Private Advisory Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27,014
| Closed | -$7.25M | – | 208 |
|
|
2025
Q1 | $7.25M | Buy |
27,014
+12,810
| +90% | +$3.44M | 0.81% | 36 |
|
|
2024
Q4 | $4.75M | Buy |
14,204
+716
| +5% | +$239K | 0.53% | 51 |
|
|
2024
Q3 | $3.69M | Buy |
13,488
+12,296
| +1,032% | +$3.37M | 0.44% | 52 |
|
|
2024
Q2 | $306K | Sell |
1,192
-483
| -29% | -$124K | 0.04% | 152 |
|
|
2024
Q1 | $504K | Buy |
1,675
+722
| +76% | +$217K | 0.07% | 134 |
|
|
2023
Q4 | $251K | Sell |
953
-828
| -46% | -$218K | 0.04% | 174 |
|
|
2023
Q3 | $361K | Sell |
1,781
-1,591
| -47% | -$323K | 0.07% | 163 |
|
|
2023
Q2 | $712K | Buy |
3,372
+1,729
| +105% | +$365K | 0.14% | 127 |
|
|
2023
Q1 | $328K | Buy |
+1,643
| New | +$328K | 0.07% | 169 |
|
|
2022
Q4 | – | Sell |
-1,447
| Closed | -$208K | – | 196 |
|
|
2022
Q3 | $208K | Buy |
1,447
+115
| +9% | +$16.5K | 0.05% | 173 |
|
|
2022
Q2 | $220K | Buy |
1,332
+182
| +16% | +$30.1K | 0.05% | 149 |
|
|
2022
Q1 | $244K | Buy |
1,150
+291
| +34% | +$61.7K | 0.05% | 148 |
|
|
2021
Q4 | $218K | Hold |
859
| – | – | 0.04% | 136 |
|
|
2021
Q3 | $233K | Buy |
+859
| New | +$233K | 0.06% | 113 |
|
|
2020
Q4 | – | Sell |
-835
| Closed | -$210K | – | 116 |
|
|
2020
Q3 | $210K | Buy |
+835
| New | +$210K | 0.08% | 100 |
|