Mayflower Financial 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 | $923K | Sell |
3,385
-148
| -4% | -$40.4K | 0.13% | 159 |
|
|
2025
Q1 | $948K | Sell |
3,533
-8
| -0.2% | -$2.15K | 0.14% | 149 |
|
|
2024
Q4 | $1.18M | Sell |
3,541
-151
| -4% | -$50.5K | 0.18% | 119 |
|
|
2024
Q3 | $1.01M | Buy |
3,692
+19
| +0.5% | +$5.2K | 0.15% | 139 |
|
|
2024
Q2 | $944K | Buy |
3,673
+191
| +5% | +$49.1K | 0.16% | 137 |
|
|
2024
Q1 | $1.05M | Buy |
3,482
+71
| +2% | +$21.4K | 0.18% | 124 |
|
|
2023
Q4 | $898K | Buy |
3,411
+41
| +1% | +$10.8K | 0.12% | 144 |
|
|
2023
Q3 | $683K | Sell |
3,370
-39
| -1% | -$7.91K | 0.1% | 156 |
|
|
2023
Q2 | $720K | Buy |
3,409
+251
| +8% | +$53K | 0.09% | 160 |
|
|
2023
Q1 | $631K | Sell |
3,158
-24
| -0.8% | -$4.8K | 0.08% | 174 |
|
|
2022
Q4 | $422K | Sell |
3,182
-477
| -13% | -$63.2K | 0.06% | 221 |
|
|
2022
Q3 | $526K | Sell |
3,659
-342
| -9% | -$49.2K | 0.08% | 177 |
|
|
2022
Q2 | $660K | Sell |
4,001
-290
| -7% | -$47.8K | 0.1% | 153 |
|
|
2022
Q1 | $911K | Buy |
4,291
+497
| +13% | +$106K | 0.12% | 123 |
|
|
2021
Q4 | $964K | Buy |
3,794
+46
| +1% | +$11.7K | 0.13% | 114 |
|
|
2021
Q3 | $1.1M | Buy |
3,748
+89
| +2% | +$26K | 0.15% | 98 |
|
|
2021
Q2 | $894K | Buy |
3,659
+515
| +16% | +$126K | 0.12% | 112 |
|
|
2021
Q1 | $666K | Sell |
3,144
-1,048
| -25% | -$222K | 0.1% | 137 |
|
|
2020
Q4 | $933K | Buy |
+4,192
| New | +$933K | 0.16% | 97 |
|