EI
Ethic Inc’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1M | Sell |
102,834
-1,831
| -2% | -$501K | 0.5% | 23 |
|
|
2025
Q1 | $28.3M | Buy |
104,665
+5,161
| +5% | +$1.39M | 0.57% | 19 |
|
|
2024
Q4 | $33.3M | Buy |
99,504
+15,921
| +19% | +$5.32M | 0.67% | 15 |
|
|
2024
Q3 | $25.2M | Sell |
83,583
-4,842
| -5% | -$1.46M | 0.64% | 15 |
|
|
2024
Q2 | $22.7M | Buy |
88,425
+4,842
| +6% | +$1.24M | 0.53% | 20 |
|
|
2024
Q1 | $25.2M | Buy |
83,583
+5,964
| +8% | +$1.8M | 0.64% | 15 |
|
|
2023
Q4 | $20.4M | Buy |
77,619
+5,480
| +8% | +$1.44M | 0.6% | 20 |
|
|
2023
Q3 | $14.6M | Buy |
72,139
+8,480
| +13% | +$1.72M | 0.51% | 23 |
|
|
2023
Q2 | $13.4M | Buy |
63,659
+8,395
| +15% | +$1.77M | 0.5% | 28 |
|
|
2023
Q1 | $11M | Buy |
55,264
+22,112
| +67% | +$4.42M | 0.45% | 33 |
|
|
2022
Q4 | $4.4M | Sell |
33,152
-9,988
| -23% | -$1.32M | 0.24% | 108 |
|
|
2022
Q3 | $6.21M | Buy |
43,140
+375
| +0.9% | +$53.9K | 0.42% | 38 |
|
|
2022
Q2 | $7.06M | Buy |
42,765
+5,365
| +14% | +$885K | 0.49% | 30 |
|
|
2022
Q1 | $7.94M | Buy |
37,400
+5,936
| +19% | +$1.26M | 0.55% | 23 |
|
|
2021
Q4 | $8M | Buy |
31,464
+4,337
| +16% | +$1.1M | 0.62% | 20 |
|
|
2021
Q3 | $7.36M | Buy |
27,127
+4,908
| +22% | +$1.33M | 0.75% | 16 |
|
|
2021
Q2 | $5.43M | Buy |
22,219
+5,821
| +35% | +$1.42M | 0.66% | 25 |
|
|
2021
Q1 | $3.47M | Buy |
16,398
+3,934
| +32% | +$833K | 0.62% | 29 |
|
|
2020
Q4 | $2.77M | Buy |
12,464
+2,253
| +22% | +$501K | 0.73% | 19 |
|
|
2020
Q3 | $2.57M | Buy |
10,211
+3,271
| +47% | +$822K | 0.98% | 15 |
|
|
2020
Q2 | $1.3M | Buy |
6,940
+1,735
| +33% | +$325K | 0.74% | 28 |
|
|
2020
Q1 | $749K | Buy |
5,205
+1,007
| +24% | +$145K | 0.63% | 42 |
|
|
2019
Q4 | $683K | Buy |
+4,198
| New | +$683K | 0.5% | 56 |
|