Sowell Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
9,585
+240
| +3% | +$65.4K | 0.11% | 198 |
|
|
2025
Q1 | $2.51M | Buy |
+9,345
| New | +$2.51M | 0.11% | 185 |
|
|
2024
Q4 | – | Sell |
-15,442
| Closed | -$4.23M | – | 520 |
|
|
2024
Q3 | $4.23M | Sell |
15,442
-7,366
| -32% | -$2.02M | 0.2% | 121 |
|
|
2024
Q2 | $5.86M | Buy |
22,808
+1,780
| +8% | +$458K | 0.28% | 81 |
|
|
2024
Q1 | $6.34M | Buy |
21,028
+1,632
| +8% | +$492K | 0.3% | 80 |
|
|
2023
Q4 | $5.1M | Buy |
19,396
+2,537
| +15% | +$668K | 0.28% | 92 |
|
|
2023
Q3 | $3.42M | Sell |
16,859
-136
| -0.8% | -$27.6K | 0.21% | 121 |
|
|
2023
Q2 | $3.59M | Buy |
16,995
+5,189
| +44% | +$1.1M | 0.2% | 119 |
|
|
2023
Q1 | $2.36M | Sell |
11,806
-5,285
| -31% | -$1.06M | 0.18% | 131 |
|
|
2022
Q4 | $2.27M | Buy |
17,091
+3,702
| +28% | +$491K | 0.15% | 166 |
|
|
2022
Q3 | $1.93M | Buy |
13,389
+474
| +4% | +$68.2K | 0.19% | 144 |
|
|
2022
Q2 | $2.13M | Buy |
+12,915
| New | +$2.13M | 0.2% | 101 |
|
|
2022
Q1 | – | Sell |
-13,710
| Closed | -$3.48M | – | 223 |
|
|
2021
Q4 | $3.48M | Buy |
+13,710
| New | +$3.48M | 0.2% | 114 |
|
|
2021
Q2 | – | Sell |
-16,068
| Closed | -$3.5M | – | 969 |
|
|
2021
Q1 | $3.5M | Buy |
16,068
+84
| +0.5% | +$18.3K | 0.12% | 161 |
|
|
2020
Q4 | $3.56M | Sell |
15,984
-5,001
| -24% | -$1.11M | 0.15% | 127 |
|
|
2020
Q3 | $5.27M | Buy |
20,985
+6,261
| +43% | +$1.57M | 0.26% | 87 |
|
|
2020
Q2 | $2.76M | Sell |
14,724
-5,968
| -29% | -$1.12M | 0.15% | 128 |
|
|
2020
Q1 | $2.98M | Buy |
20,692
+2,155
| +12% | +$310K | 0.22% | 108 |
|
|
2019
Q4 | $3.02M | Buy |
18,537
+1,748
| +10% | +$284K | 0.23% | 93 |
|
|
2019
Q3 | $2.49M | Buy |
+16,789
| New | +$2.49M | 0.21% | 103 |
|
|
2019
Q1 | $632K | Buy |
3,992
+453
| +13% | +$71.7K | 0.07% | 272 |
|
|
2018
Q4 | $485K | Sell |
3,539
-77
| -2% | -$10.6K | 0.07% | 277 |
|
|
2018
Q3 | $575K | Buy |
+3,616
| New | +$575K | 0.08% | 183 |
|