Toth Financial 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 | $8.45K | Sell |
31
-1,300
| -98% | -$355K | ﹤0.01% | 504 |
|
|
2025
Q1 | $357K | Buy |
+1,331
| New | +$357K | 0.04% | 178 |
|
|
2024
Q4 | – | Sell |
-20
| Closed | -$5.48K | – | 703 |
|
|
2024
Q3 | $5.48K | Buy |
20
+14
| +233% | +$3.83K | ﹤0.01% | 507 |
|
|
2024
Q2 | $1.54K | Buy |
+6
| New | +$1.54K | ﹤0.01% | 640 |
|
|
2024
Q1 | – | Sell |
-23
| Closed | -$6.05K | – | 722 |
|
|
2023
Q4 | $6.05K | Hold |
23
| – | – | ﹤0.01% | 507 |
|
|
2023
Q3 | $4.66K | Sell |
23
-24
| -51% | -$4.87K | ﹤0.01% | 539 |
|
|
2023
Q2 | $9.93K | Sell |
47
-1,295
| -96% | -$274K | ﹤0.01% | 466 |
|
|
2023
Q1 | $268K | Buy |
+1,342
| New | +$268K | 0.04% | 174 |
|
|
2022
Q4 | – | Sell |
-60
| Closed | -$9K | – | 729 |
|
|
2022
Q3 | $9K | Sell |
60
-1,337
| -96% | -$201K | ﹤0.01% | 467 |
|
|
2022
Q2 | $231K | Buy |
1,397
+1,337
| +2,228% | +$221K | 0.04% | 170 |
|
|
2022
Q1 | $13K | Hold |
60
| – | – | ﹤0.01% | 434 |
|
|
2021
Q4 | $15K | Hold |
60
| – | – | ﹤0.01% | 427 |
|
|
2021
Q3 | $16K | Hold |
60
| – | – | ﹤0.01% | 423 |
|
|
2021
Q2 | $15K | Sell |
60
-20
| -25% | -$5K | ﹤0.01% | 406 |
|
|
2021
Q1 | $17K | Hold |
80
| – | – | ﹤0.01% | 397 |
|
|
2020
Q4 | $18K | Sell |
80
-50
| -38% | -$11.3K | ﹤0.01% | 351 |
|
|
2020
Q3 | $33K | Buy |
130
+20
| +18% | +$5.08K | 0.01% | 265 |
|
|
2020
Q2 | $21K | Sell |
110
-310
| -74% | -$59.2K | ﹤0.01% | 277 |
|
|
2020
Q1 | $60K | Buy |
420
+360
| +600% | +$51.4K | 0.02% | 169 |
|
|
2019
Q4 | $10K | Sell |
60
-160
| -73% | -$26.7K | ﹤0.01% | 295 |
|
|
2019
Q3 | $33K | Sell |
220
-1,900
| -90% | -$285K | 0.01% | 240 |
|
|
2019
Q2 | $322K | Buy |
2,120
+1,960
| +1,225% | +$298K | 0.07% | 135 |
|
|
2019
Q1 | $25K | Hold |
160
| – | – | 0.01% | 249 |
|
|
2018
Q4 | $22K | Hold |
160
| – | – | 0.01% | 228 |
|
|
2018
Q3 | $25K | Hold |
160
| – | – | 0.01% | 244 |
|
|
2018
Q2 | $22K | Hold |
160
| – | – | 0.01% | 258 |
|
|
2018
Q1 | $19K | Buy |
+160
| New | +$19K | ﹤0.01% | 270 |
|