NorthRock Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Sell |
17,581
-3,419
| -16% | -$934K | 0.12% | 75 |
|
|
2025
Q1 | $5.64M | Buy |
21,000
+347
| +2% | +$93.1K | 0.19% | 63 |
|
|
2024
Q4 | $6.91M | Sell |
20,653
-1,940
| -9% | -$649K | 0.23% | 53 |
|
|
2024
Q3 | $6.19M | Buy |
22,593
+3,569
| +19% | +$978K | 0.2% | 59 |
|
|
2024
Q2 | $4.89M | Sell |
19,024
-404
| -2% | -$104K | 0.18% | 64 |
|
|
2024
Q1 | $5.86M | Buy |
19,428
+1,819
| +10% | +$548K | 0.22% | 60 |
|
|
2023
Q4 | $4.63M | Buy |
17,609
+8,024
| +84% | +$2.11M | 0.19% | 70 |
|
|
2023
Q3 | $1.94M | Buy |
9,585
+4,023
| +72% | +$816K | 0.2% | 53 |
|
|
2023
Q2 | $1.18M | Sell |
5,562
-453
| -8% | -$95.7K | 0.13% | 74 |
|
|
2023
Q1 | $1.2M | Buy |
6,015
+988
| +20% | +$197K | 0.13% | 76 |
|
|
2022
Q4 | $667K | Sell |
5,027
-576
| -10% | -$76.4K | 0.08% | 128 |
|
|
2022
Q3 | $806K | Sell |
5,603
-808
| -13% | -$116K | 0.09% | 97 |
|
|
2022
Q2 | $1.06M | Buy |
6,411
+2,541
| +66% | +$419K | 0.11% | 89 |
|
|
2022
Q1 | $822K | Sell |
3,870
-16
| -0.4% | -$3.4K | 0.07% | 122 |
|
|
2021
Q4 | $988K | Buy |
3,886
+1,043
| +37% | +$265K | 0.07% | 102 |
|
|
2021
Q3 | $790K | Buy |
2,843
+753
| +36% | +$209K | 0.06% | 110 |
|
|
2021
Q2 | $510K | Buy |
2,090
+716
| +52% | +$175K | 0.04% | 136 |
|
|
2021
Q1 | $291K | Sell |
1,374
-205
| -13% | -$43.4K | 0.03% | 180 |
|
|
2020
Q4 | $351K | Buy |
1,579
+81
| +5% | +$18K | 0.03% | 156 |
|
|
2020
Q3 | $377K | Sell |
1,498
-450
| -23% | -$113K | 0.04% | 140 |
|
|
2020
Q2 | $365K | Sell |
1,948
-117
| -6% | -$21.9K | 0.04% | 140 |
|
|
2020
Q1 | $297K | Sell |
2,065
-1,550
| -43% | -$223K | 0.04% | 140 |
|
|
2019
Q4 | $588K | Buy |
+3,615
| New | +$588K | 0.06% | 136 |
|