Salem Investment Counselors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
4,328
+271
| +7% | +$74K | 0.04% | 188 |
|
|
2025
Q1 | $1.09M | Buy |
4,057
+68
| +2% | +$18.2K | 0.04% | 179 |
|
|
2024
Q4 | $1.33M | Sell |
3,989
-100
| -2% | -$33.5K | 0.04% | 177 |
|
|
2024
Q3 | $1.12M | Hold |
4,089
| – | – | 0.03% | 192 |
|
|
2024
Q2 | $1.05M | Buy |
4,089
+350
| +9% | +$90K | 0.03% | 192 |
|
|
2024
Q1 | $1.13M | Sell |
3,739
-12
| -0.3% | -$3.62K | 0.04% | 186 |
|
|
2023
Q4 | $987K | Buy |
3,751
+145
| +4% | +$38.2K | 0.03% | 189 |
|
|
2023
Q3 | $731K | Buy |
3,606
+2,050
| +132% | +$416K | 0.03% | 203 |
|
|
2023
Q2 | $329K | Sell |
1,556
-67
| -4% | -$14.2K | 0.01% | 278 |
|
|
2023
Q1 | $324K | Sell |
1,623
-14,633
| -90% | -$2.92M | 0.01% | 282 |
|
|
2022
Q4 | $2.16M | Sell |
16,256
-9,497
| -37% | -$1.26M | 0.09% | 126 |
|
|
2022
Q3 | $3.7M | Buy |
25,753
+2,039
| +9% | +$293K | 0.17% | 89 |
|
|
2022
Q2 | $3.91M | Sell |
23,714
-3,994
| -14% | -$659K | 0.18% | 86 |
|
|
2022
Q1 | $5.88M | Buy |
27,708
+4,719
| +21% | +$1M | 0.23% | 68 |
|
|
2021
Q4 | $5.84M | Buy |
22,989
+434
| +2% | +$110K | 0.2% | 75 |
|
|
2021
Q3 | $6.12M | Buy |
22,555
+1,140
| +5% | +$309K | 0.33% | 64 |
|
|
2021
Q2 | $5.23M | Buy |
21,415
+796
| +4% | +$194K | 0.29% | 76 |
|
|
2021
Q1 | $4.37M | Buy |
20,619
+1,055
| +5% | +$224K | 0.27% | 78 |
|
|
2020
Q4 | $4.35M | Sell |
19,564
-777
| -4% | -$173K | 0.29% | 75 |
|
|
2020
Q3 | $5.11M | Hold |
20,341
| – | – | 0.39% | 62 |
|
|
2020
Q2 | $3.81M | Sell |
20,341
-333
| -2% | -$62.4K | 0.32% | 66 |
|
|
2020
Q1 | $2.98M | Sell |
20,674
-1,360
| -6% | -$196K | 0.31% | 71 |
|
|
2019
Q4 | $3.58M | Sell |
22,034
-276
| -1% | -$44.9K | 0.3% | 73 |
|
|
2019
Q3 | $3.31M | Buy |
22,310
+675
| +3% | +$100K | 0.31% | 76 |
|
|
2019
Q2 | $3.28M | Sell |
21,635
-275
| -1% | -$41.7K | 0.3% | 80 |
|
|
2019
Q1 | $3.48M | Buy |
21,910
+950
| +5% | +$151K | 0.36% | 68 |
|
|
2018
Q4 | $2.87M | Sell |
20,960
-950
| -4% | -$130K | 0.36% | 67 |
|
|
2018
Q3 | $3.48M | Sell |
21,910
-459
| -2% | -$73K | 0.36% | 68 |
|
|
2018
Q2 | $3.05M | Sell |
22,369
-150
| -0.7% | -$20.5K | 0.28% | 69 |
|
|
2018
Q1 | $2.59M | Hold |
22,519
| – | – | 0.29% | 74 |
|
|
2017
Q4 | $2.3M | Buy |
+22,519
| New | +$2.3M | 0.25% | 78 |
|
|
2017
Q3 | – | Sell |
-21,985
| Closed | -$1.9M | – | 586 |
|
|
2017
Q2 | $1.9M | Sell |
21,985
-440
| -2% | -$38.1K | 0.22% | 92 |
|
|
2017
Q1 | $1.84M | Buy |
22,425
+562
| +3% | +$46.1K | 0.2% | 111 |
|
|
2016
Q4 | $1.5M | Buy |
21,863
+288
| +1% | +$19.7K | 0.17% | 108 |
|
|
2016
Q3 | $15.4K | Buy |
21,575
+1,150
| +6% | +$820 | 0.2% | 100 |
|
|
2016
Q2 | $1.62M | Buy |
20,425
+2,875
| +16% | +$228K | 0.19% | 107 |
|
|
2016
Q1 | $1.3M | Buy |
+17,550
| New | +$1.3M | 0.16% | 115 |
|