Cetera Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $39.5M | Buy |
131,076
+27,976
| +27% | +$8.07M | 0.31% | 67 |
|
|
2023
Q4 | $27.1M | Buy |
103,100
+2,706
| +3% | +$612K | 0.38% | 56 |
|
|
2023
Q3 | $20.4M | Buy |
100,394
+3,319
| +3% | +$717K | 0.32% | 71 |
|
|
2023
Q2 | $20.5M | Buy |
97,075
+1,839
| +2% | +$375K | 0.32% | 66 |
|
|
2023
Q1 | $19M | Sell |
95,236
-437
| -0.5% | -$73.8K | 0.32% | 68 |
|
|
2022
Q4 | $12.7M | Buy |
95,673
+3,439
| +4% | +$502K | 0.23% | 102 |
|
|
2022
Q3 | $13.3M | Buy |
92,234
+4,335
| +5% | +$735K | 0.35% | 57 |
|
|
2022
Q2 | $14.5M | Buy |
87,899
+4,220
| +5% | +$746K | 0.33% | 61 |
|
|
2022
Q1 | $17.8M | Buy |
83,679
+5,626
| +7% | +$1.21M | 0.35% | 57 |
|
|
2021
Q4 | $19.8M | Sell |
78,053
-4,154
| -5% | -$1.17M | 0.4% | 45 |
|
|
2021
Q3 | $22.3M | Buy |
82,207
+7,253
| +10% | +$1.84M | 0.43% | 37 |
|
|
2021
Q2 | $18.3M | Buy |
74,954
+3,554
| +5% | +$819K | 0.43% | 41 |
|
|
2021
Q1 | $15.1M | Buy |
71,400
+11,354
| +19% | +$2.53M | 0.42% | 43 |
|
|
2020
Q4 | $13.4M | Buy |
60,046
+4,524
| +8% | +$1.1M | 0.43% | 48 |
|
|
2020
Q3 | $14M | Buy |
55,522
+2,628
| +5% | +$575K | 0.53% | 33 |
|
|
2020
Q2 | $9.91M | Buy |
52,894
+1,856
| +4% | +$313K | 0.42% | 45 |
|
|
2020
Q1 | $7.35M | Buy |
51,038
+1,297
| +3% | +$222K | 0.39% | 50 |
|
|
2019
Q4 | $8.09M | Sell |
49,741
-1,115
| -2% | -$175K | 0.35% | 57 |
|
|
2019
Q3 | $7.56M | Buy |
50,856
+39,740
| +358% | +$6.04M | 0.33% | 63 |
|
|
2019
Q2 | $1.7M | Buy |
11,116
+460
| +4% | +$72.1K | 0.08% | 250 |
|
|
2019
Q1 | $1.69M | Sell |
10,656
-29,078
| -73% | -$4.51M | 0.08% | 231 |
|
|
2018
Q4 | $5.44M | Buy |
39,734
+33,659
| +554% | +$4.63M | 0.32% | 72 |
|
|
2018
Q3 | $967K | Buy |
6,075
+2,066
| +52% | +$307K | 0.05% | 365 |
|
|
2018
Q2 | $545K | Buy |
4,009
+564
| +16% | +$72K | 0.03% | 487 |
|
|
2018
Q1 | $401K | Buy |
3,445
+186
| +6% | +$21.4K | 0.02% | 527 |
|
|
2017
Q4 | $334K | Buy |
3,259
+485
| +17% | +$49.4K | 0.02% | 557 |
|
|
2017
Q3 | $258K | Sell |
2,774
-200
| -7% | -$18.4K | 0.02% | 664 |
|
|
2017
Q2 | $257K | Buy |
2,974
+375
| +14% | +$32.7K | 0.02% | 652 |
|
|
2017
Q1 | $212K | Buy |
+2,599
| New | +$208K | 0.01% | 692 |
|
|
2016
Q4 | – | Sell |
-22,186
| Closed | -$1.58M | – | 745 |
|
|
2016
Q3 | $1.58M | Sell |
22,186
-345
| -2% | -$26.9K | 0.12% | 172 |
|
|
2016
Q2 | $1.79M | Sell |
22,531
-557
| -2% | -$43.7K | 0.14% | 162 |
|
|
2016
Q1 | $1.69M | Buy |
23,088
+19,452
| +535% | +$1.34M | 0.14% | 163 |
|
|
2015
Q4 | $286K | Sell |
3,636
-13,612
| -79% | -$1.06M | 0.02% | 552 |
|
|
2015
Q3 | $1.2M | Buy |
17,248
+655
| +4% | +$46.4K | 0.11% | 197 |
|
|
2015
Q2 | $1.16M | Sell |
16,593
-35
| -0.2% | -$2.49K | 0.1% | 224 |
|
|
2015
Q1 | $1.1M | Sell |
16,628
-1,123
| -6% | -$69.7K | 0.1% | 231 |
|
|
2014
Q4 | $1.06M | Buy |
17,751
+3,822
| +27% | +$225K | 0.1% | 235 |
|
|
2014
Q3 | $801K | Buy |
13,929
+5,595
| +67% | +$315K | 0.06% | 269 |
|
|
2014
Q2 | $484K | Buy |
+8,334
| New | +$450K | 0.05% | 355 |
|
Other funds holding CRM
Cetera Advisors's CRM Position: Q1 2024 in Review
Cetera Advisors increased its Salesforce (CRM) stake by 27% in Q1 2024, buying an estimated $8.07M and bringing the position to 131,076 shares worth $39.5M. The position accounts for 0.31% of the portfolio, ranked #67.
Cetera Advisors first reported a position in CRM in Q2 2014 and has held it in 39 quarters since. 2,762 funds tracked by Wall St. Rank hold CRM as of Q1 2024.
- Cetera Advisors held 131,076 shares of Salesforce worth $39.5M as of Q1 2024.
- Cetera Advisors bought 27,976 Salesforce shares in Q1 2024, an estimated $8.07M.
- Salesforce made up 0.31% of Cetera Advisors's portfolio in Q1 2024, its #67 holding.
- Cetera Advisors first reported a position in Salesforce in Q2 2014 and has held it in 39 quarters since.
- 2,762 funds tracked by Wall St. Rank held Salesforce as of Q1 2024.
Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.