Strategic Wealth 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 | $14.7M | Buy |
+54,004
| New | +$14.7M | 1.16% | 17 |
|
|
2024
Q4 | $14.6M | Buy |
44,198
+8,323
| +23% | +$2.75M | 1.21% | 17 |
|
|
2024
Q3 | $9.82M | Buy |
35,875
+2,148
| +6% | +$588K | 0.94% | 27 |
|
|
2024
Q2 | $8.67M | Buy |
33,727
+12,876
| +62% | +$3.31M | 0.91% | 28 |
|
|
2024
Q1 | $6.28M | Buy |
20,851
+15,278
| +274% | +$4.6M | 0.69% | 48 |
|
|
2023
Q4 | $1.47M | Buy |
5,573
+3,521
| +172% | +$927K | 0.18% | 101 |
|
|
2023
Q3 | $416K | Buy |
2,052
+55
| +3% | +$11.2K | 0.05% | 220 |
|
|
2023
Q2 | $422K | Sell |
1,997
-265
| -12% | -$56K | 0.05% | 217 |
|
|
2023
Q1 | $452K | Sell |
2,262
-728
| -24% | -$145K | 0.07% | 184 |
|
|
2022
Q4 | $396K | Buy |
2,990
+238
| +9% | +$31.6K | 0.07% | 189 |
|
|
2022
Q3 | $396K | Buy |
2,752
+256
| +10% | +$36.8K | 0.08% | 193 |
|
|
2022
Q2 | $412K | Sell |
2,496
-272
| -10% | -$44.9K | 0.09% | 172 |
|
|
2022
Q1 | $588K | Buy |
2,768
+127
| +5% | +$27K | 0.11% | 170 |
|
|
2021
Q4 | $671K | Sell |
2,641
-308
| -10% | -$78.3K | 0.13% | 171 |
|
|
2021
Q3 | $800K | Buy |
2,949
+1,354
| +85% | +$367K | 0.23% | 117 |
|
|
2021
Q2 | $390K | Sell |
1,595
-55
| -3% | -$13.4K | 0.13% | 174 |
|
|
2021
Q1 | $350K | Sell |
1,650
-1,779
| -52% | -$377K | 0.14% | 155 |
|
|
2020
Q4 | $763K | Buy |
3,429
+1,163
| +51% | +$259K | 0.32% | 79 |
|
|
2020
Q3 | $570K | Sell |
2,266
-84
| -4% | -$21.1K | 0.29% | 80 |
|
|
2020
Q2 | $440K | Buy |
+2,350
| New | +$440K | 0.23% | 97 |
|
|
2019
Q4 | – | Sell |
-156
| Closed | -$4.92K | – | 203 |
|
|
2019
Q3 | $4.92K | Buy |
156
+38
| +32% | +$1.2K | 0.03% | 179 |
|
|
2019
Q2 | $17K | Buy |
118
+26
| +28% | +$3.75K | 0.01% | 382 |
|
|
2019
Q1 | $15K | Buy |
92
+50
| +119% | +$8.15K | 0.01% | 428 |
|
|
2018
Q4 | $6K | Buy |
+42
| New | +$6K | ﹤0.01% | 540 |
|
|
2018
Q2 | – | Sell |
-81
| Closed | -$9K | – | 769 |
|
|
2018
Q1 | $9K | Hold |
81
| – | – | ﹤0.01% | 568 |
|
|
2017
Q4 | $9K | Buy |
+81
| New | +$9K | 0.01% | 548 |
|