Sovereign Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
1,104
-147
| -12% | -$40.1K | 0.06% | 245 |
|
|
2025
Q1 | $336K | Buy |
1,251
+58
| +5% | +$15.6K | 0.08% | 214 |
|
|
2024
Q4 | $399K | Sell |
1,193
-36
| -3% | -$12K | 0.09% | 200 |
|
|
2024
Q3 | $336K | Sell |
1,229
-22
| -2% | -$6.02K | 0.08% | 211 |
|
|
2024
Q2 | $322K | Buy |
1,251
+104
| +9% | +$26.7K | 0.08% | 210 |
|
|
2024
Q1 | $345K | Buy |
1,147
+57
| +5% | +$17.2K | 0.09% | 196 |
|
|
2023
Q4 | $287K | Sell |
1,090
-176
| -14% | -$46.3K | 0.09% | 195 |
|
|
2023
Q3 | $257K | Sell |
1,266
-266
| -17% | -$53.9K | 0.09% | 188 |
|
|
2023
Q2 | $324K | Sell |
1,532
-77
| -5% | -$16.3K | 0.11% | 182 |
|
|
2023
Q1 | $321K | Sell |
1,609
-9
| -0.6% | -$1.8K | 0.12% | 170 |
|
|
2022
Q4 | $215K | Buy |
+1,618
| New | +$215K | 0.08% | 205 |
|
|
2022
Q3 | – | Sell |
-1,227
| Closed | -$203K | – | 206 |
|
|
2022
Q2 | $203K | Sell |
1,227
-468
| -28% | -$77.4K | 0.08% | 199 |
|
|
2022
Q1 | $360K | Buy |
1,695
+96
| +6% | +$20.4K | 0.13% | 153 |
|
|
2021
Q4 | $406K | Sell |
1,599
-761
| -32% | -$193K | 0.16% | 127 |
|
|
2021
Q3 | $640K | Buy |
2,360
+996
| +73% | +$270K | 0.37% | 64 |
|
|
2021
Q2 | $289K | Hold |
1,364
| – | – | 0.17% | 115 |
|
|
2021
Q1 | $289K | Buy |
1,364
+216
| +19% | +$45.8K | 0.18% | 114 |
|
|
2020
Q4 | $255K | Buy |
+1,148
| New | +$255K | 0.18% | 111 |
|