Northeast Financial Consultants’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Sell |
12,590
-1,390
| -10% | -$379K | 0.14% | 81 |
|
|
2025
Q1 | $3.75M | Sell |
13,980
-2,223
| -14% | -$597K | 0.17% | 72 |
|
|
2024
Q4 | $5.42M | Buy |
16,203
+1
| +0% | +$334 | 0.23% | 58 |
|
|
2024
Q3 | $4.43M | Sell |
16,202
-426
| -3% | -$117K | 0.19% | 69 |
|
|
2024
Q2 | $4.28M | Buy |
16,628
+2,055
| +14% | +$528K | 0.2% | 68 |
|
|
2024
Q1 | $4.39M | Buy |
14,573
+152
| +1% | +$45.8K | 0.22% | 71 |
|
|
2023
Q4 | $3.79M | Buy |
14,421
+166
| +1% | +$43.7K | 0.21% | 71 |
|
|
2023
Q3 | $2.89M | Buy |
14,255
+2,959
| +26% | +$600K | 0.18% | 78 |
|
|
2023
Q2 | $2.39M | Hold |
11,296
| – | – | 0.15% | 93 |
|
|
2023
Q1 | $2.26M | Sell |
11,296
-3,397
| -23% | -$679K | 0.14% | 96 |
|
|
2022
Q4 | $1.95M | Buy |
14,693
+4,347
| +42% | +$576K | 0.13% | 99 |
|
|
2022
Q3 | $1.49M | Buy |
10,346
+1,123
| +12% | +$162K | 0.11% | 109 |
|
|
2022
Q2 | $1.52M | Sell |
9,223
-575
| -6% | -$94.9K | 0.11% | 110 |
|
|
2022
Q1 | $2.08M | Buy |
9,798
+675
| +7% | +$143K | 0.12% | 104 |
|
|
2021
Q4 | $2.32M | Buy |
9,123
+814
| +10% | +$207K | 0.14% | 81 |
|
|
2021
Q3 | $2.25M | Buy |
8,309
+1,845
| +29% | +$500K | 0.15% | 85 |
|
|
2021
Q2 | $1.58M | Buy |
6,464
+31
| +0.5% | +$7.57K | 0.11% | 120 |
|
|
2021
Q1 | $1.36M | Sell |
6,433
-4,091
| -39% | -$867K | 0.1% | 115 |
|
|
2020
Q4 | $2.34M | Buy |
10,524
+380
| +4% | +$84.6K | 0.19% | 73 |
|
|
2020
Q3 | $2.55M | Sell |
10,144
-3,277
| -24% | -$823K | 0.23% | 62 |
|
|
2020
Q2 | $2.51M | Buy |
13,421
+5,700
| +74% | +$1.07M | 0.24% | 61 |
|
|
2020
Q1 | $1.11M | Buy |
7,721
+1,023
| +15% | +$147K | 0.13% | 103 |
|
|
2019
Q4 | $1.09M | Buy |
6,698
+260
| +4% | +$42.3K | 0.1% | 125 |
|
|
2019
Q3 | $954K | Buy |
6,438
+2,461
| +62% | +$365K | 0.1% | 137 |
|
|
2019
Q2 | $603K | Buy |
3,977
+100
| +3% | +$15.2K | 0.06% | 169 |
|
|
2019
Q1 | $614K | Buy |
+3,877
| New | +$614K | 0.07% | 162 |
|
|
2018
Q4 | – | Sell |
-3,554
| Closed | -$565K | – | 167 |
|
|
2018
Q3 | $565K | Buy |
3,554
+1,848
| +108% | +$294K | 0.16% | 79 |
|
|
2018
Q2 | $232K | Buy |
+1,706
| New | +$232K | 0.07% | 125 |
|
|
2018
Q1 | – | Sell |
-2,009
| Closed | -$205K | – | 149 |
|
|
2017
Q4 | $205K | Buy |
+2,009
| New | +$205K | 0.07% | 144 |
|