United Asset Strategies’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
1,002
-6,186
| -86% | -$1.69M | 0.02% | 222 |
|
|
2025
Q1 | $1.93M | Sell |
7,188
-163
| -2% | -$43.7K | 0.18% | 99 |
|
|
2024
Q4 | $2.46M | Buy |
7,351
+50
| +0.7% | +$16.7K | 0.23% | 86 |
|
|
2024
Q3 | $2M | Buy |
7,301
+28
| +0.4% | +$7.66K | 0.19% | 104 |
|
|
2024
Q2 | $1.87M | Buy |
7,273
+33
| +0.5% | +$8.48K | 0.18% | 103 |
|
|
2024
Q1 | $2.18M | Sell |
7,240
-61
| -0.8% | -$18.4K | 0.22% | 90 |
|
|
2023
Q4 | $1.92M | Sell |
7,301
-693
| -9% | -$182K | 0.22% | 89 |
|
|
2023
Q3 | $1.62M | Buy |
7,994
+6,229
| +353% | +$1.26M | 0.21% | 101 |
|
|
2023
Q2 | $373K | Buy |
+1,765
| New | +$373K | 0.05% | 190 |
|
|
2022
Q2 | – | Sell |
-1,142
| Closed | -$242K | – | 212 |
|
|
2022
Q1 | $242K | Sell |
1,142
-12
| -1% | -$2.54K | 0.03% | 186 |
|
|
2021
Q4 | $293K | Sell |
1,154
-19
| -2% | -$4.82K | 0.03% | 179 |
|
|
2021
Q3 | $318K | Hold |
1,173
| – | – | 0.04% | 172 |
|
|
2021
Q2 | $287K | Sell |
1,173
-15
| -1% | -$3.67K | 0.04% | 180 |
|
|
2021
Q1 | $252K | Buy |
1,188
+35
| +3% | +$7.42K | 0.04% | 182 |
|
|
2020
Q4 | $257K | Hold |
1,153
| – | – | 0.04% | 182 |
|
|
2020
Q3 | $290K | Buy |
1,153
+10
| +0.9% | +$2.52K | 0.05% | 167 |
|
|
2020
Q2 | $214K | Buy |
+1,143
| New | +$214K | 0.04% | 170 |
|