Dana Investment Advisors’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 | $4.3M | Sell |
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|
2025
Q1 | $22.3M | Sell |
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|
2024
Q4 | $28.1M | Buy |
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|
2024
Q3 | $22.6M | Sell |
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|
2024
Q2 | $22.6M | Sell |
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|
2024
Q1 | $30.2M | Sell |
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|
2023
Q4 | $27.6M | Buy |
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|
2023
Q3 | $19.1M | Buy |
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|
2023
Q2 | $17.5M | Buy |
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|
2023
Q1 | $3.52M | Buy |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $2.44M | Sell |
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|
2022
Q2 | $2.83M | Buy |
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|
2022
Q1 | $1.79M | Sell |
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|
2021
Q4 | $3.84M | Buy |
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|
2021
Q3 | $2.93M | Sell |
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|
2021
Q2 | $2.92M | Sell |
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|
2021
Q1 | $3.78M | Sell |
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|
2020
Q4 | $7.21M | Buy |
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|
2020
Q3 | $7.41M | Sell |
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|
2020
Q2 | $7.46M | Sell |
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|
2020
Q1 | $5.89M | Buy |
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|
2019
Q4 | $5.79M | Sell |
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|
2019
Q3 | $5.86M | Sell |
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|
2019
Q2 | $7.74M | Buy |
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|
2019
Q1 | $5.6M | Sell |
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|
2018
Q4 | $6.09M | Sell |
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|
2018
Q3 | $7.24M | Buy |
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|
2018
Q2 | $6.15M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $231K | Buy |
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