AE Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7M | Buy |
171,264
+26,221
| +18% | +$7.15M | 0.34% | 73 |
|
|
2025
Q1 | $38.9M | Buy |
145,043
+4,759
| +3% | +$1.28M | 0.33% | 80 |
|
|
2024
Q4 | $46.9M | Buy |
140,284
+6,996
| +5% | +$2.34M | 0.4% | 58 |
|
|
2024
Q3 | $36.5M | Sell |
133,288
-17,502
| -12% | -$4.79M | 0.33% | 77 |
|
|
2024
Q2 | $38.8M | Buy |
150,790
+1,628
| +1% | +$419K | 0.39% | 59 |
|
|
2024
Q1 | $44.9M | Sell |
149,162
-10,357
| -6% | -$3.12M | 0.51% | 40 |
|
|
2023
Q4 | $44.7M | Buy |
159,519
+26,785
| +20% | +$7.5M | 0.23% | 91 |
|
|
2023
Q3 | $26.9M | Buy |
132,734
+33,326
| +34% | +$6.76M | 0.16% | 141 |
|
|
2023
Q2 | $21M | Buy |
99,408
+3,316
| +3% | +$701K | 0.13% | 181 |
|
|
2023
Q1 | $19.2M | Buy |
96,092
+6,325
| +7% | +$1.26M | 0.12% | 196 |
|
|
2022
Q4 | $11.9M | Buy |
89,767
+2,519
| +3% | +$334K | 0.09% | 275 |
|
|
2022
Q3 | $12.6M | Buy |
87,248
+44,277
| +103% | +$6.37M | 0.1% | 217 |
|
|
2022
Q2 | $7.09M | Buy |
42,971
+2,112
| +5% | +$349K | 0.06% | 346 |
|
|
2022
Q1 | $8.68M | Sell |
40,859
-1,626
| -4% | -$345K | 0.06% | 313 |
|
|
2021
Q4 | $10.8M | Sell |
42,485
-2,101
| -5% | -$534K | 0.08% | 249 |
|
|
2021
Q3 | $12.1M | Buy |
44,586
+10,471
| +31% | +$2.84M | 0.1% | 207 |
|
|
2021
Q2 | $8.33M | Sell |
34,115
-20,629
| -38% | -$5.04M | 0.07% | 251 |
|
|
2021
Q1 | $11.6M | Buy |
54,744
+10,839
| +25% | +$2.3M | 0.12% | 179 |
|
|
2020
Q4 | $9.77M | Buy |
43,905
+4,078
| +10% | +$907K | 0.11% | 181 |
|
|
2020
Q3 | $10M | Buy |
39,827
+6,139
| +18% | +$1.54M | 0.14% | 143 |
|
|
2020
Q2 | $6.31M | Buy |
33,688
+7,140
| +27% | +$1.34M | 0.1% | 195 |
|
|
2020
Q1 | $3.82M | Buy |
26,548
+7,238
| +37% | +$1.04M | 0.09% | 209 |
|
|
2019
Q4 | $3.14M | Buy |
19,310
+3,572
| +23% | +$581K | 0.07% | 253 |
|
|
2019
Q3 | $2.34M | Buy |
15,738
+1,085
| +7% | +$161K | 0.07% | 243 |
|
|
2019
Q2 | $2.22M | Buy |
14,653
+8,941
| +157% | +$1.36M | 0.07% | 217 |
|
|
2019
Q1 | $905K | Buy |
5,712
+2,568
| +82% | +$407K | 0.06% | 225 |
|
|
2018
Q4 | $431K | Buy |
3,144
+1,147
| +57% | +$157K | 0.07% | 275 |
|
|
2018
Q3 | $318K | Buy |
+1,997
| New | +$318K | 0.02% | 433 |
|