Stratos 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 | $8.83M | Buy |
32,371
+84
| +0.3% | +$22.9K | 0.12% | 180 |
|
|
2025
Q1 | $8.66M | Sell |
32,287
-4,933
| -13% | -$1.32M | 0.13% | 160 |
|
|
2024
Q4 | $12.4M | Buy |
37,220
+957
| +3% | +$320K | 0.18% | 114 |
|
|
2024
Q3 | $9.93M | Sell |
36,263
-3,356
| -8% | -$919K | 0.14% | 149 |
|
|
2024
Q2 | $10.2M | Sell |
39,619
-2,232
| -5% | -$574K | 0.16% | 132 |
|
|
2024
Q1 | $12.6M | Buy |
41,851
+1,692
| +4% | +$510K | 0.21% | 108 |
|
|
2023
Q4 | $10.6M | Buy |
40,159
+4,199
| +12% | +$1.1M | 0.2% | 111 |
|
|
2023
Q3 | $7.29M | Buy |
35,960
+4,313
| +14% | +$875K | 0.16% | 147 |
|
|
2023
Q2 | $6.69M | Buy |
31,647
+4,361
| +16% | +$921K | 0.15% | 153 |
|
|
2023
Q1 | $5.45M | Sell |
27,286
-1,410
| -5% | -$282K | 0.15% | 151 |
|
|
2022
Q4 | $3.8M | Sell |
28,696
-684
| -2% | -$90.7K | 0.1% | 210 |
|
|
2022
Q3 | $4.23M | Sell |
29,380
-1,182
| -4% | -$170K | 0.12% | 175 |
|
|
2022
Q2 | $5.04M | Sell |
30,562
-844
| -3% | -$139K | 0.13% | 165 |
|
|
2022
Q1 | $6.67M | Sell |
31,406
-743
| -2% | -$158K | 0.15% | 141 |
|
|
2021
Q4 | $8.17M | Buy |
32,149
+833
| +3% | +$212K | 0.18% | 116 |
|
|
2021
Q3 | $8.49M | Buy |
31,316
+79
| +0.3% | +$21.4K | 0.22% | 99 |
|
|
2021
Q2 | $7.63M | Sell |
31,237
-3,242
| -9% | -$792K | 0.19% | 116 |
|
|
2021
Q1 | $7.31M | Sell |
34,479
-5,128
| -13% | -$1.09M | 0.2% | 111 |
|
|
2020
Q4 | $8.81M | Buy |
39,607
+2,109
| +6% | +$469K | 0.26% | 84 |
|
|
2020
Q3 | $9.42M | Buy |
37,498
+787
| +2% | +$198K | 0.31% | 73 |
|
|
2020
Q2 | $6.88M | Buy |
36,711
+2,571
| +8% | +$482K | 0.25% | 94 |
|
|
2020
Q1 | $4.92M | Buy |
34,140
+15,367
| +82% | +$2.21M | 0.23% | 102 |
|
|
2019
Q4 | $3.05M | Buy |
18,773
+551
| +3% | +$89.6K | 0.12% | 182 |
|
|
2019
Q3 | $2.71M | Buy |
18,222
+2,394
| +15% | +$355K | 0.12% | 190 |
|
|
2019
Q2 | $2.4M | Buy |
15,828
+3,257
| +26% | +$494K | 0.1% | 201 |
|
|
2019
Q1 | $1.99M | Buy |
12,571
+7,173
| +133% | +$1.14M | 0.09% | 229 |
|
|
2018
Q4 | $739K | Sell |
5,398
-854
| -14% | -$117K | 0.04% | 403 |
|
|
2018
Q3 | $994K | Buy |
6,252
+1,320
| +27% | +$210K | 0.04% | 338 |
|
|
2018
Q2 | $673K | Buy |
4,932
+489
| +11% | +$66.7K | 0.03% | 469 |
|
|
2018
Q1 | $517K | Sell |
4,443
-39
| -0.9% | -$4.54K | 0.02% | 536 |
|
|
2017
Q4 | $458K | Sell |
4,482
-180
| -4% | -$18.4K | 0.02% | 542 |
|
|
2017
Q3 | $436K | Buy |
4,662
+166
| +4% | +$15.5K | 0.02% | 546 |
|
|
2017
Q2 | $389K | Buy |
4,496
+617
| +16% | +$53.4K | 0.02% | 538 |
|
|
2017
Q1 | $320K | Buy |
3,879
+184
| +5% | +$15.2K | 0.02% | 555 |
|
|
2016
Q4 | $253K | Buy |
3,695
+535
| +17% | +$36.6K | 0.02% | 567 |
|
|
2016
Q3 | $225K | Sell |
3,160
-1,256
| -28% | -$89.4K | 0.02% | 589 |
|
|
2016
Q2 | $351K | Sell |
4,416
-164
| -4% | -$13K | 0.03% | 410 |
|
|
2016
Q1 | $338K | Sell |
4,580
-3,619
| -44% | -$267K | 0.03% | 382 |
|
|
2015
Q4 | $643K | Buy |
+8,199
| New | +$643K | 0.05% | 251 |
|