Stonebridge Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Buy |
54,596
+321
| +0.6% | +$87.5K | 1.13% | 28 |
|
|
2025
Q1 | $14.6M | Buy |
54,275
+1,845
| +4% | +$495K | 1.19% | 29 |
|
|
2024
Q4 | $17.5M | Sell |
52,430
-263
| -0.5% | -$87.9K | 1.41% | 21 |
|
|
2024
Q3 | $14.4M | Buy |
52,693
+4,805
| +10% | +$1.32M | 1.18% | 27 |
|
|
2024
Q2 | $12.3M | Buy |
47,888
+5,288
| +12% | +$1.36M | 1.08% | 30 |
|
|
2024
Q1 | $12.8M | Buy |
42,600
+2,098
| +5% | +$632K | 1.15% | 30 |
|
|
2023
Q4 | $10.7M | Buy |
40,502
+485
| +1% | +$128K | 1.07% | 33 |
|
|
2023
Q3 | $8.11M | Buy |
40,017
+278
| +0.7% | +$56.4K | 0.89% | 38 |
|
|
2023
Q2 | $8.4M | Buy |
39,739
+949
| +2% | +$200K | 0.89% | 40 |
|
|
2023
Q1 | $7.75M | Buy |
38,790
+1,313
| +4% | +$262K | 0.88% | 45 |
|
|
2022
Q4 | $4.97M | Buy |
37,477
+2,712
| +8% | +$360K | 0.59% | 56 |
|
|
2022
Q3 | $5M | Buy |
34,765
+4,686
| +16% | +$674K | 0.64% | 54 |
|
|
2022
Q2 | $4.96M | Buy |
30,079
+26,017
| +640% | +$4.29M | 0.6% | 55 |
|
|
2022
Q1 | $862K | Buy |
4,062
+1,229
| +43% | +$261K | 0.09% | 121 |
|
|
2021
Q4 | $720K | Buy |
2,833
+385
| +16% | +$97.8K | 0.08% | 126 |
|
|
2021
Q3 | $664K | Buy |
2,448
+1,803
| +280% | +$489K | 0.08% | 125 |
|
|
2021
Q2 | $146K | Buy |
645
+283
| +78% | +$64.1K | 0.01% | 299 |
|
|
2021
Q1 | $77K | Buy |
+362
| New | +$77K | 0.01% | 290 |
|
|
2020
Q3 | – | Sell |
-201
| Closed | -$38K | – | 295 |
|
|
2020
Q2 | $38K | Hold |
201
| – | – | 0.01% | 313 |
|
|
2020
Q1 | $29K | Hold |
201
| – | – | 0.01% | 322 |
|
|
2019
Q4 | $33K | Buy |
201
+73
| +57% | +$12K | 0.01% | 379 |
|
|
2019
Q3 | $19K | Sell |
128
-30
| -19% | -$4.45K | ﹤0.01% | 452 |
|
|
2019
Q2 | $24K | Buy |
+158
| New | +$24K | ﹤0.01% | 423 |
|