Phoenix Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
53,375
+363
| +0.7% | +$99K | 0.19% | 67 |
|
|
2025
Q1 | $14.3M | Buy |
53,012
+15,838
| +43% | +$4.26M | 0.22% | 76 |
|
|
2024
Q4 | $12.4M | Buy |
37,174
+10,520
| +39% | +$3.52M | 0.17% | 83 |
|
|
2024
Q3 | $7.31M | Buy |
26,654
+2,784
| +12% | +$764K | 0.11% | 109 |
|
|
2024
Q2 | $6.04M | Sell |
23,870
-17,299
| -42% | -$4.38M | 0.09% | 122 |
|
|
2024
Q1 | $12.4M | Buy |
41,169
+19,716
| +92% | +$5.94M | 0.17% | 74 |
|
|
2023
Q4 | $6.32M | Buy |
21,453
+2,180
| +11% | +$643K | 0.1% | 98 |
|
|
2023
Q3 | $3.91M | Buy |
19,273
+6,329
| +49% | +$1.28M | 0.07% | 118 |
|
|
2023
Q2 | $2.73M | Buy |
12,944
+5,568
| +75% | +$1.18M | 0.06% | 130 |
|
|
2023
Q1 | $1.47M | Sell |
7,376
-251,548
| -97% | -$50.3M | 0.03% | 161 |
|
|
2022
Q4 | $34.3M | Sell |
258,924
-181,756
| -41% | -$24.1M | 0.66% | 44 |
|
|
2022
Q3 | $64.7M | Sell |
440,680
-63,153
| -13% | -$9.27M | 1.43% | 21 |
|
|
2022
Q2 | $83.2M | Sell |
503,833
-6,086
| -1% | -$1M | 1.7% | 14 |
|
|
2022
Q1 | $108M | Buy |
509,919
+107,918
| +27% | +$22.9M | 1.82% | 11 |
|
|
2021
Q4 | $102M | Buy |
402,001
+56,517
| +16% | +$14.4M | 1.68% | 12 |
|
|
2021
Q3 | $93.7M | Buy |
345,484
+82,506
| +31% | +$22.4M | 1.62% | 14 |
|
|
2021
Q2 | $64.2M | Buy |
262,978
+1,011
| +0.4% | +$247K | 1.22% | 19 |
|
|
2021
Q1 | $55.5M | Buy |
261,967
+64,590
| +33% | +$13.7M | 1.25% | 14 |
|
|
2020
Q4 | $43.9M | Buy |
197,377
+28,285
| +17% | +$6.28M | 1.17% | 21 |
|
|
2020
Q3 | $40M | Buy |
169,092
+134,342
| +387% | +$31.8M | 1.68% | 10 |
|
|
2020
Q2 | $6.12M | Buy |
34,750
+14,576
| +72% | +$2.57M | 0.26% | 100 |
|
|
2020
Q1 | $2.82M | Buy |
+20,174
| New | +$2.82M | 0.14% | 131 |
|