Financial Engines Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
5,267
+419
| +9% | +$114K | ﹤0.01% | 250 |
|
|
2025
Q1 | $1.3M | Sell |
4,848
-408
| -8% | -$109K | ﹤0.01% | 229 |
|
|
2024
Q4 | $1.76M | Buy |
5,256
+3,351
| +176% | +$1.12M | ﹤0.01% | 207 |
|
|
2024
Q3 | $522K | Sell |
1,905
-7,646
| -80% | -$2.1M | ﹤0.01% | 276 |
|
|
2024
Q2 | $2.46M | Sell |
9,551
-232
| -2% | -$59.7K | 0.01% | 161 |
|
|
2024
Q1 | $2.95M | Buy |
9,783
+1,593
| +19% | +$480K | 0.01% | 140 |
|
|
2023
Q4 | $2.16M | Buy |
8,190
+63
| +0.8% | +$16.6K | 0.01% | 142 |
|
|
2023
Q3 | $1.65M | Buy |
8,127
+71
| +0.9% | +$14.4K | ﹤0.01% | 138 |
|
|
2023
Q2 | $1.7M | Sell |
8,056
-212
| -3% | -$44.8K | ﹤0.01% | 144 |
|
|
2023
Q1 | $1.65M | Sell |
8,268
-963
| -10% | -$192K | ﹤0.01% | 148 |
|
|
2022
Q4 | $1.22M | Buy |
9,231
+175
| +2% | +$23.2K | ﹤0.01% | 153 |
|
|
2022
Q3 | $1.3M | Buy |
9,056
+241
| +3% | +$34.6K | ﹤0.01% | 137 |
|
|
2022
Q2 | $1.45M | Buy |
8,815
+268
| +3% | +$44.2K | ﹤0.01% | 133 |
|
|
2022
Q1 | $1.82M | Buy |
+8,547
| New | +$1.82M | ﹤0.01% | 121 |
|
|
2018
Q4 | – | Sell |
-7
| Closed | -$1K | – | 119 |
|
|
2018
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 150 |
|
|
2018
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 134 |
|