Ameritas Investment Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
9,116
-114
| -1% | -$31.1K | 0.08% | 258 |
|
|
2025
Q1 | $2.48M | Sell |
9,230
-85
| -0.9% | -$22.8K | 0.09% | 236 |
|
|
2024
Q4 | $3.11M | Sell |
9,315
-500
| -5% | -$167K | 0.1% | 179 |
|
|
2024
Q3 | $2.69M | Sell |
9,815
-406
| -4% | -$111K | 0.09% | 238 |
|
|
2024
Q2 | $2.63M | Sell |
10,221
-304
| -3% | -$78.2K | 0.09% | 221 |
|
|
2024
Q1 | $3.17M | Sell |
10,525
-287
| -3% | -$86.4K | 0.11% | 183 |
|
|
2023
Q4 | $2.85M | Sell |
10,812
-498
| -4% | -$131K | 0.1% | 187 |
|
|
2023
Q3 | $2.29M | Sell |
11,310
-387
| -3% | -$78.5K | 0.09% | 225 |
|
|
2023
Q2 | $2.47M | Sell |
11,697
-504
| -4% | -$106K | 0.09% | 218 |
|
|
2023
Q1 | $2.44M | Hold |
12,201
| – | – | 0.1% | 218 |
|
|
2022
Q4 | $1.9M | Sell |
12,201
-154
| -1% | -$24K | 0.08% | 303 |
|
|
2022
Q3 | $1.78M | Sell |
12,355
-314
| -2% | -$45.2K | 0.08% | 273 |
|
|
2022
Q2 | $2.09M | Sell |
12,669
-178
| -1% | -$29.4K | 0.09% | 225 |
|
|
2022
Q1 | $2.73M | Sell |
12,847
-255
| -2% | -$54.1K | 0.1% | 215 |
|
|
2021
Q4 | $3.33M | Sell |
13,102
-266
| -2% | -$67.6K | 0.11% | 173 |
|
|
2021
Q3 | $3.63M | Buy |
13,368
+518
| +4% | +$140K | 0.13% | 134 |
|
|
2021
Q2 | $3.14M | Sell |
12,850
-151
| -1% | -$36.9K | 0.11% | 168 |
|
|
2021
Q1 | $2.75M | Sell |
13,001
-580
| -4% | -$123K | 0.11% | 199 |
|
|
2020
Q4 | $3.02M | Sell |
13,581
-634
| -4% | -$141K | 0.14% | 150 |
|
|
2020
Q3 | $3.57M | Sell |
14,215
-295
| -2% | -$74.1K | 0.16% | 101 |
|
|
2020
Q2 | $2.72M | Sell |
14,510
-78
| -0.5% | -$14.6K | 0.13% | 139 |
|
|
2020
Q1 | $2.1M | Sell |
14,588
-295
| -2% | -$42.5K | 0.12% | 161 |
|
|
2019
Q4 | $2.42M | Hold |
14,883
| – | – | 0.11% | 183 |
|
|
2019
Q3 | $2.21M | Buy |
14,883
+1,395
| +10% | +$207K | 0.1% | 203 |
|
|
2019
Q2 | $2.05M | Sell |
13,488
-229
| -2% | -$34.8K | 0.09% | 229 |
|
|
2019
Q1 | $2.17M | Hold |
13,717
| – | – | 0.1% | 208 |
|
|
2018
Q4 | $1.88M | Sell |
13,717
-181
| -1% | -$24.8K | 0.1% | 210 |
|
|
2018
Q3 | $2.21M | Buy |
13,898
+701
| +5% | +$111K | 0.1% | 226 |
|
|
2018
Q2 | $1.8M | Sell |
13,197
-993
| -7% | -$135K | 0.09% | 270 |
|
|
2018
Q1 | $1.65M | Sell |
14,190
-664
| -4% | -$77.2K | 0.08% | 319 |
|
|
2017
Q4 | $1.52M | Sell |
14,854
-304
| -2% | -$31.1K | 0.07% | 365 |
|
|
2017
Q3 | $1.45M | Hold |
15,158
| – | – | 0.07% | 363 |
|
|
2017
Q2 | $1.31M | Buy |
15,158
+93
| +0.6% | +$8.06K | 0.06% | 405 |
|
|
2017
Q1 | $1.24M | Sell |
15,065
-12,004
| -44% | -$990K | 0.06% | 417 |
|
|
2016
Q4 | $1.85M | Sell |
27,069
-745
| -3% | -$51K | 0.09% | 259 |
|
|
2016
Q3 | $1.98M | Sell |
27,814
-23,371
| -46% | -$1.67M | 0.11% | 211 |
|
|
2016
Q2 | $4.06M | Buy |
51,185
+511
| +1% | +$40.6K | 0.26% | 67 |
|
|
2016
Q1 | $3.74M | Sell |
50,674
-5,457
| -10% | -$403K | 0.25% | 69 |
|
|
2015
Q4 | $4.4M | Buy |
56,131
+30
| +0.1% | +$2.35K | 0.3% | 62 |
|
|
2015
Q3 | $3.89M | Buy |
56,101
+2,861
| +5% | +$199K | 0.28% | 59 |
|
|
2015
Q2 | $3.71M | Sell |
53,240
-112
| -0.2% | -$7.8K | 0.24% | 76 |
|
|
2015
Q1 | $3.56M | Sell |
53,352
-6,119
| -10% | -$409K | 0.23% | 77 |
|
|
2014
Q4 | $3.53M | Buy |
59,471
+41
| +0.1% | +$2.43K | 0.24% | 88 |
|
|
2014
Q3 | $3.42M | Sell |
59,430
-699
| -1% | -$40.2K | 0.24% | 76 |
|
|
2014
Q2 | $3.49M | Sell |
60,129
-465
| -0.8% | -$27K | 0.25% | 77 |
|
|
2014
Q1 | $3.46M | Sell |
60,594
-139
| -0.2% | -$7.94K | 0.27% | 74 |
|
|
2013
Q4 | $3.35M | Buy |
60,733
+100
| +0.2% | +$5.52K | 0.27% | 71 |
|
|
2013
Q3 | $3.15M | Buy |
60,633
+13,888
| +30% | +$721K | 0.3% | 61 |
|
|
2013
Q2 | $1.78M | Buy |
+46,745
| New | +$1.78M | 0.49% | 77 |
|