Corient Private Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123M | Sell |
451,282
-26,428
| -6% | -$7.2M | 0.13% | 142 |
|
|
2025
Q1 | $128M | Sell |
477,710
-9,303
| -2% | -$2.5M | 0.21% | 112 |
|
|
2024
Q4 | $162M | Buy |
487,013
+2,655
| +0.5% | +$884K | 0.27% | 80 |
|
|
2024
Q3 | $133M | Sell |
484,358
-6,557
| -1% | -$1.79M | 0.21% | 109 |
|
|
2024
Q2 | $126M | Sell |
490,915
-220,225
| -31% | -$56.6M | 0.22% | 103 |
|
|
2024
Q1 | $214M | Buy |
711,140
+10,716
| +2% | +$3.23M | 0.38% | 56 |
|
|
2023
Q4 | $184M | Buy |
700,424
+28,592
| +4% | +$7.52M | 0.34% | 62 |
|
|
2023
Q3 | $136M | Buy |
671,832
+87,847
| +15% | +$17.8M | 0.31% | 74 |
|
|
2023
Q2 | $123M | Buy |
583,985
+86,335
| +17% | +$18.2M | 0.28% | 82 |
|
|
2023
Q1 | $99.4M | Buy |
497,650
+76,680
| +18% | +$15.3M | 0.27% | 97 |
|
|
2022
Q4 | $55.7M | Buy |
+420,970
| New | +$55.7M | 0.2% | 122 |
|