Sigma Planning Corp’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Buy |
24,014
+1,141
| +5% | +$311K | 0.2% | 92 |
|
|
2025
Q1 | $6.14M | Sell |
22,873
-2,747
| -11% | -$737K | 0.2% | 99 |
|
|
2024
Q4 | $8.57M | Buy |
25,620
+617
| +2% | +$206K | 0.27% | 60 |
|
|
2024
Q3 | $6.84M | Sell |
25,003
-989
| -4% | -$271K | 0.21% | 94 |
|
|
2024
Q2 | $6.68M | Sell |
25,992
-2,233
| -8% | -$574K | 0.21% | 92 |
|
|
2024
Q1 | $8.5M | Buy |
28,225
+16,670
| +144% | +$5.02M | 0.27% | 64 |
|
|
2023
Q4 | $3.04M | Sell |
11,555
-17,612
| -60% | -$4.63M | 0.24% | 82 |
|
|
2023
Q3 | $5.91M | Sell |
29,167
-3,560
| -11% | -$722K | 0.22% | 81 |
|
|
2023
Q2 | $6.91M | Sell |
32,727
-1,720
| -5% | -$363K | 0.25% | 73 |
|
|
2023
Q1 | $6.88M | Sell |
34,447
-219
| -0.6% | -$43.8K | 0.23% | 95 |
|
|
2022
Q4 | $4.6M | Sell |
34,666
-4,583
| -12% | -$608K | 0.16% | 132 |
|
|
2022
Q3 | $5.65M | Buy |
39,249
+440
| +1% | +$63.3K | 0.22% | 101 |
|
|
2022
Q2 | $6.41M | Sell |
38,809
-4,160
| -10% | -$687K | 0.22% | 94 |
|
|
2022
Q1 | $9.12M | Buy |
42,969
+963
| +2% | +$204K | 0.27% | 69 |
|
|
2021
Q4 | $10.7M | Buy |
42,006
+1,452
| +4% | +$369K | 0.3% | 65 |
|
|
2021
Q3 | $11M | Buy |
40,554
+5,061
| +14% | +$1.37M | 0.33% | 51 |
|
|
2021
Q2 | $8.67M | Sell |
35,493
-1,068
| -3% | -$261K | 0.26% | 78 |
|
|
2021
Q1 | $7.75M | Sell |
36,561
-15,753
| -30% | -$3.34M | 0.25% | 91 |
|
|
2020
Q4 | $11.6M | Buy |
52,314
+8,157
| +18% | +$1.82M | 0.4% | 47 |
|
|
2020
Q3 | $11.1M | Buy |
44,157
+21,695
| +97% | +$5.45M | 0.44% | 40 |
|
|
2020
Q2 | $4.21M | Buy |
22,462
+1,147
| +5% | +$215K | 0.18% | 117 |
|
|
2020
Q1 | $3.07M | Sell |
21,315
-725
| -3% | -$104K | 0.18% | 121 |
|
|
2019
Q4 | $3.59M | Buy |
22,040
+40
| +0.2% | +$6.51K | 0.15% | 146 |
|
|
2019
Q3 | $3.27M | Sell |
22,000
-1,797
| -8% | -$267K | 0.16% | 154 |
|
|
2019
Q2 | $3.61M | Sell |
23,797
-2,805
| -11% | -$426K | 0.19% | 135 |
|
|
2019
Q1 | $4.21M | Buy |
26,602
+7,444
| +39% | +$1.18M | 0.24% | 101 |
|
|
2018
Q4 | $2.62M | Sell |
19,158
-17,522
| -48% | -$2.4M | 0.19% | 110 |
|
|
2018
Q3 | $5.83M | Buy |
36,680
+6,988
| +24% | +$1.11M | 0.34% | 63 |
|
|
2018
Q2 | $4.05M | Buy |
29,692
+22,953
| +341% | +$3.13M | 0.27% | 80 |
|
|
2018
Q1 | $784K | Buy |
6,739
+1,059
| +19% | +$123K | 0.06% | 320 |
|
|
2017
Q4 | $581K | Buy |
5,680
+1,072
| +23% | +$110K | 0.04% | 395 |
|
|
2017
Q3 | $430K | Buy |
4,608
+250
| +6% | +$23.3K | 0.04% | 475 |
|
|
2017
Q2 | $377K | Sell |
4,358
-710
| -14% | -$61.4K | 0.04% | 488 |
|
|
2017
Q1 | $418K | Buy |
5,068
+137
| +3% | +$11.3K | 0.04% | 452 |
|
|
2016
Q4 | $338K | Buy |
4,931
+398
| +9% | +$27.3K | 0.04% | 491 |
|
|
2016
Q3 | $323K | Buy |
4,533
+455
| +11% | +$32.4K | 0.04% | 486 |
|
|
2016
Q2 | $324K | Buy |
4,078
+110
| +3% | +$8.74K | 0.04% | 453 |
|
|
2016
Q1 | $293K | Sell |
3,968
-3,426
| -46% | -$253K | 0.04% | 458 |
|
|
2015
Q4 | $580K | Buy |
7,394
+4,500
| +155% | +$353K | 0.08% | 281 |
|
|
2015
Q3 | $201K | Buy |
+2,894
| New | +$201K | 0.03% | 565 |
|