Commonwealth Equity Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89M | Sell |
326,403
-7,625
| -2% | -$2.08M | 0.12% | 173 |
|
|
2025
Q1 | $89.6M | Buy |
334,028
+13,213
| +4% | +$3.55M | 0.13% | 159 |
|
|
2024
Q4 | $107M | Buy |
320,815
+2,917
| +0.9% | +$975K | 0.16% | 118 |
|
|
2024
Q3 | $87M | Sell |
317,898
-2,443
| -0.8% | -$669K | 0.13% | 144 |
|
|
2024
Q2 | $82.4M | Buy |
320,341
+10,235
| +3% | +$2.63M | 0.13% | 145 |
|
|
2024
Q1 | $93.4M | Buy |
310,106
+15,747
| +5% | +$4.74M | 0.16% | 126 |
|
|
2023
Q4 | $77.5M | Buy |
294,359
+21,741
| +8% | +$5.72M | 0.14% | 143 |
|
|
2023
Q3 | $55.3M | Buy |
272,618
+6,470
| +2% | +$1.31M | 0.11% | 176 |
|
|
2023
Q2 | $56.2M | Sell |
266,148
-1,296
| -0.5% | -$274K | 0.11% | 174 |
|
|
2023
Q1 | $53.4K | Buy |
267,444
+3,502
| +1% | +$700 | 0.11% | 172 |
|
|
2022
Q4 | $35M | Sell |
263,942
-40,795
| -13% | -$5.41M | 0.08% | 230 |
|
|
2022
Q3 | $43.8M | Buy |
304,737
+21,457
| +8% | +$3.09M | 0.11% | 168 |
|
|
2022
Q2 | $46.8M | Sell |
283,280
-41,845
| -13% | -$6.91M | 0.12% | 167 |
|
|
2022
Q1 | $69M | Buy |
325,125
+42,323
| +15% | +$8.99M | 0.16% | 131 |
|
|
2021
Q4 | $71.9M | Buy |
282,802
+23,726
| +9% | +$6.03M | 0.16% | 129 |
|
|
2021
Q3 | $70.3M | Buy |
259,076
+21,104
| +9% | +$5.72M | 0.18% | 121 |
|
|
2021
Q2 | $58.1M | Buy |
237,972
+4,646
| +2% | +$1.13M | 0.15% | 148 |
|
|
2021
Q1 | $49.4M | Buy |
233,326
+22,351
| +11% | +$4.74M | 0.14% | 155 |
|
|
2020
Q4 | $46.9M | Buy |
210,975
+29,390
| +16% | +$6.54M | 0.14% | 153 |
|
|
2020
Q3 | $45.6M | Buy |
181,585
+340
| +0.2% | +$85.4K | 0.16% | 139 |
|
|
2020
Q2 | $34M | Buy |
181,245
+20,498
| +13% | +$3.84M | 0.13% | 162 |
|
|
2020
Q1 | $23.1M | Sell |
160,747
-4,096
| -2% | -$590K | 0.11% | 188 |
|
|
2019
Q4 | $26.8M | Buy |
164,843
+16,922
| +11% | +$2.75M | 0.1% | 194 |
|
|
2019
Q3 | $22M | Buy |
147,921
+19,941
| +16% | +$2.96M | 0.09% | 214 |
|
|
2019
Q2 | $19.4M | Buy |
127,980
+5,907
| +5% | +$896K | 0.09% | 230 |
|
|
2019
Q1 | $19.3M | Buy |
122,073
+5,466
| +5% | +$866K | 0.09% | 223 |
|
|
2018
Q4 | $16M | Buy |
116,607
+34,474
| +42% | +$4.72M | 0.08% | 226 |
|
|
2018
Q3 | $13.1M | Buy |
82,133
+8,775
| +12% | +$1.4M | 0.06% | 282 |
|
|
2018
Q2 | $10M | Buy |
73,358
+5,018
| +7% | +$684K | 0.05% | 316 |
|
|
2018
Q1 | $7.95M | Buy |
68,340
+6,771
| +11% | +$787K | 0.04% | 346 |
|
|
2017
Q4 | $6.29M | Buy |
61,569
+10,455
| +20% | +$1.07M | 0.03% | 410 |
|
|
2017
Q3 | $4.78M | Buy |
51,114
+2,867
| +6% | +$268K | 0.03% | 460 |
|
|
2017
Q2 | $4.18M | Sell |
48,247
-254
| -0.5% | -$22K | 0.03% | 498 |
|
|
2017
Q1 | $4M | Sell |
48,501
-547
| -1% | -$45.1K | 0.03% | 493 |
|
|
2016
Q4 | $3.36M | Sell |
49,048
-4,631
| -9% | -$317K | 0.02% | 511 |
|
|
2016
Q3 | $3.83M | Buy |
53,679
+23,949
| +81% | +$1.71M | 0.03% | 446 |
|
|
2016
Q2 | $2.36M | Sell |
29,730
-123
| -0.4% | -$9.77K | 0.02% | 583 |
|
|
2016
Q1 | $2.2M | Buy |
29,853
+5,144
| +21% | +$380K | 0.02% | 594 |
|
|
2015
Q4 | $1.94M | Buy |
24,709
+4,242
| +21% | +$333K | 0.02% | 634 |
|
|
2015
Q3 | $1.42M | Buy |
20,467
+7,999
| +64% | +$555K | 0.02% | 731 |
|
|
2015
Q2 | $868K | Sell |
12,468
-287
| -2% | -$20K | 0.01% | 1033 |
|
|
2015
Q1 | $852K | Sell |
12,755
-1,466
| -10% | -$97.9K | 0.01% | 1031 |
|
|
2014
Q4 | $843K | Sell |
14,221
-7,892
| -36% | -$468K | 0.01% | 981 |
|
|
2014
Q3 | $1.27M | Buy |
22,113
+3,818
| +21% | +$220K | 0.02% | 743 |
|
|
2014
Q2 | $1.06M | Sell |
18,295
-1,893
| -9% | -$110K | 0.01% | 831 |
|
|
2014
Q1 | $1.15M | Buy |
20,188
+5,064
| +33% | +$289K | 0.02% | 726 |
|
|
2013
Q4 | $835K | Buy |
15,124
+8,031
| +113% | +$443K | 0.01% | 858 |
|
|
2013
Q3 | $368K | Buy |
+7,093
| New | +$368K | 0.01% | 1248 |
|