,248
+15
| +0.1% | +$3K | 0.6% | 48 |
|
|
2022
Q4 | $1.89M | Sell |
14,233
-649
| -4% | -$86.1K | 0.43% | 62 |
|
|
2022
Q3 | $2.14M | Sell |
14,882
-12
| -0.1% | -$1.73K | 0.53% | 59 |
|
|
2022
Q2 | $2.46M | Sell |
14,894
-175
| -1% | -$28.9K | 0.59% | 53 |
|
|
2022
Q1 | $3.2M | Sell |
15,069
-270
| -2% | -$57.3K | 0.67% | 45 |
|
|
2021
Q4 | $3.9M | Buy |
15,339
+735
| +5% | +$187K | 0.8% | 35 |
|
|
2021
Q3 | $3.96M | Sell |
14,604
-400
| -3% | -$108K | 0.88% | 31 |
|
|
2021
Q2 | $3.67M | Buy |
15,004
+180
| +1% | +$44K | 0.79% | 36 |
|
|
2021
Q1 | $3.14M | Sell |
14,824
-65
| -0.4% | -$13.8K | 0.76% | 43 |
|
|
2020
Q4 | $3.31M | Buy |
14,889
+1,065
| +8% | +$237K | 0.86% | 35 |
|
|
2020
Q3 | $3.47M | Buy |
13,824
+490
| +4% | +$123K | 1.04% | 28 |
|
|
2020
Q2 | $2.5M | Buy |
13,334
+1,223
| +10% | +$229K | 0.82% | 38 |
|
|
2020
Q1 | $1.74M | Buy |
12,111
+247
| +2% | +$35.6K | 0.66% | 52 |
|
|
2019
Q4 | $1.93M | Buy |
11,864
+455
| +4% | +$74K | 0.61% | 52 |
|
|
2019
Q3 | $1.69M | Buy |
11,409
+861
| +8% | +$128K | 0.58% | 52 |
|
|
2019
Q2 | $1.6M | Buy |
10,548
+1,199
| +13% | +$182K | 0.56% | 52 |
|
|
2019
Q1 | $1.48M | Buy |
9,349
+1,000
| +12% | +$158K | 0.54% | 55 |
|
|
2018
Q4 | $1.14M | Buy |
+8,349
| New | +$1.14M | 0.46% | 61 |
|