Transamerica Financial 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 | $17.2K | Sell |
63
-12,861
| -100% | -$3.5M | ﹤0.01% | 339 |
|
|
2025
Q1 | $3.47M | Sell |
12,924
-134
| -1% | -$36K | 0.35% | 72 |
|
|
2024
Q4 | $4.37M | Sell |
13,058
-356
| -3% | -$119K | 0.43% | 58 |
|
|
2024
Q3 | $3.67M | Buy |
+13,414
| New | +$3.67M | 0.36% | 78 |
|
|
2024
Q1 | – | Sell |
-7
| Closed | -$2K | – | 614 |
|
|
2023
Q4 | $2K | Buy |
7
+6
| +600% | +$1.71K | ﹤0.01% | 355 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 441 |
|
|
2023
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 412 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$2K | – | 625 |
|
|
2022
Q4 | $2K | Sell |
10
-3
| -23% | -$600 | ﹤0.01% | 378 |
|
|
2022
Q3 | $2K | Buy |
13
+6
| +86% | +$923 | ﹤0.01% | 375 |
|
|
2022
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 435 |
|
|
2020
Q3 | – | Sell |
-2
| Closed | -$1K | – | 225 |
|
|
2020
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 344 |
|
|
2019
Q3 | – | Sell |
-9
| Closed | -$2K | – | 163 |
|
|
2019
Q2 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 373 |
|
|
2019
Q1 | – | Sell |
-24
| Closed | -$4K | – | 153 |
|
|
2018
Q4 | $4K | Sell |
24
-1,118
| -98% | -$186K | ﹤0.01% | 325 |
|
|
2018
Q3 | $182K | Sell |
1,142
-68
| -6% | -$10.8K | 0.04% | 180 |
|
|
2018
Q2 | $165K | Sell |
1,210
-23,148
| -95% | -$3.16M | 0.04% | 187 |
|
|
2018
Q1 | $2.83M | Sell |
24,358
-2,166
| -8% | -$252K | 0.42% | 81 |
|
|
2017
Q4 | $2.71M | Sell |
26,524
-2,030
| -7% | -$208K | 0.36% | 87 |
|
|
2017
Q3 | $2.67M | Sell |
28,554
-933
| -3% | -$87.2K | 0.33% | 93 |
|
|
2017
Q2 | $2.55M | Buy |
29,487
+2,994
| +11% | +$259K | 0.35% | 90 |
|
|
2017
Q1 | $2.19M | Buy |
26,493
+63
| +0.2% | +$5.2K | 0.26% | 105 |
|
|
2016
Q4 | $1.81M | Buy |
26,430
+433
| +2% | +$29.7K | 0.22% | 122 |
|
|
2016
Q3 | $1.86M | Buy |
25,997
+2,114
| +9% | +$151K | 0.2% | 121 |
|
|
2016
Q2 | $1.9M | Buy |
23,883
+23,570
| +7,530% | +$1.87M | 0.19% | 120 |
|
|
2016
Q1 | $24K | Sell |
313
-3,276
| -91% | -$251K | ﹤0.01% | 461 |
|
|
2015
Q4 | $282K | Buy |
3,589
+3,489
| +3,489% | +$274K | 0.02% | 281 |
|
|
2015
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 616 |
|
|
2015
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 662 |
|
|
2015
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 661 |
|
|
2014
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 538 |
|
|
2014
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 507 |
|