Achmea Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $40.4M | Buy |
148,254
+12,544
| +9% | +$3.42M | 0.52% | 41 |
|
2025
Q1 | $36.4M | Buy |
135,710
+31,600
| +30% | +$8.48M | 0.53% | 48 |
|
2024
Q4 | $34.8M | Buy |
104,110
+4,278
| +4% | +$1.43M | 0.57% | 37 |
|
2024
Q3 | $27.3M | Buy |
99,832
+12,712
| +15% | +$3.48M | 0.45% | 49 |
|
2024
Q2 | $22.4M | Buy |
87,120
+1,863
| +2% | +$479K | 0.4% | 58 |
|
2024
Q1 | $25.7M | Sell |
85,257
-1,957
| -2% | -$589K | 0.49% | 42 |
|
2023
Q4 | $22.9M | Sell |
87,214
-2,203
| -2% | -$580K | 0.47% | 44 |
|
2023
Q3 | $18.1M | Buy |
89,417
+12,995
| +17% | +$2.64M | 0.4% | 63 |
|
2023
Q2 | $16.1M | Buy |
76,422
+26,208
| +52% | +$5.54M | 0.34% | 69 |
|
2023
Q1 | $10M | Buy |
50,214
+5,021
| +11% | +$1M | 0.29% | 90 |
|
2022
Q4 | $5.62M | Buy |
45,193
+1,756
| +4% | +$218K | 0.19% | 146 |
|
2022
Q3 | $6.25M | Sell |
43,437
-6,444
| -13% | -$927K | 0.22% | 111 |
|
2022
Q2 | $8.23M | Sell |
49,881
-961
| -2% | -$159K | 0.27% | 94 |
|
2022
Q1 | $10.8M | Buy |
+50,842
| New | +$10.8M | 0.28% | 79 |
|
2021
Q4 | – | Sell |
-47,309
| Closed | -$12.8M | – | 360 |
|
2021
Q3 | $12.8M | Sell |
47,309
-729
| -2% | -$198K | 0.39% | 52 |
|
2021
Q2 | $11.7M | Sell |
48,038
-1,086
| -2% | -$265K | 0.4% | 49 |
|
2021
Q1 | $10.4M | Sell |
49,124
-4,720
| -9% | -$1M | 0.36% | 61 |
|
2020
Q4 | $12M | Buy |
53,844
+7,799
| +17% | +$1.74M | 0.43% | 47 |
|
2020
Q3 | $11.6M | Sell |
46,045
-36,990
| -45% | -$9.3M | 0.48% | 41 |
|
2020
Q2 | $15.6M | Buy |
83,035
+45,331
| +120% | +$8.49M | 0.53% | 47 |
|
2020
Q1 | $5.43M | Buy |
37,704
+24,938
| +195% | +$3.59M | 0.25% | 94 |
|
2019
Q4 | $2.08M | Hold |
12,766
| – | – | 0.08% | 250 |
|
2019
Q3 | $1.9M | Sell |
12,766
-23,788
| -65% | -$3.53M | 0.07% | 255 |
|
2019
Q2 | $5.55M | Sell |
36,554
-3,557
| -9% | -$540K | 0.21% | 121 |
|
2019
Q1 | $6.35M | Buy |
40,111
+34,934
| +675% | +$5.53M | 0.26% | 91 |
|
2018
Q4 | $709K | Hold |
5,177
| – | – | 0.03% | 356 |
|
2018
Q3 | $822K | Buy |
+5,177
| New | +$822K | 0.03% | 384 |
|