Nicolet Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
5,317
-304
| -5% | -$76.2K | 0.11% | 96 |
|
|
2025
Q1 | $1.43M | Buy |
5,621
+169
| +3% | +$43.1K | 0.14% | 81 |
|
|
2024
Q4 | $1.73M | Buy |
5,452
+426
| +8% | +$135K | 0.16% | 70 |
|
|
2024
Q3 | $1.41M | Sell |
5,026
-39
| -0.8% | -$11K | 0.13% | 80 |
|
|
2024
Q2 | $1.28M | Buy |
5,065
+16
| +0.3% | +$4.04K | 0.12% | 84 |
|
|
2024
Q1 | $1.53M | Buy |
5,049
+3
| +0.1% | +$907 | 0.16% | 73 |
|
|
2023
Q4 | $1.27M | Sell |
5,046
-210
| -4% | -$52.7K | 0.14% | 78 |
|
|
2023
Q3 | $1.06M | Buy |
5,256
+1,605
| +44% | +$324K | 0.12% | 92 |
|
|
2023
Q2 | $767K | Buy |
3,651
+198
| +6% | +$41.6K | 0.08% | 113 |
|
|
2023
Q1 | $665K | Buy |
3,453
+343
| +11% | +$66K | 0.08% | 123 |
|
|
2022
Q4 | $451K | Buy |
3,110
+618
| +25% | +$89.5K | 0.06% | 134 |
|
|
2022
Q3 | $363K | Buy |
2,492
+472
| +23% | +$68.8K | 0.06% | 123 |
|
|
2022
Q2 | $357K | Buy |
2,020
+479
| +31% | +$84.7K | 0.05% | 123 |
|
|
2022
Q1 | $304K | Buy |
1,541
+284
| +23% | +$56K | 0.04% | 144 |
|
|
2021
Q4 | $319K | Sell |
1,257
-508
| -29% | -$129K | 0.04% | 147 |
|
|
2021
Q3 | $478K | Buy |
1,765
+326
| +23% | +$88.3K | 0.06% | 117 |
|
|
2021
Q2 | $352K | Buy |
1,439
+393
| +38% | +$96.1K | 0.05% | 129 |
|
|
2021
Q1 | $222K | Sell |
1,046
-91
| -8% | -$19.3K | 0.03% | 161 |
|
|
2020
Q4 | $253K | Buy |
1,137
+123
| +12% | +$27.4K | 0.04% | 152 |
|
|
2020
Q3 | $255K | Sell |
1,014
-625
| -38% | -$157K | 0.04% | 136 |
|
|
2020
Q2 | $307K | Hold |
1,639
| – | – | 0.05% | 150 |
|
|
2020
Q1 | $236K | Buy |
+1,639
| New | +$236K | 0.04% | 163 |
|