Plante Moran Financial 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 | $51.6K | Sell |
189
-80
| -30% | -$21.8K | ﹤0.01% | 328 |
|
|
2025
Q1 | $72.2K | Sell |
269
-27
| -9% | -$7.25K | 0.01% | 287 |
|
|
2024
Q4 | $99K | Sell |
296
-25
| -8% | -$8.36K | 0.01% | 259 |
|
|
2024
Q3 | $87.9K | Sell |
321
-143
| -31% | -$39.2K | 0.01% | 302 |
|
|
2024
Q2 | $119K | Buy |
464
+66
| +17% | +$17K | 0.01% | 224 |
|
|
2024
Q1 | $120K | Buy |
398
+105
| +36% | +$31.6K | 0.01% | 228 |
|
|
2023
Q4 | $77.1K | Buy |
293
+149
| +103% | +$39.2K | 0.01% | 274 |
|
|
2023
Q3 | $29.2K | Sell |
144
-152
| -51% | -$30.8K | ﹤0.01% | 370 |
|
|
2023
Q2 | $62.5K | Buy |
296
+136
| +85% | +$28.7K | 0.01% | 271 |
|
|
2023
Q1 | $32K | Sell |
160
-74
| -32% | -$14.8K | ﹤0.01% | 362 |
|
|
2022
Q4 | $31K | Sell |
234
-150
| -39% | -$19.9K | ﹤0.01% | 378 |
|
|
2022
Q3 | $55K | Sell |
384
-180
| -32% | -$25.8K | 0.01% | 288 |
|
|
2022
Q2 | $93K | Buy |
564
+44
| +8% | +$7.26K | 0.02% | 223 |
|
|
2022
Q1 | $110K | Sell |
520
-239
| -31% | -$50.6K | 0.02% | 216 |
|
|
2021
Q4 | $193K | Buy |
759
+354
| +87% | +$90K | 0.03% | 186 |
|
|
2021
Q3 | $110K | Buy |
405
+243
| +150% | +$66K | 0.02% | 257 |
|
|
2021
Q2 | $40K | Sell |
162
-1,117
| -87% | -$276K | 0.01% | 419 |
|
|
2021
Q1 | $271K | Buy |
1,279
+706
| +123% | +$150K | 0.07% | 137 |
|
|
2020
Q4 | $128K | Buy |
573
+278
| +94% | +$62.1K | 0.04% | 218 |
|
|
2020
Q3 | $74K | Buy |
295
+155
| +111% | +$38.9K | 0.03% | 262 |
|
|
2020
Q2 | $26K | Sell |
140
-136
| -49% | -$25.3K | 0.01% | 383 |
|
|
2020
Q1 | $40K | Buy |
276
+43
| +18% | +$6.23K | 0.02% | 291 |
|
|
2019
Q4 | $38K | Sell |
233
-667
| -74% | -$109K | 0.01% | 357 |
|
|
2019
Q3 | $134K | Buy |
900
+39
| +5% | +$5.81K | 0.04% | 208 |
|
|
2019
Q2 | $131K | Buy |
861
+10
| +1% | +$1.52K | 0.04% | 193 |
|
|
2019
Q1 | $135K | Buy |
851
+331
| +64% | +$52.5K | 0.04% | 192 |
|
|
2018
Q4 | $71K | Hold |
520
| – | – | 0.02% | 243 |
|
|
2018
Q3 | $83K | Sell |
520
-39
| -7% | -$6.23K | 0.03% | 231 |
|
|
2018
Q2 | $76K | Sell |
559
-99
| -15% | -$13.5K | 0.04% | 259 |
|
|
2018
Q1 | $77K | Buy |
658
+49
| +8% | +$5.73K | 0.04% | 268 |
|
|
2017
Q4 | $62K | Hold |
609
| – | – | 0.03% | 300 |
|
|
2017
Q3 | $57K | Sell |
609
-117
| -16% | -$11K | 0.03% | 278 |
|
|
2017
Q2 | $63K | Sell |
726
-121
| -14% | -$10.5K | 0.04% | 262 |
|
|
2017
Q1 | $70K | Buy |
847
+120
| +17% | +$9.92K | 0.04% | 254 |
|
|
2016
Q4 | $50K | Sell |
727
-28
| -4% | -$1.93K | 0.03% | 328 |
|
|
2016
Q3 | $54K | Buy |
755
+96
| +15% | +$6.87K | 0.04% | 298 |
|
|
2016
Q2 | $52K | Hold |
659
| – | – | 0.04% | 273 |
|
|
2016
Q1 | $49K | Sell |
659
-74
| -10% | -$5.5K | 0.04% | 263 |
|
|
2015
Q4 | $57K | Sell |
733
-13
| -2% | -$1.01K | 0.04% | 255 |
|
|
2015
Q3 | $52K | Sell |
746
-203
| -21% | -$14.2K | 0.04% | 251 |
|
|
2015
Q2 | $66K | Sell |
949
-3
| -0.3% | -$209 | 0.05% | 254 |
|
|
2015
Q1 | $64K | Hold |
952
| – | – | 0.04% | 242 |
|
|
2014
Q4 | $56K | Buy |
952
+25
| +3% | +$1.47K | 0.04% | 264 |
|
|
2014
Q3 | $53K | Buy |
927
+290
| +46% | +$16.6K | 0.05% | 248 |
|
|
2014
Q2 | $37K | Buy |
637
+453
| +246% | +$26.3K | 0.03% | 276 |
|
|
2014
Q1 | $11K | Buy |
184
+150
| +441% | +$8.97K | 0.01% | 342 |
|
|
2013
Q4 | $2K | Sell |
34
-108
| -76% | -$6.35K | ﹤0.01% | 618 |
|
|
2013
Q3 | $7K | Buy |
142
+34
| +31% | +$1.68K | ﹤0.01% | 438 |
|
|
2013
Q2 | $4K | Buy |
+108
| New | +$4K | ﹤0.01% | 460 |
|