MainStreet Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
1,045
+87
| +9% | +$23.7K | 0.04% | 141 |
|
|
2025
Q1 | $257K | Sell |
958
-171
| -15% | -$45.9K | 0.04% | 147 |
|
|
2024
Q4 | $377K | Buy |
1,129
+66
| +6% | +$22.1K | 0.05% | 123 |
|
|
2024
Q3 | $291K | Buy |
+1,063
| New | +$291K | 0.04% | 137 |
|
|
2024
Q1 | – | Sell |
-927
| Closed | -$244K | – | 173 |
|
|
2023
Q4 | $244K | Buy |
+927
| New | +$244K | 0.03% | 156 |
|
|
2022
Q2 | – | Sell |
-954
| Closed | -$203K | – | 171 |
|
|
2022
Q1 | $203K | Buy |
954
+50
| +6% | +$10.6K | 0.02% | 178 |
|
|
2021
Q4 | $230K | Sell |
904
-122
| -12% | -$31K | 0.02% | 183 |
|
|
2021
Q3 | $278K | Buy |
1,026
+142
| +16% | +$38.5K | 0.03% | 161 |
|
|
2021
Q2 | $216K | Buy |
+884
| New | +$216K | 0.02% | 179 |
|
|
2021
Q1 | – | Sell |
-1,329
| Closed | -$296K | – | 185 |
|
|
2020
Q4 | $296K | Buy |
1,329
+57
| +4% | +$12.7K | 0.02% | 161 |
|
|
2020
Q3 | $320K | Buy |
1,272
+77
| +6% | +$19.4K | 0.03% | 161 |
|
|
2020
Q2 | $224K | Sell |
1,195
-5,268
| -82% | -$987K | 0.02% | 225 |
|
|
2020
Q1 | $931K | Buy |
+6,463
| New | +$931K | 0.11% | 109 |
|