Charles Schwab’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77B | Buy |
6,478,800
+116,765
| +2% | +$31.8M | 0.31% | 52 |
|
|
2025
Q1 | $1.71B | Buy |
6,362,035
+295,681
| +5% | +$79.3M | 0.32% | 51 |
|
|
2024
Q4 | $2.03B | Buy |
6,066,354
+153,500
| +3% | +$51.3M | 0.37% | 45 |
|
|
2024
Q3 | $1.62B | Buy |
5,912,854
+96,381
| +2% | +$26.4M | 0.31% | 51 |
|
|
2024
Q2 | $1.5B | Buy |
5,816,473
+293,025
| +5% | +$75.3M | 0.28% | 61 |
|
|
2024
Q1 | $1.66B | Buy |
5,523,448
+125,932
| +2% | +$37.9M | 0.38% | 42 |
|
|
2023
Q4 | $1.42B | Buy |
5,397,516
+145,625
| +3% | +$38.3M | 0.36% | 47 |
|
|
2023
Q3 | $1.06B | Buy |
5,251,891
+19,888
| +0.4% | +$4.03M | 0.31% | 58 |
|
|
2023
Q2 | $1.11B | Sell |
5,232,003
-57,603
| -1% | -$12.2M | 0.32% | 55 |
|
|
2023
Q1 | $1.06B | Buy |
5,289,606
+93,333
| +2% | +$18.6M | 0.32% | 56 |
|
|
2022
Q4 | $689M | Buy |
5,196,273
+178,840
| +4% | +$23.7M | 0.22% | 86 |
|
|
2022
Q3 | $722M | Buy |
5,017,433
+79,640
| +2% | +$11.5M | 0.26% | 69 |
|
|
2022
Q2 | $815M | Buy |
4,937,793
+117,079
| +2% | +$19.3M | 0.28% | 67 |
|
|
2022
Q1 | $1.02B | Buy |
4,820,714
+130,181
| +3% | +$27.6M | 0.31% | 63 |
|
|
2021
Q4 | $1.19B | Buy |
4,690,533
+150,043
| +3% | +$38.1M | 0.35% | 54 |
|
|
2021
Q3 | $1.23B | Buy |
4,540,490
+290,620
| +7% | +$78.8M | 0.4% | 44 |
|
|
2021
Q2 | $1.04B | Buy |
4,249,870
+120,541
| +3% | +$29.4M | 0.35% | 56 |
|
|
2021
Q1 | $875M | Sell |
4,129,329
-61,823
| -1% | -$13.1M | 0.32% | 60 |
|
|
2020
Q4 | $933M | Buy |
4,191,152
+29,536
| +0.7% | +$6.57M | 0.37% | 49 |
|
|
2020
Q3 | $1.05B | Buy |
4,161,616
+105,517
| +3% | +$26.5M | 0.48% | 36 |
|
|
2020
Q2 | $760M | Buy |
4,056,099
+102,818
| +3% | +$19.3M | 0.37% | 52 |
|
|
2020
Q1 | $569M | Buy |
3,953,281
+24,318
| +0.6% | +$3.5M | 0.33% | 56 |
|
|
2019
Q4 | $639M | Buy |
3,928,963
+146,967
| +4% | +$23.9M | 0.34% | 48 |
|
|
2019
Q3 | $561M | Buy |
3,781,996
+538,822
| +17% | +$80M | 0.33% | 50 |
|
|
2019
Q2 | $492M | Buy |
3,243,174
+137,911
| +4% | +$20.9M | 0.3% | 60 |
|
|
2019
Q1 | $492M | Buy |
3,105,263
+232,819
| +8% | +$36.9M | 0.32% | 58 |
|
|
2018
Q4 | $393M | Buy |
2,872,444
+117,582
| +4% | +$16.1M | 0.3% | 58 |
|
|
2018
Q3 | $438M | Buy |
2,754,862
+244,944
| +10% | +$39M | 0.29% | 59 |
|
|
2018
Q2 | $342M | Buy |
2,509,918
+85,897
| +4% | +$11.7M | 0.25% | 71 |
|
|
2018
Q1 | $282M | Buy |
2,424,021
+92,852
| +4% | +$10.8M | 0.22% | 83 |
|
|
2017
Q4 | $238M | Buy |
2,331,169
+91,670
| +4% | +$9.37M | 0.19% | 92 |
|
|
2017
Q3 | $209M | Buy |
2,239,499
+125,549
| +6% | +$11.7M | 0.18% | 102 |
|
|
2017
Q2 | $183M | Buy |
2,113,950
+130,331
| +7% | +$11.3M | 0.17% | 107 |
|
|
2017
Q1 | $164M | Buy |
1,983,619
+141,294
| +8% | +$11.7M | 0.16% | 117 |
|
|
2016
Q4 | $126M | Buy |
1,842,325
+82,703
| +5% | +$5.66M | 0.14% | 139 |
|
|
2016
Q3 | $126M | Buy |
1,759,622
+36,281
| +2% | +$2.59M | 0.15% | 133 |
|
|
2016
Q2 | $137M | Buy |
1,723,341
+56,604
| +3% | +$4.49M | 0.17% | 106 |
|
|
2016
Q1 | $123M | Buy |
1,666,737
+71,307
| +4% | +$5.26M | 0.16% | 115 |
|
|
2015
Q4 | $125M | Buy |
1,595,430
+72,605
| +5% | +$5.69M | 0.17% | 114 |
|
|
2015
Q3 | $106M | Buy |
1,522,825
+52,300
| +4% | +$3.63M | 0.16% | 128 |
|
|
2015
Q2 | $102M | Buy |
1,470,525
+42,390
| +3% | +$2.95M | 0.14% | 139 |
|
|
2015
Q1 | $95.4M | Buy |
1,428,135
+104,332
| +8% | +$6.97M | 0.13% | 145 |
|
|
2014
Q4 | $78.5M | Buy |
1,323,803
+78,609
| +6% | +$4.66M | 0.12% | 179 |
|
|
2014
Q3 | $71.6M | Buy |
1,245,194
+69,075
| +6% | +$3.97M | 0.12% | 177 |
|
|
2014
Q2 | $68.3M | Buy |
1,176,119
+33,280
| +3% | +$1.93M | 0.11% | 179 |
|
|
2014
Q1 | $65.2M | Buy |
1,142,839
+54,817
| +5% | +$3.13M | 0.12% | 180 |
|
|
2013
Q4 | $60M | Buy |
1,088,022
+32,566
| +3% | +$1.8M | 0.11% | 172 |
|
|
2013
Q3 | $55.5M | Buy |
1,055,456
+60,227
| +6% | +$3.17M | 0.11% | 180 |
|
|
2013
Q2 | $37.6M | Buy |
+995,229
| New | +$37.6M | 0.08% | 232 |
|