AssetMark Inc’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.8M | Sell |
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|
2025
Q1 | $50.4M | Buy |
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|
2024
Q4 | $58.3M | Buy |
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|
2024
Q3 | $35.9M | Buy |
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|
2024
Q2 | $30M | Buy |
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|
2024
Q1 | $32.6M | Buy |
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|
2023
Q4 | $20.9M | Buy |
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|
2023
Q3 | $13.8M | Buy |
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|
2023
Q2 | $10M | Buy |
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|
2023
Q1 | $8.06M | Buy |
|
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|
2022
Q4 | $4.42M | Buy |
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|
2022
Q3 | $4.51M | Buy |
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|
2022
Q2 | $4.52M | Buy |
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|
2022
Q1 | $4.25M | Buy |
|
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|
2021
Q4 | $2.1M | Buy |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $89K | Buy |
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|
2021
Q1 | $69K | Sell |
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|
2020
Q4 | $84K | Buy |
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|
2020
Q3 | $81K | Buy |
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|
2020
Q2 | $60K | Sell |
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|
2020
Q1 | $47K | Sell |
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|
2019
Q4 | $53K | Buy |
|
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|
2019
Q3 | $40K | Sell |
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|
2019
Q2 | $102K | Buy |
|
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|
2019
Q1 | $98K | Sell |
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|
2018
Q4 | $93K | Buy |
|
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|
2018
Q3 | $61K | Buy |
|
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|
2018
Q2 | $44K | Hold |
|
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|
2018
Q1 | $38K | Sell |
|
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|
2017
Q4 | $61K | Sell |
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|
2017
Q3 | $64K | Buy |
|
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|
2017
Q2 | $49K | Sell |
|
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|
2017
Q1 | $49K | Sell |
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|
2016
Q4 | $45K | Sell |
|
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|
2016
Q3 | $50K | Sell |
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|
2016
Q2 | $66K | Sell |
|
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|
2016
Q1 | $78K | Sell |
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|
2015
Q4 | $104K | Buy |
|