Sterling Investment Advisors (Pennsylvania)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+739
| New | +$201K | 0.04% | 179 |
|
|
2022
Q3 | – | Sell |
-686
| Closed | -$113K | – | 204 |
|
|
2022
Q2 | $113K | Buy |
686
+50
| +8% | +$8.24K | 0.04% | 169 |
|
|
2022
Q1 | $135K | Sell |
636
-38
| -6% | -$8.07K | 0.04% | 167 |
|
|
2021
Q4 | $171K | Sell |
674
-121
| -15% | -$30.7K | 0.05% | 154 |
|
|
2021
Q3 | $216K | Buy |
795
+125
| +19% | +$34K | 0.06% | 144 |
|
|
2021
Q2 | $164K | Hold |
670
| – | – | 0.05% | 157 |
|
|
2021
Q1 | $142K | Buy |
670
+120
| +22% | +$25.4K | 0.05% | 160 |
|
|
2020
Q4 | $122K | Buy |
550
+150
| +38% | +$33.3K | 0.04% | 163 |
|
|
2020
Q3 | $101K | Sell |
400
-100
| -20% | -$25.3K | 0.04% | 161 |
|
|
2020
Q2 | $93K | Buy |
500
+100
| +25% | +$18.6K | 0.04% | 165 |
|
|
2020
Q1 | $57K | Hold |
400
| – | – | 0.03% | 179 |
|
|
2019
Q4 | $65K | Hold |
400
| – | – | 0.03% | 182 |
|
|
2019
Q3 | $59K | Hold |
400
| – | – | 0.03% | 192 |
|
|
2019
Q2 | $61K | Hold |
400
| – | – | 0.03% | 186 |
|
|
2019
Q1 | $63K | Hold |
400
| – | – | 0.03% | 188 |
|
|
2018
Q4 | $54K | Buy |
+400
| New | +$54K | 0.03% | 187 |
|