Commonwealth Equity Services’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 | $89M | Sell |
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|
2025
Q1 | $89.6M | Buy |
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|
2024
Q4 | $107M | Buy |
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|
2024
Q3 | $87M | Sell |
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|
2024
Q2 | $82.4M | Buy |
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|
2024
Q1 | $93.4M | Buy |
|
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|
2023
Q4 | $77.5M | Buy |
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|
2023
Q3 | $55.3M | Buy |
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|
2023
Q2 | $56.2M | Sell |
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|
2023
Q1 | $53.4K | Buy |
|
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|
2022
Q4 | $35M | Sell |
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|
2022
Q3 | $43.8M | Buy |
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|
2022
Q2 | $46.8M | Sell |
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|
2022
Q1 | $69M | Buy |
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|
2021
Q4 | $71.9M | Buy |
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|
2021
Q3 | $70.3M | Buy |
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|
2021
Q2 | $58.1M | Buy |
|
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|
2021
Q1 | $49.4M | Buy |
|
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|
2020
Q4 | $46.9M | Buy |
|
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|
2020
Q3 | $45.6M | Buy |
|
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|
2020
Q2 | $34M | Buy |
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|
2020
Q1 | $23.1M | Sell |
|
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|
2019
Q4 | $26.8M | Buy |
|
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|
2019
Q3 | $22M | Buy |
|
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|
2019
Q2 | $19.4M | Buy |
|
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|
2019
Q1 | $19.3M | Buy |
|
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|
2018
Q4 | $16M | Buy |
|
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|
2018
Q3 | $13.1M | Buy |
|
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|
2018
Q2 | $10M | Buy |
|
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|
2018
Q1 | $7.95M | Buy |
|
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|
2017
Q4 | $6.29M | Buy |
|
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|
2017
Q3 | $4.78M | Buy |
|
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|
2017
Q2 | $4.18M | Sell |
|
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|
2017
Q1 | $4M | Sell |
|
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|
2016
Q4 | $3.36M | Sell |
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|
2016
Q3 | $3.83M | Buy |
|
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|
2016
Q2 | $2.36M | Sell |
|
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|
2016
Q1 | $2.2M | Buy |
|
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|
2015
Q4 | $1.94M | Buy |
|
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|
2015
Q3 | $1.42M | Buy |
|
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|
2015
Q2 | $868K | Sell |
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|
2015
Q1 | $852K | Sell |
|
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|
2014
Q4 | $843K | Sell |
|
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|
2014
Q3 | $1.27M | Buy |
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|
2014
Q2 | $1.06M | Sell |
|
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|
2014
Q1 | $1.15M | Buy |
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|
2013
Q4 | $835K | Buy |
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|
2013
Q3 | $368K | Buy |
|