Valeo Financial Advisors’s Salesforce CRM Stock Holding History

Valeo Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.35M	Sell	34,295 -46,608	-58%	-$12.7M	0.23%	52
2025 Q1	$9.29M	Buy	80,903 +903	+1%	+$104K	0.26%	47
2024 Q4	$11.3M	Buy	80,000 +744	+0.9%	+$105K	0.31%	42
2024 Q3	$9.02M	Buy	79,256 +1,695	+2%	+$193K	0.26%	49
2024 Q2	$8.04M	Buy	77,561 +5,467	+8%	+$567K	0.25%	48
2024 Q1	$7.13M	Buy	72,094 +385	+0.5%	+$38.1K	0.26%	50
2023 Q4	$6.69M	Buy	71,709 +255	+0.4%	+$23.8K	0.27%	52
2023 Q3	$5.12M	Sell	71,454 -585	-0.8%	-$41.9K	0.23%	59
2023 Q2	$5.45M	Sell	72,039 -2,183	-3%	-$165K	0.25%	55
2023 Q1	$5.59M	Sell	74,222 -4,914	-6%	-$370K	0.27%	58
2022 Q4	$4.38M	Sell	79,136 -4,203	-5%	-$233K	0.24%	63
2022 Q3	$5.35M	Buy	83,339 +1,979	+2%	+$127K	0.34%	41
2022 Q2	$5.81M	Buy	81,360 +6,670	+9%	+$476K	0.36%	42
2022 Q1	$6.04M	Buy	74,690 +3,368	+5%	+$272K	0.31%	50
2021 Q4	$6.37M	Sell	71,322 -243	-0.3%	-$21.7K	0.34%	39
2021 Q3	$6.86M	Buy	71,565 +2,020	+3%	+$194K	0.39%	37
2021 Q2	$5.69M	Buy	69,545 +268	+0.4%	+$21.9K	0.35%	41
2021 Q1	$4.88M	Sell	69,277 -18,983	-22%	-$1.34M	0.23%	54
2020 Q4	$4.42M	Buy	88,260 +70,026	+384%	+$3.51M	0.23%	54
2020 Q3	$4.58M	Sell	18,234 -2,894	-14%	-$727K	0.4%	38
2020 Q2	$3.96M	Buy	21,128 +2,726	+15%	+$511K	0.36%	40
2020 Q1	$2.84M	Buy	18,402 +3,025	+20%	+$467K	0.3%	49
2019 Q4	$2.5M	Buy	15,377 +2,767	+22%	+$450K	0.24%	64
2019 Q3	$1.87M	Sell	12,610 -1,578	-11%	-$234K	0.21%	73
2019 Q2	$2.15M	Buy	14,188 +2,063	+17%	+$313K	0.25%	66
2019 Q1	$1.92M	Buy	12,125 +340	+3%	+$53.8K	0.23%	72
2018 Q4	$1.61M	Buy	11,785 +935	+9%	+$128K	0.23%	71
2018 Q3	$1.49M	Buy	10,850 +661	+6%	+$90.6K	0.2%	83
2018 Q2	$1.47M	Buy	10,189 +8,235	+421%	+$1.19M	0.21%	83
2018 Q1	$227K	Buy	1,954 +1,038	+113%	+$121K	0.04%	241
2017 Q4	$94K	Buy	916 +384	+72%	+$39.4K	0.02%	349
2017 Q3	$50K	Buy	+532	New	+$50K	0.01%	404