Nations Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
12,930
+6,062
| +88% | +$1.65M | 0.24% | 97 |
|
|
2025
Q1 | $1.84M | Buy |
6,868
+58
| +0.9% | +$15.6K | 0.14% | 174 |
|
|
2024
Q4 | $2.28M | Buy |
6,810
+106
| +2% | +$35.4K | 0.17% | 154 |
|
|
2024
Q3 | $1.84M | Buy |
6,704
+58
| +0.9% | +$15.9K | 0.13% | 179 |
|
|
2024
Q2 | $1.71M | Buy |
6,646
+197
| +3% | +$50.7K | 0.14% | 169 |
|
|
2024
Q1 | $1.94M | Buy |
6,449
+1,661
| +35% | +$500K | 0.16% | 152 |
|
|
2023
Q4 | $1.26M | Buy |
4,788
+104
| +2% | +$27.4K | 0.12% | 204 |
|
|
2023
Q3 | $950K | Buy |
4,684
+66
| +1% | +$13.4K | 0.1% | 236 |
|
|
2023
Q2 | $976K | Buy |
4,618
+77
| +2% | +$16.3K | 0.1% | 240 |
|
|
2023
Q1 | $907K | Sell |
4,541
-4,870
| -52% | -$973K | 0.1% | 242 |
|
|
2022
Q4 | $1.25M | Buy |
9,411
+173
| +2% | +$22.9K | 0.14% | 182 |
|
|
2022
Q3 | $1.33M | Sell |
9,238
-355
| -4% | -$51.1K | 0.19% | 128 |
|
|
2022
Q2 | $1.58M | Buy |
9,593
+269
| +3% | +$44.4K | 0.21% | 123 |
|
|
2022
Q1 | $1.98M | Sell |
9,324
-128
| -1% | -$27.2K | 0.24% | 101 |
|
|
2021
Q4 | $2.4M | Sell |
9,452
-8,726
| -48% | -$2.22M | 0.32% | 72 |
|
|
2021
Q3 | $4.93M | Buy |
18,178
+9,135
| +101% | +$2.48M | 0.75% | 25 |
|
|
2021
Q2 | $2.21M | Sell |
9,043
-175
| -2% | -$42.7K | 0.37% | 66 |
|
|
2021
Q1 | $1.95M | Sell |
9,218
-451
| -5% | -$95.6K | 0.44% | 45 |
|
|
2020
Q4 | $2.15M | Buy |
9,669
+1,036
| +12% | +$231K | 0.57% | 34 |
|
|
2020
Q3 | $2.17M | Sell |
8,633
-748
| -8% | -$188K | 0.67% | 34 |
|
|
2020
Q2 | $1.76M | Buy |
9,381
+407
| +5% | +$76.2K | 0.62% | 36 |
|
|
2020
Q1 | $1.29M | Buy |
8,974
+230
| +3% | +$33.1K | 0.55% | 44 |
|
|
2019
Q4 | $1.42M | Buy |
8,744
+485
| +6% | +$78.9K | 0.49% | 46 |
|
|
2019
Q3 | $1.29M | Buy |
8,259
+2,649
| +47% | +$414K | 0.46% | 52 |
|
|
2019
Q2 | $851K | Buy |
+5,610
| New | +$851K | 0.56% | 43 |
|
|
2018
Q3 | – | Sell |
-6,400
| Closed | -$873K | – | 170 |
|
|
2018
Q2 | $873K | Hold |
6,400
| – | – | 0.73% | 29 |
|
|
2018
Q1 | $744K | Sell |
6,400
-100
| -2% | -$11.6K | 0.68% | 35 |
|
|
2017
Q4 | $664K | Hold |
6,500
| – | – | 0.61% | 48 |
|
|
2017
Q3 | $607K | Hold |
6,500
| – | – | 0.59% | 49 |
|
|
2017
Q2 | $563K | Buy |
6,500
+900
| +16% | +$78K | 0.46% | 63 |
|
|
2017
Q1 | $462K | Buy |
+5,600
| New | +$462K | 0.45% | 69 |
|