DIA
Dana Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Sell |
15,769
-67,152
| -81% | -$18.3M | 0.14% | 176 |
|
|
2025
Q1 | $22.3M | Sell |
82,921
-1,226
| -1% | -$329K | 0.8% | 24 |
|
|
2024
Q4 | $28.1M | Buy |
84,147
+1,694
| +2% | +$566K | 0.93% | 14 |
|
|
2024
Q3 | $22.6M | Sell |
82,453
-5,339
| -6% | -$1.46M | 0.75% | 25 |
|
|
2024
Q2 | $22.6M | Sell |
87,792
-12,544
| -13% | -$3.23M | 0.76% | 24 |
|
|
2024
Q1 | $30.2M | Sell |
100,336
-4,654
| -4% | -$1.4M | 1% | 10 |
|
|
2023
Q4 | $27.6M | Buy |
104,990
+11,011
| +12% | +$2.9M | 1.33% | 12 |
|
|
2023
Q3 | $19.1M | Buy |
93,979
+10,932
| +13% | +$2.22M | 0.97% | 28 |
|
|
2023
Q2 | $17.5M | Buy |
83,047
+65,446
| +372% | +$13.8M | 0.86% | 36 |
|
|
2023
Q1 | $3.52M | Buy |
17,601
+6,767
| +62% | +$1.35M | 0.18% | 107 |
|
|
2022
Q4 | $1.44M | Sell |
10,834
-6,163
| -36% | -$817K | 0.08% | 185 |
|
|
2022
Q3 | $2.45M | Sell |
16,997
-134
| -0.8% | -$19.3K | 0.14% | 115 |
|
|
2022
Q2 | $2.83M | Buy |
17,131
+8,676
| +103% | +$1.43M | 0.14% | 112 |
|
|
2022
Q1 | $1.8M | Sell |
8,455
-6,666
| -44% | -$1.42M | 0.08% | 146 |
|
|
2021
Q4 | $3.84M | Buy |
15,121
+4,311
| +40% | +$1.1M | 0.17% | 96 |
|
|
2021
Q3 | $2.93M | Sell |
10,810
-1,142
| -10% | -$310K | 0.13% | 108 |
|
|
2021
Q2 | $2.92M | Sell |
11,952
-5,873
| -33% | -$1.43M | 0.13% | 107 |
|
|
2021
Q1 | $3.78M | Sell |
17,825
-14,588
| -45% | -$3.09M | 0.17% | 94 |
|
|
2020
Q4 | $7.21M | Buy |
32,413
+2,923
| +10% | +$650K | 0.36% | 82 |
|
|
2020
Q3 | $7.41M | Sell |
29,490
-10,361
| -26% | -$2.6M | 0.4% | 75 |
|
|
2020
Q2 | $7.47M | Sell |
39,851
-1,082
| -3% | -$203K | 0.4% | 75 |
|
|
2020
Q1 | $5.89M | Buy |
40,933
+5,313
| +15% | +$765K | 0.36% | 69 |
|
|
2019
Q4 | $5.79M | Sell |
35,620
-3,882
| -10% | -$631K | 0.28% | 75 |
|
|
2019
Q3 | $5.86M | Sell |
39,502
-11,521
| -23% | -$1.71M | 0.3% | 77 |
|
|
2019
Q2 | $7.74M | Buy |
51,023
+15,636
| +44% | +$2.37M | 0.38% | 78 |
|
|
2019
Q1 | $5.6M | Sell |
35,387
-9,085
| -20% | -$1.44M | 0.26% | 82 |
|
|
2018
Q4 | $6.09M | Sell |
44,472
-1,068
| -2% | -$146K | 0.31% | 84 |
|
|
2018
Q3 | $7.24M | Buy |
45,540
+444
| +1% | +$70.6K | 0.3% | 84 |
|
|
2018
Q2 | $6.15M | Buy |
+45,096
| New | +$6.15M | 0.27% | 87 |
|
|
2016
Q3 | – | Sell |
-2,908
| Closed | -$231K | – | 275 |
|
|
2016
Q2 | $231K | Buy |
+2,908
| New | +$231K | 0.01% | 254 |
|