Adams Diversified Equity Fund’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.3M | Hold |
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|
2025
Q4 | $17.4M | Buy |
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|
2025
Q3 | $13M | Sell |
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|
2025
Q2 | $25.6M | Hold |
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|
2025
Q1 | $25.2M | Buy |
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|
2024
Q4 | $19.2M | Hold |
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|
2024
Q3 | $15.7M | Sell |
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|
2024
Q2 | $16.1M | Sell |
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|
2024
Q1 | $40.9M | Hold |
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|
2023
Q4 | $35.7M | Hold |
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|
2023
Q3 | $27.5M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.56M | Sell |
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|
2020
Q3 | $10.3M | Hold |
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|
2020
Q2 | $7.68M | Sell |
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|
2020
Q1 | $19.4M | Buy |
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|
2019
Q4 | $10.3M | Sell |
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|
2019
Q3 | $20.8M | Hold |
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|
2019
Q2 | $21.2M | Hold |
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|
2019
Q1 | $22.1M | Hold |
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|
2018
Q4 | $19.1M | Sell |
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|
2018
Q3 | $28.8M | Hold |
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|
2018
Q2 | $24.7M | Hold |
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|
2018
Q1 | $21.1M | Hold |
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|
2017
Q4 | $18.5M | Hold |
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|
2017
Q3 | $16.9M | Sell |
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|
2017
Q2 | $17.3M | Hold |
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|
2017
Q1 | $16.5M | Buy |
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