Parallel Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Buy |
67,794
+511
| +0.8% | +$139K | 0.37% | 46 |
|
|
2025
Q1 | $18.1M | Buy |
67,283
+349
| +0.5% | +$93.7K | 0.41% | 42 |
|
|
2024
Q4 | $22.4M | Buy |
66,934
+237
| +0.4% | +$79.2K | 0.5% | 31 |
|
|
2024
Q3 | $18.3M | Buy |
66,697
+568
| +0.9% | +$155K | 0.43% | 44 |
|
|
2024
Q2 | $17M | Buy |
66,129
+300
| +0.5% | +$77.1K | 0.44% | 43 |
|
|
2024
Q1 | $19.8M | Sell |
65,829
-308
| -0.5% | -$92.8K | 0.54% | 29 |
|
|
2023
Q4 | $17.4M | Sell |
66,137
-905
| -1% | -$238K | 0.52% | 34 |
|
|
2023
Q3 | $13.6M | Buy |
67,042
+1,791
| +3% | +$363K | 0.45% | 41 |
|
|
2023
Q2 | $13.8M | Buy |
65,251
+4,702
| +8% | +$993K | 0.44% | 45 |
|
|
2023
Q1 | $12.1M | Buy |
60,549
+26,316
| +77% | +$5.26M | 0.41% | 46 |
|
|
2022
Q4 | $4.54M | Sell |
34,233
-4,328
| -11% | -$574K | 0.2% | 81 |
|
|
2022
Q3 | $5.55M | Sell |
38,561
-452
| -1% | -$65K | 0.26% | 65 |
|
|
2022
Q2 | $6.44M | Sell |
39,013
-487
| -1% | -$80.4K | 0.3% | 57 |
|
|
2022
Q1 | $8.49M | Sell |
39,500
-3,152
| -7% | -$677K | 0.34% | 49 |
|
|
2021
Q4 | $10.8M | Buy |
42,652
+3,550
| +9% | +$902K | 0.4% | 46 |
|
|
2021
Q3 | $10.6M | Buy |
39,102
+4,794
| +14% | +$1.3M | 0.43% | 48 |
|
|
2021
Q2 | $8.38M | Buy |
34,308
+2,915
| +9% | +$712K | 0.35% | 50 |
|
|
2021
Q1 | $6.65M | Buy |
31,393
+2,977
| +10% | +$631K | 0.31% | 59 |
|
|
2020
Q4 | $6.32M | Sell |
28,416
-4,167
| -13% | -$927K | 0.34% | 49 |
|
|
2020
Q3 | $8.19M | Sell |
32,583
-2,816
| -8% | -$708K | 0.51% | 37 |
|
|
2020
Q2 | $6.63M | Buy |
35,399
+5,873
| +20% | +$1.1M | 0.43% | 41 |
|
|
2020
Q1 | $4.25M | Buy |
29,526
+5,396
| +22% | +$777K | 0.34% | 47 |
|
|
2019
Q4 | $3.93M | Sell |
24,130
-502
| -2% | -$81.7K | 0.29% | 63 |
|
|
2019
Q3 | $3.66M | Sell |
24,632
-269
| -1% | -$39.9K | 0.31% | 58 |
|
|
2019
Q2 | $3.78M | Buy |
24,901
+641
| +3% | +$97.3K | 0.37% | 51 |
|
|
2019
Q1 | $3.84M | Buy |
24,260
+552
| +2% | +$87.4K | 0.43% | 42 |
|
|
2018
Q4 | $3.25M | Buy |
23,708
+3,058
| +15% | +$419K | 0.45% | 39 |
|
|
2018
Q3 | $3.28M | Buy |
20,650
+2,465
| +14% | +$392K | 0.41% | 41 |
|
|
2018
Q2 | $2.48M | Buy |
18,185
+1,367
| +8% | +$186K | 0.35% | 52 |
|
|
2018
Q1 | $1.96M | Sell |
16,818
-715
| -4% | -$83.2K | 0.31% | 61 |
|
|
2017
Q4 | $1.79M | Sell |
17,533
-1,852
| -10% | -$189K | 0.29% | 61 |
|
|
2017
Q3 | $2.05M | Sell |
19,385
-628
| -3% | -$66.4K | 0.35% | 52 |
|
|
2017
Q2 | $1.82M | Buy |
20,013
+894
| +5% | +$81.2K | 0.34% | 58 |
|
|
2017
Q1 | $1.66M | Sell |
19,119
-123
| -0.6% | -$10.6K | 0.33% | 64 |
|
|
2016
Q4 | $1.32M | Buy |
+19,242
| New | +$1.32M | 0.31% | 65 |
|