Steward Partners Investment Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.1M | Buy |
132,350
+1,828
| +1% | +$498K | 0.28% | 66 |
|
|
2025
Q1 | $35M | Buy |
130,522
+4,952
| +4% | +$1.33M | 0.31% | 63 |
|
|
2024
Q4 | $42M | Buy |
125,570
+4,023
| +3% | +$1.35M | 0.37% | 50 |
|
|
2024
Q3 | $33.3M | Buy |
121,547
+2,319
| +2% | +$635K | 0.31% | 65 |
|
|
2024
Q2 | $30.7M | Sell |
119,228
-4,346
| -4% | -$1.12M | 0.32% | 58 |
|
|
2024
Q1 | $37.2M | Buy |
123,574
+17,349
| +16% | +$5.23M | 0.41% | 53 |
|
|
2023
Q4 | $28M | Buy |
106,225
+1,639
| +2% | +$431K | 0.38% | 56 |
|
|
2023
Q3 | $21.2M | Buy |
104,586
+3,654
| +4% | +$741K | 0.33% | 65 |
|
|
2023
Q2 | $21.3M | Buy |
100,932
+3,973
| +4% | +$839K | 0.32% | 65 |
|
|
2023
Q1 | $19.4M | Buy |
96,959
+8,263
| +9% | +$1.65M | 0.31% | 73 |
|
|
2022
Q4 | $11.8M | Sell |
88,696
-9,618
| -10% | -$1.28M | 0.2% | 127 |
|
|
2022
Q3 | $14.1M | Sell |
98,314
-567
| -0.6% | -$81.6K | 0.26% | 86 |
|
|
2022
Q2 | $16.3M | Sell |
98,881
-29,026
| -23% | -$4.79M | 0.3% | 77 |
|
|
2022
Q1 | $27.2M | Buy |
127,907
+2,520
| +2% | +$535K | 0.42% | 45 |
|
|
2021
Q4 | $31.9M | Buy |
125,387
+10,647
| +9% | +$2.71M | 0.48% | 36 |
|
|
2021
Q3 | $31.1M | Buy |
114,740
+14,459
| +14% | +$3.92M | 0.53% | 32 |
|
|
2021
Q2 | $24.5M | Sell |
100,281
-1,719
| -2% | -$420K | 0.41% | 40 |
|
|
2021
Q1 | $21.6M | Sell |
102,000
-16,095
| -14% | -$3.41M | 0.38% | 57 |
|
|
2020
Q4 | $26.3M | Buy |
118,095
+3,568
| +3% | +$794K | 0.57% | 32 |
|
|
2020
Q3 | $28.8M | Sell |
114,527
-1,459
| -1% | -$367K | 0.73% | 20 |
|
|
2020
Q2 | $21.7M | Buy |
115,986
+24,773
| +27% | +$4.64M | 0.62% | 28 |
|
|
2020
Q1 | $13.1M | Buy |
91,213
+21,106
| +30% | +$3.04M | 0.48% | 45 |
|
|
2019
Q4 | $11.4M | Buy |
70,107
+5,410
| +8% | +$880K | 0.34% | 68 |
|
|
2019
Q3 | $9.6M | Sell |
64,697
-14,813
| -19% | -$2.2M | 0.32% | 72 |
|
|
2019
Q2 | $12.1M | Buy |
79,510
+7,600
| +11% | +$1.15M | 0.44% | 53 |
|
|
2019
Q1 | $11.4M | Buy |
71,910
+4,505
| +7% | +$713K | 0.48% | 49 |
|
|
2018
Q4 | $9.23M | Buy |
67,405
+29,384
| +77% | +$4.02M | 0.45% | 54 |
|
|
2018
Q3 | $6.05M | Buy |
38,021
+13,587
| +56% | +$2.16M | 0.29% | 85 |
|
|
2018
Q2 | $3.33M | Buy |
24,434
+1,478
| +6% | +$202K | 0.2% | 118 |
|
|
2018
Q1 | $2.67M | Buy |
22,956
+1,322
| +6% | +$154K | 0.18% | 127 |
|
|
2017
Q4 | $2.21M | Buy |
21,634
+12,821
| +145% | +$1.31M | 0.17% | 139 |
|
|
2017
Q3 | $823K | Buy |
8,813
+2,201
| +33% | +$206K | 0.08% | 212 |
|
|
2017
Q2 | $572K | Buy |
6,612
+1,211
| +22% | +$105K | 0.06% | 250 |
|
|
2017
Q1 | $445K | Buy |
5,401
+2,513
| +87% | +$207K | 0.07% | 206 |
|
|
2016
Q4 | $197K | Buy |
+2,888
| New | +$197K | 0.09% | 185 |
|