Steward Partners Investment Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.1M | Buy |
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|
2025
Q1 | $35M | Buy |
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|
2024
Q4 | $42M | Buy |
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|
2024
Q3 | $33.3M | Buy |
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|
2024
Q2 | $30.7M | Sell |
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|
2024
Q1 | $37.2M | Buy |
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|
2023
Q4 | $28M | Buy |
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|
2023
Q3 | $21.2M | Buy |
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|
2023
Q2 | $21.3M | Buy |
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|
2023
Q1 | $19.4M | Buy |
|
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|
2022
Q4 | $11.8M | Sell |
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|
2022
Q3 | $14.1M | Sell |
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|
2022
Q2 | $16.3M | Sell |
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|
2022
Q1 | $27.2M | Buy |
|
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|
2021
Q4 | $31.9M | Buy |
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|
2021
Q3 | $31.1M | Buy |
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|
2021
Q2 | $24.5M | Sell |
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|
2021
Q1 | $21.6M | Sell |
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|
2020
Q4 | $26.3M | Buy |
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|
2020
Q3 | $28.8M | Sell |
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|
2020
Q2 | $21.7M | Buy |
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|
2020
Q1 | $13.1M | Buy |
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|
2019
Q4 | $11.4M | Buy |
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|
2019
Q3 | $9.6M | Sell |
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|
2019
Q2 | $12.1M | Buy |
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|
2019
Q1 | $11.4M | Buy |
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|
2018
Q4 | $9.23M | Buy |
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|
2018
Q3 | $6.05M | Buy |
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|
2018
Q2 | $3.33M | Buy |
|
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|
2018
Q1 | $2.67M | Buy |
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|
2017
Q4 | $2.21M | Buy |
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|
2017
Q3 | $823K | Buy |
|
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|
2017
Q2 | $572K | Buy |
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|
2017
Q1 | $445K | Buy |
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|
2016
Q4 | $197K | Buy |
|