Park Avenue Securities’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.25M | Sell |
33,902
-1,753
| -5% | -$478K | 0.09% | 174 |
|
|
2025
Q1 | $9.57M | Buy |
35,655
+4,947
| +16% | +$1.33M | 0.12% | 117 |
|
|
2024
Q4 | $10.3M | Buy |
30,708
+4,704
| +18% | +$1.57M | 0.11% | 131 |
|
|
2024
Q3 | $7.12M | Sell |
26,004
-3,736
| -13% | -$1.02M | 0.08% | 166 |
|
|
2024
Q2 | $7.65M | Buy |
29,740
+1,746
| +6% | +$449K | 0.09% | 147 |
|
|
2024
Q1 | $8.43M | Buy |
27,994
+6,492
| +30% | +$1.96M | 0.11% | 135 |
|
|
2023
Q4 | $5.66M | Buy |
21,502
+3,604
| +20% | +$948K | 0.08% | 167 |
|
|
2023
Q3 | $3.63M | Sell |
17,898
-975
| -5% | -$198K | 0.06% | 211 |
|
|
2023
Q2 | $3.99M | Buy |
18,873
+593
| +3% | +$125K | 0.06% | 199 |
|
|
2023
Q1 | $3.65M | Buy |
18,280
+431
| +2% | +$86.1K | 0.06% | 194 |
|
|
2022
Q4 | $2.37M | Sell |
17,849
-409
| -2% | -$54.2K | 0.04% | 262 |
|
|
2022
Q3 | $2.63M | Buy |
18,258
+1,908
| +12% | +$274K | 0.05% | 210 |
|
|
2022
Q2 | $2.7M | Buy |
16,350
+531
| +3% | +$87.6K | 0.05% | 213 |
|
|
2022
Q1 | $3.36M | Buy |
15,819
+1,606
| +11% | +$341K | 0.06% | 186 |
|
|
2021
Q4 | $3.61M | Buy |
14,213
+1,149
| +9% | +$292K | 0.06% | 166 |
|
|
2021
Q3 | $3.54M | Buy |
13,064
+1,656
| +15% | +$449K | 0.07% | 149 |
|
|
2021
Q2 | $2.79M | Buy |
11,408
+1,244
| +12% | +$304K | 0.06% | 175 |
|
|
2021
Q1 | $2.15M | Buy |
10,164
+155
| +2% | +$32.8K | 0.05% | 188 |
|
|
2020
Q4 | $2.23M | Buy |
10,009
+2,945
| +42% | +$655K | 0.06% | 142 |
|
|
2020
Q3 | $1.78M | Buy |
7,064
+161
| +2% | +$40.5K | 0.06% | 144 |
|
|
2020
Q2 | $1.29M | Buy |
6,903
+1,899
| +38% | +$356K | 0.05% | 154 |
|
|
2020
Q1 | $720K | Sell |
5,004
-89
| -2% | -$12.8K | 0.06% | 100 |
|
|
2019
Q4 | $828K | Buy |
5,093
+1,568
| +44% | +$255K | 0.03% | 207 |
|
|
2019
Q3 | $523K | Sell |
3,525
-142
| -4% | -$21.1K | 0.02% | 241 |
|
|
2019
Q2 | $556K | Buy |
3,667
+277
| +8% | +$42K | 0.06% | 117 |
|
|
2019
Q1 | $546K | Buy |
3,390
+340
| +11% | +$54.8K | 0.03% | 201 |
|
|
2018
Q4 | $450K | Buy |
3,050
+885
| +41% | +$131K | 0.07% | 86 |
|
|
2018
Q3 | $346K | Buy |
2,165
+198
| +10% | +$31.6K | 0.06% | 112 |
|
|
2018
Q2 | $276K | Sell |
1,967
-2,799
| -59% | -$393K | 0.05% | 122 |
|
|
2018
Q1 | $550K | Buy |
+4,766
| New | +$550K | 0.12% | 61 |
|