Gateway Investment Advisers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37M | Sell |
135,766
-58,723
| -30% | -$16M | 0.4% | 63 |
|
|
2025
Q1 | $52.2M | Buy |
194,489
+14,649
| +8% | +$3.93M | 0.6% | 37 |
|
|
2024
Q4 | $60.1M | Sell |
179,840
-2,241
| -1% | -$749K | 0.67% | 28 |
|
|
2024
Q3 | $49.8M | Sell |
182,081
-478
| -0.3% | -$131K | 0.55% | 44 |
|
|
2024
Q2 | $46.9M | Sell |
182,559
-4,927
| -3% | -$1.27M | 0.53% | 48 |
|
|
2024
Q1 | $56.5M | Sell |
187,486
-612
| -0.3% | -$184K | 0.64% | 35 |
|
|
2023
Q4 | $49.5M | Sell |
188,098
-61,989
| -25% | -$16.3M | 0.58% | 39 |
|
|
2023
Q3 | $50.7M | Buy |
250,087
+37,986
| +18% | +$7.7M | 0.64% | 35 |
|
|
2023
Q2 | $44.8M | Sell |
212,101
-52,529
| -20% | -$11.1M | 0.53% | 48 |
|
|
2023
Q1 | $52.9M | Buy |
264,630
+77,019
| +41% | +$15.4M | 0.65% | 37 |
|
|
2022
Q4 | $24.9M | Sell |
187,611
-92,953
| -33% | -$12.3M | 0.31% | 90 |
|
|
2022
Q3 | $40.4M | Sell |
280,564
-41,611
| -13% | -$5.99M | 0.5% | 53 |
|
|
2022
Q2 | $53.2M | Buy |
322,175
+48,768
| +18% | +$8.05M | 0.6% | 40 |
|
|
2022
Q1 | $58.1M | Sell |
273,407
-5,301
| -2% | -$1.13M | 0.57% | 41 |
|
|
2021
Q4 | $70.8M | Buy |
278,708
+34,164
| +14% | +$8.68M | 0.68% | 35 |
|
|
2021
Q3 | $66.3M | Sell |
244,544
-98
| -0% | -$26.6K | 0.69% | 32 |
|
|
2021
Q2 | $59.8M | Buy |
244,642
+15,977
| +7% | +$3.9M | 0.61% | 40 |
|
|
2021
Q1 | $48.4M | Sell |
228,665
-68,781
| -23% | -$14.6M | 0.52% | 54 |
|
|
2020
Q4 | $66.2M | Sell |
297,446
-29,491
| -9% | -$6.56M | 0.73% | 34 |
|
|
2020
Q3 | $82.2M | Buy |
326,937
+259,632
| +386% | +$65.3M | 0.95% | 21 |
|
|
2020
Q2 | $12.6M | Sell |
67,305
-5,143
| -7% | -$963K | 0.15% | 133 |
|
|
2020
Q1 | $10.4M | Sell |
72,448
-8,595
| -11% | -$1.24M | 0.13% | 141 |
|
|
2019
Q4 | $13.2M | Sell |
81,043
-814
| -1% | -$132K | 0.13% | 162 |
|
|
2019
Q3 | $12.2M | Sell |
81,857
-23,708
| -22% | -$3.52M | 0.12% | 165 |
|
|
2019
Q2 | $16M | Sell |
105,565
-4,287
| -4% | -$650K | 0.14% | 150 |
|
|
2019
Q1 | $17.4M | Sell |
109,852
-9,167
| -8% | -$1.45M | 0.15% | 143 |
|
|
2018
Q4 | $16.3M | Buy |
119,019
+7,122
| +6% | +$975K | 0.15% | 143 |
|
|
2018
Q3 | $17.8M | Buy |
111,897
+2,740
| +3% | +$436K | 0.15% | 148 |
|
|
2018
Q2 | $14.9M | Sell |
109,157
-4,736
| -4% | -$646K | 0.13% | 164 |
|
|
2018
Q1 | $13.2M | Sell |
113,893
-7,894
| -6% | -$918K | 0.12% | 173 |
|
|
2017
Q4 | $12.5M | Sell |
121,787
-3,264
| -3% | -$334K | 0.11% | 183 |
|
|
2017
Q3 | $11.7M | Sell |
125,051
-50
| -0% | -$4.67K | 0.1% | 183 |
|
|
2017
Q2 | $10.8M | Sell |
125,101
-179
| -0.1% | -$15.5K | 0.1% | 181 |
|
|
2017
Q1 | $10.3M | Buy |
125,280
+9,465
| +8% | +$781K | 0.09% | 194 |
|
|
2016
Q4 | $7.93M | Sell |
115,815
-942
| -0.8% | -$64.5K | 0.07% | 213 |
|
|
2016
Q3 | $8.33M | Sell |
116,757
-146
| -0.1% | -$10.4K | 0.07% | 218 |
|
|
2016
Q2 | $9.28M | Buy |
116,903
+3,194
| +3% | +$254K | 0.08% | 210 |
|
|
2016
Q1 | $8.4M | Sell |
113,709
-12,801
| -10% | -$945K | 0.07% | 222 |
|
|
2015
Q4 | $9.92M | Buy |
126,510
+1,240
| +1% | +$97.2K | 0.08% | 208 |
|
|
2015
Q3 | $8.7M | Sell |
125,270
-1,394
| -1% | -$96.8K | 0.08% | 215 |
|
|
2015
Q2 | $8.82M | Buy |
126,664
+108
| +0.1% | +$7.52K | 0.07% | 218 |
|
|
2015
Q1 | $8.46M | Buy |
126,556
+22,783
| +22% | +$1.52M | 0.07% | 223 |
|
|
2014
Q4 | $6.16M | Sell |
103,773
-17,451
| -14% | -$1.04M | 0.05% | 247 |
|
|
2014
Q3 | $6.97M | Buy |
121,224
+1,507
| +1% | +$86.7K | 0.06% | 241 |
|
|
2014
Q2 | $6.95M | Buy |
119,717
+10,126
| +9% | +$588K | 0.05% | 243 |
|
|
2014
Q1 | $6.26M | Sell |
109,591
-4,952
| -4% | -$283K | 0.05% | 250 |
|
|
2013
Q4 | $6.32M | Sell |
114,543
-1,514
| -1% | -$83.6K | 0.05% | 246 |
|
|
2013
Q3 | $6.03M | Buy |
116,057
+4,310
| +4% | +$224K | 0.05% | 242 |
|
|
2013
Q2 | $4.27M | Buy |
+111,747
| New | +$4.27M | 0.04% | 276 |
|