Stratos Wealth Partners’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 | $8.83M | Buy |
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|
2025
Q1 | $8.66M | Sell |
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|
2024
Q4 | $12.4M | Buy |
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|
2024
Q3 | $9.93M | Sell |
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|
2024
Q2 | $10.2M | Sell |
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|
2024
Q1 | $12.6M | Buy |
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|
2023
Q4 | $10.6M | Buy |
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|
2023
Q3 | $7.29M | Buy |
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|
2023
Q2 | $6.69M | Buy |
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|
2023
Q1 | $5.45M | Sell |
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|
2022
Q4 | $3.8M | Sell |
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|
2022
Q3 | $4.23M | Sell |
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|
2022
Q2 | $5.04M | Sell |
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|
2022
Q1 | $6.67M | Sell |
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|
2021
Q4 | $8.17M | Buy |
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|
2021
Q3 | $8.49M | Buy |
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|
2021
Q2 | $7.63M | Sell |
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|
2021
Q1 | $7.3M | Sell |
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|
2020
Q4 | $8.81M | Buy |
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|
2020
Q3 | $9.42M | Buy |
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|
2020
Q2 | $6.88M | Buy |
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|
2020
Q1 | $4.92M | Buy |
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|
2019
Q4 | $3.05M | Buy |
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|
2019
Q3 | $2.71M | Buy |
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|
2019
Q2 | $2.4M | Buy |
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|
2019
Q1 | $1.99M | Buy |
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|
2018
Q4 | $739K | Sell |
|
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|
2018
Q3 | $994K | Buy |
|
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|
2018
Q2 | $673K | Buy |
|
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|
2018
Q1 | $517K | Sell |
|
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|
2017
Q4 | $458K | Sell |
|
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|
2017
Q3 | $436K | Buy |
|
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|
2017
Q2 | $389K | Buy |
|
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|
2017
Q1 | $320K | Buy |
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|
2016
Q4 | $253K | Buy |
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|
2016
Q3 | $225K | Sell |
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|
2016
Q2 | $351K | Sell |
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|
2016
Q1 | $338K | Sell |
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|
2015
Q4 | $643K | Buy |
|