Sheaff Brock Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.67M | Buy |
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|
2024
Q4 | $7.85M | Sell |
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|
2024
Q3 | $7.17M | Buy |
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|
2024
Q2 | $6.57M | Buy |
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|
2024
Q1 | $4.44M | Sell |
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|
2023
Q4 | $8.98M | Buy |
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|
2023
Q3 | $3.08M | Sell |
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|
2023
Q2 | $3.22M | Sell |
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|
2023
Q1 | $3.13M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.9M | Sell |
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|
2021
Q3 | $2.15M | Buy |
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|
2021
Q2 | $1.53M | Sell |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $1.29M | Buy |
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|
2020
Q3 | $1.28M | Buy |
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|
2020
Q2 | $773K | Sell |
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|
2020
Q1 | $648K | Buy |
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|
2019
Q4 | $707K | Buy |
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|
2019
Q3 | $615K | Buy |
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|
2019
Q2 | $564K | Buy |
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|
2019
Q1 | $583K | Buy |
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|
2018
Q4 | $436K | Sell |
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|
2018
Q3 | $598K | Buy |
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|
2018
Q2 | $503K | Buy |
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|
2018
Q1 | $325K | Sell |
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|
2017
Q4 | $289K | Buy |
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|
2017
Q3 | $214K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $221K | Buy |
|