Equitable Holdings’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.45M | Buy |
30,998
+4,457
| +17% | +$1.22M | 0.07% | 231 |
|
|
2025
Q1 | $7.12M | Buy |
26,541
+2,389
| +10% | +$641K | 0.07% | 235 |
|
|
2024
Q4 | $8.07M | Buy |
24,152
+1,287
| +6% | +$430K | 0.08% | 208 |
|
|
2024
Q3 | $6.26M | Buy |
22,865
+3,501
| +18% | +$958K | 0.06% | 240 |
|
|
2024
Q2 | $4.98M | Buy |
19,364
+3,100
| +19% | +$797K | 0.05% | 263 |
|
|
2024
Q1 | $4.9M | Buy |
16,264
+1,959
| +14% | +$590K | 0.06% | 245 |
|
|
2023
Q4 | $3.76M | Buy |
14,305
+837
| +6% | +$220K | 0.05% | 270 |
|
|
2023
Q3 | $2.73M | Buy |
13,468
+845
| +7% | +$171K | 0.04% | 290 |
|
|
2023
Q2 | $2.67M | Buy |
12,623
+1,101
| +10% | +$233K | 0.04% | 291 |
|
|
2023
Q1 | $2.3M | Sell |
11,522
-221
| -2% | -$44.2K | 0.04% | 294 |
|
|
2022
Q4 | $1.56M | Buy |
11,743
+2,650
| +29% | +$351K | 0.03% | 344 |
|
|
2022
Q3 | $1.31M | Buy |
9,093
+821
| +10% | +$118K | 0.03% | 342 |
|
|
2022
Q2 | $1.37M | Buy |
8,272
+714
| +9% | +$118K | 0.03% | 331 |
|
|
2022
Q1 | $1.61M | Sell |
7,558
-430
| -5% | -$91.3K | 0.03% | 319 |
|
|
2021
Q4 | $2.03M | Buy |
7,988
+1,033
| +15% | +$263K | 0.03% | 277 |
|
|
2021
Q3 | $1.89M | Sell |
6,955
-579
| -8% | -$157K | 0.03% | 271 |
|
|
2021
Q2 | $1.84M | Sell |
7,534
-1,124
| -13% | -$275K | 0.03% | 269 |
|
|
2021
Q1 | $1.83M | Buy |
8,658
+3,398
| +65% | +$720K | 0.04% | 260 |
|
|
2020
Q4 | $1.17M | Buy |
5,260
+1,783
| +51% | +$397K | 0.03% | 295 |
|
|
2020
Q3 | $874K | Hold |
3,477
| – | – | 0.02% | 327 |
|
|
2020
Q2 | $651K | Buy |
3,477
+79
| +2% | +$14.8K | 0.02% | 362 |
|
|
2020
Q1 | $489K | Sell |
3,398
-436
| -11% | -$62.7K | 0.02% | 370 |
|
|
2019
Q4 | $624K | Buy |
+3,834
| New | +$624K | 0.02% | 367 |
|