United Capital 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 | $30M | Sell |
109,848
-1,318
| -1% | -$359K | 0.24% | 88 |
|
|
2025
Q1 | $29.8M | Buy |
111,166
+1,065
| +1% | +$286K | 0.26% | 86 |
|
|
2024
Q4 | $36.8M | Buy |
110,101
+3,351
| +3% | +$1.12M | 0.31% | 72 |
|
|
2024
Q3 | $29.2M | Buy |
106,750
+824
| +0.8% | +$226K | 0.24% | 86 |
|
|
2024
Q2 | $27.2M | Sell |
105,926
-11,599
| -10% | -$2.98M | 0.23% | 86 |
|
|
2024
Q1 | $35.4M | Sell |
117,525
-4,435
| -4% | -$1.34M | 0.29% | 76 |
|
|
2023
Q4 | $32.1M | Buy |
121,960
+11,605
| +11% | +$3.05M | 0.27% | 85 |
|
|
2023
Q3 | $22.4M | Sell |
110,355
-6,638
| -6% | -$1.35M | 0.15% | 140 |
|
|
2023
Q2 | $24.7M | Sell |
116,993
-737
| -0.6% | -$156K | 0.13% | 136 |
|
|
2023
Q1 | $23.5M | Buy |
117,730
+25,482
| +28% | +$5.09M | 0.13% | 150 |
|
|
2022
Q4 | $12.2M | Sell |
92,248
-39,515
| -30% | -$5.24M | 0.07% | 224 |
|
|
2022
Q3 | $19M | Sell |
131,763
-1,369
| -1% | -$197K | 0.11% | 171 |
|
|
2022
Q2 | $22M | Buy |
133,132
+306
| +0.2% | +$50.5K | 0.12% | 164 |
|
|
2022
Q1 | $28.2M | Buy |
132,826
+3,659
| +3% | +$777K | 0.14% | 150 |
|
|
2021
Q4 | $32.8M | Buy |
129,167
+17,003
| +15% | +$4.32M | 0.15% | 141 |
|
|
2021
Q3 | $30.4M | Buy |
112,164
+3,785
| +3% | +$1.03M | 0.15% | 140 |
|
|
2021
Q2 | $26.5M | Buy |
108,379
+1,175
| +1% | +$287K | 0.13% | 162 |
|
|
2021
Q1 | $22.7M | Buy |
107,204
+24,389
| +29% | +$5.17M | 0.13% | 170 |
|
|
2020
Q4 | $18.4M | Buy |
82,815
+26,630
| +47% | +$5.93M | 0.11% | 189 |
|
|
2020
Q3 | $14.1M | Sell |
56,185
-25,696
| -31% | -$6.46M | 0.09% | 207 |
|
|
2020
Q2 | $15.3M | Buy |
81,881
+3,459
| +4% | +$648K | 0.11% | 194 |
|
|
2020
Q1 | $11.3M | Buy |
78,422
+30,038
| +62% | +$4.32M | 0.09% | 214 |
|
|
2019
Q4 | $7.87M | Buy |
48,384
+7,862
| +19% | +$1.28M | 0.05% | 335 |
|
|
2019
Q3 | $6.02M | Sell |
40,522
-4,148
| -9% | -$616K | 0.04% | 367 |
|
|
2019
Q2 | $6.78M | Buy |
44,670
+5,242
| +13% | +$795K | 0.04% | 359 |
|
|
2019
Q1 | $6.24M | Buy |
39,428
+4,821
| +14% | +$763K | 0.04% | 368 |
|
|
2018
Q4 | $4.74M | Buy |
34,607
+5,570
| +19% | +$763K | 0.04% | 392 |
|
|
2018
Q3 | $4.62M | Buy |
29,037
+4,086
| +16% | +$650K | 0.03% | 446 |
|
|
2018
Q2 | $3.4M | Buy |
24,951
+4,039
| +19% | +$551K | 0.03% | 485 |
|
|
2018
Q1 | $2.43M | Buy |
20,912
+3,104
| +17% | +$361K | 0.02% | 539 |
|
|
2017
Q4 | $1.82M | Buy |
17,808
+2,921
| +20% | +$299K | 0.01% | 617 |
|
|
2017
Q3 | $1.39M | Buy |
14,887
+3,724
| +33% | +$348K | 0.01% | 679 |
|
|
2017
Q2 | $967K | Buy |
11,163
+4,329
| +63% | +$375K | 0.01% | 774 |
|
|
2017
Q1 | $564K | Buy |
6,834
+705
| +12% | +$58.2K | 0.01% | 886 |
|
|
2016
Q4 | $420K | Sell |
6,129
-1,139
| -16% | -$78.1K | ﹤0.01% | 973 |
|
|
2016
Q3 | $518K | Sell |
7,268
-14,222
| -66% | -$1.01M | 0.01% | 962 |
|
|
2016
Q2 | $1.7M | Buy |
21,490
+15,605
| +265% | +$1.23M | 0.02% | 594 |
|
|
2016
Q1 | $434K | Sell |
5,885
-2,815
| -32% | -$208K | ﹤0.01% | 915 |
|
|
2015
Q4 | $682K | Buy |
8,700
+3,646
| +72% | +$286K | 0.01% | 799 |
|
|
2015
Q3 | $351K | Buy |
5,054
+1,289
| +34% | +$89.5K | ﹤0.01% | 1011 |
|
|
2015
Q2 | $262K | Sell |
3,765
-302
| -7% | -$21K | ﹤0.01% | 1113 |
|
|
2015
Q1 | $296K | Buy |
4,067
+5
| +0.1% | +$364 | ﹤0.01% | 1075 |
|
|
2014
Q4 | $241K | Buy |
4,062
+294
| +8% | +$17.4K | ﹤0.01% | 1035 |
|
|
2014
Q3 | $217K | Buy |
+3,768
| New | +$217K | ﹤0.01% | 1023 |
|