Northstar Advisory 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 | $976K | Sell |
3,578
-6,428
| -64% | -$1.75M | 0.48% | 48 |
|
|
2025
Q1 | $2.69M | Buy |
10,006
+5
| +0% | +$1.34K | 1.75% | 19 |
|
|
2024
Q4 | $3.34M | Buy |
10,001
+673
| +7% | +$225K | 1.7% | 16 |
|
|
2024
Q3 | $2.55M | Sell |
9,328
-1,169
| -11% | -$320K | 1.33% | 25 |
|
|
2024
Q2 | $2.7M | Buy |
10,497
+53
| +0.5% | +$13.6K | 1.55% | 17 |
|
|
2024
Q1 | $2.87M | Buy |
10,444
+6,168
| +144% | +$1.7M | 1.74% | 18 |
|
|
2023
Q4 | $1.13M | Sell |
4,276
-5,749
| -57% | -$1.51M | 0.67% | 36 |
|
|
2023
Q3 | $2.03M | Sell |
10,025
-1,087
| -10% | -$220K | 1.48% | 18 |
|
|
2023
Q2 | $2.35M | Buy |
11,112
+7,594
| +216% | +$1.6M | 1.54% | 22 |
|
|
2023
Q1 | $703K | Buy |
+3,518
| New | +$703K | 0.53% | 42 |
|
|
2022
Q4 | – | Sell |
-4,734
| Closed | -$681K | – | 92 |
|
|
2022
Q3 | $681K | Sell |
4,734
-2,806
| -37% | -$404K | 0.61% | 33 |
|
|
2022
Q2 | $1.24M | Buy |
+7,540
| New | +$1.24M | 0.92% | 16 |
|