Ameritas Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
6,798
-380
| -5% | -$104K | 0.1% | 209 |
|
|
2025
Q1 | $2.05M | Sell |
7,178
-410
| -5% | -$117K | 0.08% | 224 |
|
|
2024
Q4 | $2.54M | Buy |
7,588
+64
| +0.9% | +$21.4K | 0.09% | 210 |
|
|
2024
Q3 | $2.06M | Sell |
7,524
-344
| -4% | -$94.2K | 0.09% | 225 |
|
|
2024
Q2 | $2.02M | Buy |
7,868
+417
| +6% | +$107K | 0.08% | 249 |
|
|
2024
Q1 | $2.19M | Sell |
7,451
-135
| -2% | -$39.7K | 0.09% | 216 |
|
|
2023
Q4 | $2.04M | Buy |
7,586
+425
| +6% | +$114K | 0.11% | 173 |
|
|
2023
Q3 | $1.46M | Buy |
7,161
+5,471
| +324% | +$1.11M | 0.07% | 256 |
|
|
2023
Q2 | $354K | Sell |
1,690
-4,603
| -73% | -$965K | 0.05% | 372 |
|
|
2023
Q1 | $1.24M | Sell |
6,293
-311
| -5% | -$61K | 0.06% | 280 |
|
|
2022
Q4 | $876K | Buy |
6,604
+64
| +1% | +$8.49K | 0.04% | 388 |
|
|
2022
Q3 | $941K | Buy |
6,540
+559
| +9% | +$80.4K | 0.06% | 289 |
|
|
2022
Q2 | $987K | Sell |
5,981
-35
| -0.6% | -$5.78K | 0.06% | 293 |
|
|
2022
Q1 | $1.28M | Buy |
6,016
+365
| +6% | +$77.5K | 0.05% | 288 |
|
|
2021
Q4 | $1.44M | Buy |
+5,651
| New | +$1.44M | 0.05% | 271 |
|