AssetMark Inc’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.8M | Sell |
186,379
-1,555
| -0.8% | -$424K | 0.12% | 148 |
|
|
2025
Q1 | $50.4M | Buy |
187,934
+13,694
| +8% | +$3.67M | 0.14% | 140 |
|
|
2024
Q4 | $58.3M | Buy |
174,240
+42,903
| +33% | +$14.3M | 0.16% | 117 |
|
|
2024
Q3 | $35.9M | Buy |
131,337
+14,551
| +12% | +$3.98M | 0.1% | 169 |
|
|
2024
Q2 | $30M | Buy |
116,786
+8,410
| +8% | +$2.16M | 0.09% | 180 |
|
|
2024
Q1 | $32.6M | Buy |
108,376
+29,134
| +37% | +$8.77M | 0.11% | 170 |
|
|
2023
Q4 | $20.9M | Buy |
79,242
+11,349
| +17% | +$2.99M | 0.08% | 196 |
|
|
2023
Q3 | $13.8M | Buy |
67,893
+20,351
| +43% | +$4.13M | 0.06% | 228 |
|
|
2023
Q2 | $10M | Buy |
47,542
+7,214
| +18% | +$1.52M | 0.04% | 249 |
|
|
2023
Q1 | $8.06M | Buy |
40,328
+6,977
| +21% | +$1.39M | 0.03% | 263 |
|
|
2022
Q4 | $4.42M | Buy |
33,351
+1,964
| +6% | +$260K | 0.02% | 316 |
|
|
2022
Q3 | $4.52M | Buy |
31,387
+3,983
| +15% | +$573K | 0.02% | 280 |
|
|
2022
Q2 | $4.52M | Buy |
27,404
+7,403
| +37% | +$1.22M | 0.02% | 264 |
|
|
2022
Q1 | $4.25M | Buy |
20,001
+11,727
| +142% | +$2.49M | 0.02% | 274 |
|
|
2021
Q4 | $2.1M | Buy |
8,274
+6,919
| +511% | +$1.76M | 0.01% | 323 |
|
|
2021
Q3 | $368K | Buy |
1,355
+991
| +272% | +$269K | ﹤0.01% | 492 |
|
|
2021
Q2 | $89K | Buy |
364
+37
| +11% | +$9.05K | ﹤0.01% | 652 |
|
|
2021
Q1 | $69K | Sell |
327
-50
| -13% | -$10.6K | ﹤0.01% | 682 |
|
|
2020
Q4 | $84K | Buy |
377
+53
| +16% | +$11.8K | ﹤0.01% | 635 |
|
|
2020
Q3 | $81K | Buy |
324
+2
| +0.6% | +$500 | ﹤0.01% | 616 |
|
|
2020
Q2 | $60K | Sell |
322
-5
| -2% | -$932 | ﹤0.01% | 625 |
|
|
2020
Q1 | $47K | Sell |
327
-1
| -0.3% | -$144 | ﹤0.01% | 699 |
|
|
2019
Q4 | $53K | Buy |
328
+57
| +21% | +$9.21K | ﹤0.01% | 736 |
|
|
2019
Q3 | $40K | Sell |
271
-402
| -60% | -$59.3K | ﹤0.01% | 767 |
|
|
2019
Q2 | $102K | Buy |
673
+55
| +9% | +$8.34K | ﹤0.01% | 600 |
|
|
2019
Q1 | $98K | Sell |
618
-59
| -9% | -$9.36K | ﹤0.01% | 576 |
|
|
2018
Q4 | $93K | Buy |
677
+291
| +75% | +$40K | ﹤0.01% | 576 |
|
|
2018
Q3 | $61K | Buy |
386
+60
| +18% | +$9.48K | ﹤0.01% | 698 |
|
|
2018
Q2 | $44K | Hold |
326
| – | – | ﹤0.01% | 745 |
|
|
2018
Q1 | $38K | Sell |
326
-275
| -46% | -$32.1K | ﹤0.01% | 800 |
|
|
2017
Q4 | $61K | Sell |
601
-83
| -12% | -$8.42K | ﹤0.01% | 726 |
|
|
2017
Q3 | $64K | Buy |
684
+117
| +21% | +$10.9K | ﹤0.01% | 642 |
|
|
2017
Q2 | $49K | Sell |
567
-24
| -4% | -$2.07K | ﹤0.01% | 682 |
|
|
2017
Q1 | $49K | Sell |
591
-66
| -10% | -$5.47K | ﹤0.01% | 640 |
|
|
2016
Q4 | $45K | Sell |
657
-40
| -6% | -$2.74K | ﹤0.01% | 650 |
|
|
2016
Q3 | $50K | Sell |
697
-131
| -16% | -$9.4K | ﹤0.01% | 610 |
|
|
2016
Q2 | $66K | Sell |
828
-223
| -21% | -$17.8K | ﹤0.01% | 548 |
|
|
2016
Q1 | $78K | Sell |
1,051
-279
| -21% | -$20.7K | ﹤0.01% | 483 |
|
|
2015
Q4 | $104K | Buy |
+1,330
| New | +$104K | ﹤0.01% | 498 |
|