RFG Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Buy |
15,602
+2,400
| +18% | +$654K | 0.1% | 159 |
|
|
2025
Q1 | $3.54M | Buy |
13,202
+1,051
| +9% | +$282K | 0.1% | 151 |
|
|
2024
Q4 | $4.06M | Buy |
12,151
+1,405
| +13% | +$470K | 0.11% | 141 |
|
|
2024
Q3 | $2.94M | Buy |
10,746
+53
| +0.5% | +$14.5K | 0.09% | 176 |
|
|
2024
Q2 | $2.75M | Buy |
10,693
+4,255
| +66% | +$1.09M | 0.09% | 170 |
|
|
2024
Q1 | $1.94M | Buy |
6,438
+1,220
| +23% | +$367K | 0.07% | 226 |
|
|
2023
Q4 | $1.37M | Buy |
5,218
+31
| +0.6% | +$8.16K | 0.05% | 264 |
|
|
2023
Q3 | $1.05M | Buy |
5,187
+224
| +5% | +$45.4K | 0.05% | 271 |
|
|
2023
Q2 | $1.05M | Buy |
4,963
+859
| +21% | +$181K | 0.05% | 287 |
|
|
2023
Q1 | $820K | Sell |
4,104
-472
| -10% | -$94.3K | 0.04% | 319 |
|
|
2022
Q4 | $783K | Buy |
4,576
+1,406
| +44% | +$240K | 0.04% | 313 |
|
|
2022
Q3 | $466K | Buy |
3,170
+45
| +1% | +$6.62K | 0.03% | 394 |
|
|
2022
Q2 | $594K | Buy |
3,125
+2,015
| +182% | +$383K | 0.03% | 320 |
|
|
2022
Q1 | $236K | Sell |
1,110
-239
| -18% | -$50.8K | 0.02% | 457 |
|
|
2021
Q4 | $343K | Buy |
1,349
+257
| +24% | +$65.3K | 0.02% | 370 |
|
|
2021
Q3 | $296K | Buy |
1,092
+91
| +9% | +$24.7K | 0.02% | 352 |
|
|
2021
Q2 | $245K | Sell |
1,001
-107
| -10% | -$26.2K | 0.02% | 389 |
|
|
2021
Q1 | $235K | Buy |
1,108
+48
| +5% | +$10.2K | 0.03% | 386 |
|
|
2020
Q4 | $235K | Sell |
1,060
-27
| -2% | -$5.99K | 0.03% | 389 |
|
|
2020
Q3 | $273K | Buy |
+1,087
| New | +$273K | 0.04% | 333 |
|
|
2020
Q1 | – | Sell |
-1,758
| Closed | -$286K | – | 360 |
|
|
2019
Q4 | $286K | Buy |
+1,758
| New | +$286K | 0.05% | 293 |
|