Dimensional Fund Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11B | Sell |
4,084,120
-98,302
| -2% | -$26.8M | 0.26% | 43 |
|
|
2025
Q1 | $1.12B | Buy |
4,182,422
+312,454
| +8% | +$83.8M | 0.28% | 41 |
|
|
2024
Q4 | $1.29B | Sell |
3,869,968
-156,167
| -4% | -$52.2M | 0.31% | 32 |
|
|
2024
Q3 | $1.1B | Buy |
4,026,135
+533,552
| +15% | +$146M | 0.27% | 38 |
|
|
2024
Q2 | $898M | Buy |
3,492,583
+646,127
| +23% | +$166M | 0.23% | 44 |
|
|
2024
Q1 | $857M | Buy |
2,846,456
+269,487
| +10% | +$81.2M | 0.23% | 48 |
|
|
2023
Q4 | $678M | Sell |
2,576,969
-319,924
| -11% | -$84.2M | 0.2% | 67 |
|
|
2023
Q3 | $587M | Buy |
2,896,893
+115,891
| +4% | +$23.5M | 0.19% | 66 |
|
|
2023
Q2 | $588M | Buy |
2,781,002
+65,668
| +2% | +$13.9M | 0.19% | 69 |
|
|
2023
Q1 | $542M | Buy |
2,715,334
+64,571
| +2% | +$12.9M | 0.18% | 74 |
|
|
2022
Q4 | $351K | Buy |
2,650,763
+558,760
| +27% | +$74.1K | 0.1% | 138 |
|
|
2022
Q3 | $301M | Buy |
2,092,003
+212,464
| +11% | +$30.6M | 0.12% | 140 |
|
|
2022
Q2 | $310M | Buy |
1,879,539
+23,450
| +1% | +$3.87M | 0.11% | 152 |
|
|
2022
Q1 | $394M | Buy |
1,856,089
+290,158
| +19% | +$61.6M | 0.12% | 131 |
|
|
2021
Q4 | $398M | Buy |
1,565,931
+70,722
| +5% | +$18M | 0.12% | 122 |
|
|
2021
Q3 | $406M | Buy |
1,495,209
+39,106
| +3% | +$10.6M | 0.13% | 111 |
|
|
2021
Q2 | $356M | Buy |
1,456,103
+25,183
| +2% | +$6.15M | 0.11% | 137 |
|
|
2021
Q1 | $303M | Buy |
1,430,920
+32,806
| +2% | +$6.95M | 0.1% | 169 |
|
|
2020
Q4 | $311M | Buy |
1,398,114
+58,643
| +4% | +$13M | 0.11% | 121 |
|
|
2020
Q3 | $337M | Buy |
1,339,471
+10,010
| +0.8% | +$2.52M | 0.14% | 93 |
|
|
2020
Q2 | $249M | Buy |
1,329,461
+79,583
| +6% | +$14.9M | 0.11% | 124 |
|
|
2020
Q1 | $180M | Buy |
1,249,878
+127,756
| +11% | +$18.4M | 0.09% | 159 |
|
|
2019
Q4 | $183M | Sell |
1,122,122
-11,914
| -1% | -$1.94M | 0.07% | 315 |
|
|
2019
Q3 | $168M | Buy |
1,134,036
+190,810
| +20% | +$28.3M | 0.07% | 321 |
|
|
2019
Q2 | $143M | Sell |
943,226
-27
| -0% | -$4.1K | 0.06% | 407 |
|
|
2019
Q1 | $149M | Buy |
943,253
+27,359
| +3% | +$4.33M | 0.06% | 361 |
|
|
2018
Q4 | $125M | Buy |
915,894
+75,502
| +9% | +$10.3M | 0.06% | 371 |
|
|
2018
Q3 | $134M | Buy |
840,392
+45,063
| +6% | +$7.17M | 0.05% | 473 |
|
|
2018
Q2 | $108M | Buy |
795,329
+55,559
| +8% | +$7.58M | 0.04% | 584 |
|
|
2018
Q1 | $86M | Buy |
739,770
+1,620
| +0.2% | +$188K | 0.04% | 737 |
|
|
2017
Q4 | $75.5M | Buy |
738,150
+2,199
| +0.3% | +$225K | 0.03% | 863 |
|
|
2017
Q3 | $68.7M | Buy |
735,951
+4,510
| +0.6% | +$421K | 0.03% | 922 |
|
|
2017
Q2 | $63.3M | Buy |
731,441
+24,079
| +3% | +$2.09M | 0.03% | 956 |
|
|
2017
Q1 | $58.4M | Buy |
707,362
+21,297
| +3% | +$1.76M | 0.03% | 1001 |
|
|
2016
Q4 | $47M | Buy |
686,065
+12,512
| +2% | +$857K | 0.02% | 1200 |
|
|
2016
Q3 | $48M | Buy |
673,553
+15,906
| +2% | +$1.13M | 0.03% | 1077 |
|
|
2016
Q2 | $52.2M | Buy |
657,647
+7,809
| +1% | +$620K | 0.03% | 924 |
|
|
2016
Q1 | $48M | Buy |
649,838
+22,522
| +4% | +$1.66M | 0.03% | 968 |
|
|
2015
Q4 | $49.2M | Buy |
627,316
+41,849
| +7% | +$3.28M | 0.03% | 867 |
|
|
2015
Q3 | $40.6M | Buy |
585,467
+14,326
| +3% | +$995K | 0.03% | 1006 |
|
|
2015
Q2 | $39.8M | Buy |
571,141
+20,151
| +4% | +$1.4M | 0.02% | 1113 |
|
|
2015
Q1 | $36.8M | Buy |
550,990
+4,469
| +0.8% | +$299K | 0.02% | 1161 |
|
|
2014
Q4 | $32.4M | Buy |
546,521
+1,033
| +0.2% | +$61.3K | 0.02% | 1220 |
|
|
2014
Q3 | $31.4M | Sell |
545,488
-21,554
| -4% | -$1.24M | 0.02% | 1113 |
|
|
2014
Q2 | $32.9M | Sell |
567,042
-6,038
| -1% | -$351K | 0.02% | 1102 |
|
|
2014
Q1 | $32.7M | Buy |
573,080
+5,298
| +0.9% | +$302K | 0.02% | 1028 |
|
|
2013
Q4 | $31.3M | Buy |
567,782
+45,041
| +9% | +$2.49M | 0.02% | 1024 |
|
|
2013
Q3 | $27.1M | Sell |
522,741
-1,940
| -0.4% | -$101K | 0.02% | 1059 |
|
|
2013
Q2 | $20M | Buy |
+524,681
| New | +$20M | 0.02% | 1286 |
|