Valley National Advisers’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Buy |
9,740
+96
| +1% | +$26.2K | 0.43% | 51 |
|
|
2025
Q1 | $2.59M | Buy |
9,644
+313
| +3% | +$84K | 0.47% | 45 |
|
|
2024
Q4 | $3.12M | Buy |
9,331
+127
| +1% | +$42.5K | 0.56% | 36 |
|
|
2024
Q3 | $2.52M | Buy |
9,204
+6,754
| +276% | +$1.85M | 0.45% | 53 |
|
|
2024
Q2 | $629K | Sell |
2,450
-348
| -12% | -$89.3K | 0.09% | 144 |
|
|
2024
Q1 | $842K | Buy |
2,798
+335
| +14% | +$101K | 0.13% | 128 |
|
|
2023
Q4 | $648K | Buy |
2,463
+96
| +4% | +$25.3K | 0.1% | 139 |
|
|
2023
Q3 | $480K | Buy |
2,367
+129
| +6% | +$26.2K | 0.08% | 162 |
|
|
2023
Q2 | $473K | Buy |
2,238
+109
| +5% | +$23K | 0.08% | 176 |
|
|
2023
Q1 | $415K | Buy |
2,129
+132
| +7% | +$25.7K | 0.07% | 186 |
|
|
2022
Q4 | $289K | Sell |
1,997
-14
| -0.7% | -$2.03K | 0.05% | 217 |
|
|
2022
Q3 | $309K | Sell |
2,011
-100
| -5% | -$15.4K | 0.06% | 204 |
|
|
2022
Q2 | $373K | Buy |
2,111
+494
| +31% | +$87.3K | 0.08% | 175 |
|
|
2022
Q1 | $343K | Buy |
1,617
+6
| +0.4% | +$1.27K | 0.07% | 187 |
|
|
2021
Q4 | $409K | Buy |
1,611
+147
| +10% | +$37.3K | 0.08% | 173 |
|
|
2021
Q3 | $397K | Buy |
1,464
+130
| +10% | +$35.3K | 0.07% | 174 |
|
|
2021
Q2 | $326K | Sell |
1,334
-5
| -0.4% | -$1.22K | 0.06% | 185 |
|
|
2021
Q1 | $284K | Sell |
1,339
-6
| -0.4% | -$1.27K | 0.06% | 188 |
|
|
2020
Q4 | $299K | Sell |
1,345
-24
| -2% | -$5.34K | 0.06% | 176 |
|
|
2020
Q3 | $344K | Hold |
1,369
| – | – | 0.08% | 148 |
|
|
2020
Q2 | $256K | Buy |
1,369
+39
| +3% | +$7.29K | 0.06% | 167 |
|
|
2020
Q1 | $191K | Sell |
1,330
-1,781
| -57% | -$256K | 0.05% | 174 |
|
|
2019
Q4 | $506K | Buy |
3,111
+70
| +2% | +$11.4K | 0.13% | 122 |
|
|
2019
Q3 | $451K | Hold |
3,041
| – | – | 0.12% | 122 |
|
|
2019
Q2 | $461K | Buy |
3,041
+539
| +22% | +$81.7K | 0.13% | 121 |
|
|
2019
Q1 | $396K | Sell |
2,502
-539
| -18% | -$85.3K | 0.11% | 130 |
|
|
2018
Q4 | $417K | Hold |
3,041
| – | – | 0.14% | 117 |
|
|
2018
Q3 | $484K | Hold |
3,041
| – | – | 0.17% | 115 |
|
|
2018
Q2 | $415K | Buy |
3,041
+1,146
| +60% | +$156K | 0.16% | 121 |
|
|
2018
Q1 | $220K | Buy |
1,895
+945
| +99% | +$110K | 0.08% | 153 |
|
|
2017
Q4 | $97K | Buy |
950
+749
| +373% | +$76.5K | 0.03% | 206 |
|
|
2017
Q3 | $19K | Hold |
201
| – | – | 0.01% | 340 |
|
|
2017
Q2 | $17K | Hold |
201
| – | – | 0.01% | 340 |
|
|
2017
Q1 | $17K | Hold |
201
| – | – | 0.01% | 340 |
|
|
2016
Q4 | $14K | Buy |
201
+1
| +0.5% | +$70 | 0.01% | 358 |
|
|
2016
Q3 | $14K | Hold |
200
| – | – | 0.01% | 336 |
|
|
2016
Q2 | $16K | Hold |
200
| – | – | 0.01% | 328 |
|
|
2016
Q1 | $15K | Hold |
200
| – | – | 0.01% | 334 |
|
|
2015
Q4 | $16K | Hold |
200
| – | – | 0.01% | 324 |
|
|
2015
Q3 | $14K | Hold |
200
| – | – | 0.01% | 336 |
|
|
2015
Q2 | $14K | Hold |
200
| – | – | 0.01% | 347 |
|
|
2015
Q1 | $13K | Buy |
+200
| New | +$13K | 0.01% | 349 |
|