Advisor Partners’s Salesforce CRM Stock Holding History

Advisor Partners’s Portfolio CRM Stock Details CRM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$5.27M	Buy	31,935 +6,632	+26%	+$1.09M	0.37%	50
2022 Q1	$5.37M	Buy	25,303 +2,310	+10%	+$490K	0.34%	52
2021 Q4	$5.84M	Sell	22,993 -2,237	-9%	-$569K	0.35%	52
2021 Q3	$6.84M	Sell	25,230 -171	-0.7%	-$46.4K	0.46%	42
2021 Q2	$6.21M	Buy	25,401 +496	+2%	+$121K	0.41%	48
2021 Q1	$5.28M	Sell	24,905 -1,253	-5%	-$265K	0.38%	52
2020 Q4	$5.82M	Sell	26,158 -391	-1%	-$87K	0.44%	46
2020 Q3	$6.67M	Buy	26,549 +975	+4%	+$245K	0.57%	38
2020 Q2	$4.79M	Buy	25,574 +1,743	+7%	+$326K	0.45%	50
2020 Q1	$3.43M	Buy	23,831 +4,690	+25%	+$675K	0.41%	53
2019 Q4	$3.47M	Buy	19,141 +1,460	+8%	+$264K	0.36%	60
2019 Q3	$2.63M	Buy	17,681 +1,150	+7%	+$171K	0.32%	64
2019 Q2	$2.51M	Buy	16,531 +335	+2%	+$50.8K	0.31%	66
2019 Q1	$2.57M	Sell	16,196 -166	-1%	-$26.3K	0.33%	62
2018 Q4	$2.24M	Buy	16,362 +4,702	+40%	+$644K	0.36%	62
2018 Q3	$1.85M	Buy	11,660 +920	+9%	+$146K	0.25%	75
2018 Q2	$1.47M	Buy	10,740 +721	+7%	+$98.3K	0.25%	87
2018 Q1	$1.17M	Buy	10,019 +145	+1%	+$16.9K	0.22%	108
2017 Q4	$1.11M	Buy	9,874 +1,196	+14%	+$134K	0.2%	119
2017 Q3	$811K	Buy	8,678 +220	+3%	+$20.6K	0.16%	133
2017 Q2	$732K	Buy	8,458 +300	+4%	+$26K	0.17%	144
2017 Q1	$673K	Buy	8,158 +1,884	+30%	+$155K	0.18%	137
2016 Q4	$430K	Sell	6,274 -4	-0.1%	-$274	0.13%	190
2016 Q3	$448K	Sell	6,278 -738	-11%	-$52.7K	0.15%	163
2016 Q2	$557K	Buy	7,016 +796	+13%	+$63.2K	0.19%	132
2016 Q1	$459K	Buy	6,220 +614	+11%	+$45.3K	0.17%	151
2015 Q4	$440K	Buy	5,606 +136	+2%	+$10.7K	0.15%	163
2015 Q3	$380K	Sell	5,470 -686	-11%	-$47.7K	0.16%	166
2015 Q2	$416K	Buy	6,156 +1,643	+36%	+$111K	0.16%	179
2015 Q1	$302K	Buy	4,513 +506	+13%	+$33.9K	0.13%	213
2014 Q4	$238K	Buy	+4,007	New	+$238K	0.11%	256
2014 Q3	–	Sell	-4,271	Closed	-$248K	–	241
2014 Q2	$248K	Buy	4,271 +257	+6%	+$14.9K	0.12%	222
2014 Q1	$229K	Buy	+4,014	New	+$229K	0.13%	229