PFG Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
4,150
+1,389
| +50% | +$379K | 0.05% | 282 |
|
|
2025
Q1 | $741K | Buy |
2,761
+157
| +6% | +$42.1K | 0.04% | 383 |
|
|
2024
Q4 | $871K | Buy |
2,604
+273
| +12% | +$91.3K | 0.05% | 346 |
|
|
2024
Q3 | $638K | Sell |
2,331
-83
| -3% | -$22.7K | 0.04% | 392 |
|
|
2024
Q2 | $621K | Buy |
2,414
+740
| +44% | +$190K | 0.04% | 386 |
|
|
2024
Q1 | $504K | Buy |
1,674
+141
| +9% | +$42.5K | 0.04% | 386 |
|
|
2023
Q4 | $403K | Buy |
1,533
+52
| +4% | +$13.7K | 0.03% | 405 |
|
|
2023
Q3 | $300K | Sell |
1,481
-422
| -22% | -$85.6K | 0.03% | 458 |
|
|
2023
Q2 | $402K | Buy |
1,903
+731
| +62% | +$154K | 0.03% | 439 |
|
|
2023
Q1 | $234K | Buy |
+1,172
| New | +$234K | 0.02% | 564 |
|
|
2022
Q3 | – | Sell |
-1,257
| Closed | -$207K | – | 524 |
|
|
2022
Q2 | $207K | Buy |
1,257
+76
| +6% | +$12.5K | 0.02% | 366 |
|
|
2022
Q1 | $251K | Sell |
1,181
-353
| -23% | -$75K | 0.03% | 360 |
|
|
2021
Q4 | $390K | Buy |
1,534
+598
| +64% | +$152K | 0.04% | 398 |
|
|
2021
Q3 | $254K | Sell |
936
-116
| -11% | -$31.5K | 0.03% | 445 |
|
|
2021
Q2 | $257K | Buy |
1,052
+58
| +6% | +$14.2K | 0.03% | 424 |
|
|
2021
Q1 | $211K | Sell |
994
-57
| -5% | -$12.1K | 0.03% | 426 |
|
|
2020
Q4 | $234K | Sell |
1,051
-2,189
| -68% | -$487K | 0.04% | 333 |
|
|
2020
Q3 | $842K | Buy |
3,240
+680
| +27% | +$177K | 0.16% | 166 |
|
|
2020
Q2 | $509K | Sell |
2,560
-60
| -2% | -$11.9K | 0.11% | 196 |
|
|
2020
Q1 | $426K | Sell |
2,620
-295
| -10% | -$48K | 0.11% | 191 |
|
|
2019
Q4 | $517K | Sell |
2,915
-10
| -0.3% | -$1.77K | 0.13% | 181 |
|
|
2019
Q3 | $430K | Buy |
2,925
+160
| +6% | +$23.5K | 0.12% | 201 |
|
|
2019
Q2 | $442K | Buy |
2,765
+110
| +4% | +$17.6K | 0.12% | 201 |
|
|
2019
Q1 | $439K | Sell |
2,655
-300
| -10% | -$49.6K | 0.13% | 192 |
|
|
2018
Q4 | $481K | Buy |
+2,955
| New | +$481K | 0.15% | 175 |
|