Private Advisor Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Buy |
78,788
+845
| +1% | +$230K | 0.12% | 181 |
|
|
2025
Q1 | $20.9M | Buy |
77,943
+7,490
| +11% | +$2.01M | 0.13% | 165 |
|
|
2024
Q4 | $23.6M | Sell |
70,453
-946
| -1% | -$316K | 0.13% | 144 |
|
|
2024
Q3 | $19.5M | Sell |
71,399
-1,933
| -3% | -$529K | 0.12% | 161 |
|
|
2024
Q2 | $18.9M | Sell |
73,332
-1,138
| -2% | -$293K | 0.13% | 152 |
|
|
2024
Q1 | $22.4M | Buy |
74,470
+5,363
| +8% | +$1.62M | 0.16% | 119 |
|
|
2023
Q4 | $18.2M | Buy |
69,107
+2,261
| +3% | +$595K | 0.14% | 138 |
|
|
2023
Q3 | $13.6M | Buy |
66,846
+566
| +0.9% | +$115K | 0.12% | 158 |
|
|
2023
Q2 | $14.1M | Buy |
66,280
+4,874
| +8% | +$1.04M | 0.12% | 166 |
|
|
2023
Q1 | $12.3M | Sell |
61,406
-158
| -0.3% | -$31.6K | 0.12% | 178 |
|
|
2022
Q4 | $963K | Sell |
61,564
-306
| -0.5% | -$4.79K | 0.05% | 378 |
|
|
2022
Q3 | $8.9M | Sell |
61,870
-13,974
| -18% | -$2.01M | 0.1% | 214 |
|
|
2022
Q2 | $12.5M | Sell |
75,844
-4,775
| -6% | -$788K | 0.11% | 182 |
|
|
2022
Q1 | $17.1M | Buy |
80,619
+17,861
| +28% | +$3.79M | 0.13% | 159 |
|
|
2021
Q4 | $15.9M | Sell |
62,758
-20,545
| -25% | -$5.22M | 0.12% | 170 |
|
|
2021
Q3 | $22.6M | Buy |
83,303
+33,441
| +67% | +$9.07M | 0.14% | 143 |
|
|
2021
Q2 | $12.2M | Sell |
49,862
-2,690
| -5% | -$657K | 0.11% | 198 |
|
|
2021
Q1 | $11.1M | Sell |
52,552
-13,002
| -20% | -$2.75M | 0.11% | 194 |
|
|
2020
Q4 | $14.6M | Buy |
65,554
+34,035
| +108% | +$7.57M | 0.15% | 143 |
|
|
2020
Q3 | $7.14M | Buy |
31,519
+4,507
| +17% | +$1.02M | 0.09% | 220 |
|
|
2020
Q2 | $5.06M | Buy |
27,012
+3,030
| +13% | +$568K | 0.07% | 263 |
|
|
2020
Q1 | $3.45M | Buy |
23,982
+1,626
| +7% | +$234K | 0.06% | 286 |
|
|
2019
Q4 | $3.64M | Buy |
+22,356
| New | +$3.64M | 0.06% | 350 |
|
|
2019
Q3 | – | Sell |
-19,094
| Closed | -$2.9M | – | 1662 |
|
|
2019
Q2 | $2.9M | Sell |
19,094
-7,448
| -28% | -$1.13M | 0.05% | 371 |
|
|
2019
Q1 | $4.2M | Buy |
26,542
+12,941
| +95% | +$2.05M | 0.08% | 254 |
|
|
2018
Q4 | $1.86M | Sell |
13,601
-17,943
| -57% | -$2.46M | 0.04% | 405 |
|
|
2018
Q3 | $5.02M | Buy |
31,544
+19,110
| +154% | +$3.04M | 0.1% | 203 |
|
|
2018
Q2 | $1.73M | Buy |
12,434
+2,330
| +23% | +$323K | 0.03% | 324 |
|
|
2018
Q1 | $1.18M | Buy |
10,104
+662
| +7% | +$77.1K | 0.05% | 371 |
|
|
2017
Q4 | $1.02M | Sell |
9,442
-4,805
| -34% | -$520K | 0.04% | 413 |
|
|
2017
Q3 | $1.37M | Buy |
14,247
+4,294
| +43% | +$413K | 0.03% | 482 |
|
|
2017
Q2 | $881K | Sell |
9,953
-542
| -5% | -$48K | 0.02% | 583 |
|
|
2017
Q1 | $894K | Sell |
10,495
-452
| -4% | -$38.5K | 0.03% | 574 |
|
|
2016
Q4 | $827K | Buy |
10,947
+5,625
| +106% | +$425K | 0.03% | 553 |
|
|
2016
Q3 | $386K | Sell |
5,322
-3,129
| -37% | -$227K | 0.02% | 743 |
|
|
2016
Q2 | $664K | Buy |
8,451
+988
| +13% | +$77.6K | 0.03% | 533 |
|
|
2016
Q1 | $544K | Sell |
7,463
-23,681
| -76% | -$1.73M | 0.03% | 551 |
|
|
2015
Q4 | $2.44M | Buy |
31,144
+4,549
| +17% | +$357K | 0.12% | 200 |
|
|
2015
Q3 | $1.85M | Buy |
26,595
+22,555
| +558% | +$1.57M | 0.1% | 228 |
|
|
2015
Q2 | $281K | Buy |
+4,040
| New | +$281K | 0.01% | 814 |
|
|
2014
Q3 | – | Sell |
-3,608
| Closed | -$210K | – | 1269 |
|
|
2014
Q2 | $210K | Buy |
3,608
+20
| +0.6% | +$1.16K | 0.02% | 782 |
|
|
2014
Q1 | $205K | Buy |
+3,588
| New | +$205K | 0.02% | 698 |
|