Stamos Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Buy |
14,198
+6,784
| +92% | +$1.85M | 0.69% | 47 |
|
|
2025
Q1 | $1.99M | Buy |
7,414
+2,924
| +65% | +$785K | 0.52% | 66 |
|
|
2024
Q4 | $1.5M | Sell |
4,490
-5,870
| -57% | -$1.96M | 0.35% | 82 |
|
|
2024
Q3 | $2.84M | Buy |
10,360
+1,050
| +11% | +$287K | 0.67% | 38 |
|
|
2024
Q2 | $2.39M | Buy |
9,310
+4,450
| +92% | +$1.14M | 0.51% | 59 |
|
|
2024
Q1 | $1.46M | Sell |
4,860
-1,000
| -17% | -$301K | 0.33% | 70 |
|
|
2023
Q4 | $1.54M | Sell |
5,860
-4,060
| -41% | -$1.07M | 0.42% | 57 |
|
|
2023
Q3 | $2.01M | Buy |
9,920
+610
| +7% | +$124K | 0.45% | 63 |
|
|
2023
Q2 | $1.97M | Sell |
9,310
-5,820
| -38% | -$1.23M | 0.46% | 67 |
|
|
2023
Q1 | $3.02M | Hold |
15,130
| – | – | 0.78% | 46 |
|
|
2022
Q4 | $2.01M | Sell |
15,130
-10,730
| -41% | -$1.42M | 0.63% | 56 |
|
|
2022
Q3 | $3.72M | Buy |
25,860
+19,440
| +303% | +$2.8M | 0.95% | 33 |
|
|
2022
Q2 | $1.06M | Buy |
6,420
+2,410
| +60% | +$398K | 0.32% | 64 |
|
|
2022
Q1 | $851K | Buy |
+4,010
| New | +$851K | 0.28% | 70 |
|
|
2020
Q4 | – | Sell |
-2,700
| Closed | -$679K | – | 58 |
|
|
2020
Q3 | $679K | Hold |
2,700
| – | – | 0.25% | 48 |
|
|
2020
Q2 | $506K | Sell |
2,700
-7,415
| -73% | -$1.39M | 0.29% | 41 |
|
|
2020
Q1 | $1.46M | Buy |
10,115
+8,575
| +557% | +$1.23M | 0.77% | 45 |
|
|
2019
Q4 | $250K | Buy |
+1,540
| New | +$250K | 0.2% | 51 |
|
|
2019
Q2 | – | Sell |
-6,348
| Closed | -$1.04M | – | 63 |
|
|
2019
Q1 | $1.04M | Sell |
6,348
-4,652
| -42% | -$765K | 1.34% | 25 |
|
|
2018
Q4 | $1.51M | Buy |
+11,000
| New | +$1.51M | 1.14% | 31 |
|