Regal Investment 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 | $342K | Buy |
+1,254
| New | +$342K | 0.03% | 400 |
|
|
2025
Q1 | – | Sell |
-1,086
| Closed | -$363K | – | 467 |
|
|
2024
Q4 | $363K | Sell |
1,086
-108
| -9% | -$36.1K | 0.03% | 374 |
|
|
2024
Q3 | $327K | Sell |
1,194
-838
| -41% | -$229K | 0.02% | 431 |
|
|
2024
Q2 | $522K | Sell |
2,032
-77
| -4% | -$19.8K | 0.03% | 344 |
|
|
2024
Q1 | $635K | Sell |
2,109
-137
| -6% | -$41.3K | 0.04% | 315 |
|
|
2023
Q4 | $591K | Buy |
2,246
+71
| +3% | +$18.7K | 0.04% | 298 |
|
|
2023
Q3 | $441K | Sell |
2,175
-99
| -4% | -$20.1K | 0.04% | 308 |
|
|
2023
Q2 | $480K | Sell |
2,274
-597
| -21% | -$126K | 0.04% | 303 |
|
|
2023
Q1 | $574K | Buy |
2,871
+78
| +3% | +$15.6K | 0.05% | 266 |
|
|
2022
Q4 | $370K | Buy |
2,793
+147
| +6% | +$19.5K | 0.04% | 336 |
|
|
2022
Q3 | $381K | Sell |
2,646
-5,129
| -66% | -$739K | 0.04% | 312 |
|
|
2022
Q2 | $1.28M | Sell |
7,775
-10
| -0.1% | -$1.65K | 0.13% | 155 |
|
|
2022
Q1 | $1.65M | Sell |
7,785
-269
| -3% | -$57.1K | 0.15% | 139 |
|
|
2021
Q4 | $2.05M | Sell |
8,054
-795
| -9% | -$202K | 0.18% | 125 |
|
|
2021
Q3 | $2.4M | Buy |
8,849
+1,874
| +27% | +$508K | 0.23% | 111 |
|
|
2021
Q2 | $1.7M | Buy |
+6,975
| New | +$1.7M | 0.17% | 137 |
|
|
2021
Q1 | – | Sell |
-10,663
| Closed | -$2.37M | – | 90 |
|
|
2020
Q4 | $2.37M | Buy |
+10,663
| New | +$2.37M | 0.27% | 98 |
|
|
2020
Q3 | – | Sell |
-12,885
| Closed | -$2.41M | – | 39 |
|
|
2020
Q2 | $2.41M | Buy |
+12,885
| New | +$2.41M | 0.44% | 64 |
|
|
2020
Q1 | – | Sell |
-14,133
| Closed | -$2.3M | – | 70 |
|
|
2019
Q4 | $2.3M | Sell |
14,133
-326
| -2% | -$53K | 0.41% | 75 |
|
|
2019
Q3 | $2.15M | Sell |
14,459
-513
| -3% | -$76.1K | 0.42% | 77 |
|
|
2019
Q2 | $2.27M | Sell |
14,972
-11
| -0.1% | -$1.67K | 0.44% | 71 |
|
|
2019
Q1 | $2.37M | Sell |
14,983
-50
| -0.3% | -$7.92K | 0.48% | 59 |
|
|
2018
Q4 | $2.06M | Buy |
15,033
+13,445
| +847% | +$1.84M | 0.45% | 65 |
|
|
2018
Q3 | $253K | Buy |
+1,588
| New | +$253K | 0.05% | 267 |
|
|
2015
Q4 | – | Sell |
-445
| Closed | -$30K | – | 381 |
|
|
2015
Q3 | $30K | Buy |
445
+295
| +197% | +$19.9K | 0.01% | 491 |
|
|
2015
Q2 | $10K | Sell |
150
-142
| -49% | -$9.47K | ﹤0.01% | 652 |
|
|
2015
Q1 | $20K | Sell |
292
-482
| -62% | -$33K | ﹤0.01% | 565 |
|
|
2014
Q4 | $46K | Buy |
774
+724
| +1,448% | +$43K | 0.01% | 408 |
|
|
2014
Q3 | $3K | Sell |
50
-140
| -74% | -$8.4K | ﹤0.01% | 840 |
|
|
2014
Q2 | $11K | Buy |
190
+20
| +12% | +$1.16K | ﹤0.01% | 651 |
|
|
2014
Q1 | $10K | Sell |
170
-30
| -15% | -$1.77K | ﹤0.01% | 638 |
|
|
2013
Q4 | $11K | Sell |
200
-1,050
| -84% | -$57.8K | 0.01% | 571 |
|
|
2013
Q3 | $65K | Buy |
1,250
+90
| +8% | +$4.68K | 0.04% | 273 |
|
|
2013
Q2 | $44K | Buy |
+1,160
| New | +$44K | 0.02% | 310 |
|