Gradient Investments’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
44,824
+541
| +1% | +$148K | 0.22% | 132 |
|
|
2025
Q1 | $11.9M | Buy |
44,283
+1,466
| +3% | +$393K | 0.24% | 127 |
|
|
2024
Q4 | $14.3M | Sell |
42,817
-9,357
| -18% | -$3.13M | 0.29% | 98 |
|
|
2024
Q3 | $14.3M | Buy |
52,174
+49,533
| +1,876% | +$13.6M | 0.3% | 106 |
|
|
2024
Q2 | $679K | Sell |
2,641
-42,314
| -94% | -$10.9M | 0.02% | 206 |
|
|
2024
Q1 | $13.5M | Buy |
44,955
+42,714
| +1,906% | +$12.9M | 0.31% | 114 |
|
|
2023
Q4 | $590K | Sell |
2,241
-303
| -12% | -$79.7K | 0.01% | 224 |
|
|
2023
Q3 | $516K | Buy |
2,544
+98
| +4% | +$19.9K | 0.01% | 222 |
|
|
2023
Q2 | $517K | Buy |
2,446
+840
| +52% | +$177K | 0.01% | 222 |
|
|
2023
Q1 | $321K | Sell |
1,606
-1,239
| -44% | -$248K | 0.01% | 261 |
|
|
2022
Q4 | $377K | Sell |
2,845
-54,639
| -95% | -$7.24M | 0.01% | 252 |
|
|
2022
Q3 | $8.27M | Buy |
57,484
+54,572
| +1,874% | +$7.85M | 0.25% | 115 |
|
|
2022
Q2 | $481K | Buy |
2,912
+91
| +3% | +$15K | 0.01% | 221 |
|
|
2022
Q1 | $599K | Buy |
2,821
+962
| +52% | +$204K | 0.02% | 200 |
|
|
2021
Q4 | $472K | Sell |
1,859
-758
| -29% | -$192K | 0.01% | 221 |
|
|
2021
Q3 | $710K | Buy |
2,617
+10
| +0.4% | +$2.71K | 0.02% | 188 |
|
|
2021
Q2 | $637K | Sell |
2,607
-15
| -0.6% | -$3.67K | 0.02% | 186 |
|
|
2021
Q1 | $555K | Buy |
2,622
+1,167
| +80% | +$247K | 0.02% | 209 |
|
|
2020
Q4 | $366K | Hold |
1,455
| – | – | 0.02% | 217 |
|
|
2020
Q3 | $366K | Sell |
1,455
-14
| -1% | -$3.52K | 0.02% | 217 |
|
|
2020
Q2 | $275K | Sell |
1,469
-19,967
| -93% | -$3.74M | 0.01% | 222 |
|
|
2020
Q1 | $3.09M | Buy |
21,436
+4,233
| +25% | +$609K | 0.17% | 108 |
|
|
2019
Q4 | $2.8M | Buy |
17,203
+308
| +2% | +$50.1K | 0.12% | 115 |
|
|
2019
Q3 | $2.51M | Buy |
16,895
+3,124
| +23% | +$464K | 0.12% | 117 |
|
|
2019
Q2 | $2.09M | Buy |
13,771
+8,081
| +142% | +$1.23M | 0.11% | 116 |
|
|
2019
Q1 | $901K | Sell |
5,690
-478
| -8% | -$75.7K | 0.06% | 145 |
|
|
2018
Q4 | $845K | Sell |
6,168
-1,500
| -20% | -$205K | 0.05% | 135 |
|
|
2018
Q3 | $1.22M | Buy |
7,668
+437
| +6% | +$69.5K | 0.06% | 143 |
|
|
2018
Q2 | $986K | Buy |
7,231
+1,455
| +25% | +$198K | 0.05% | 142 |
|
|
2018
Q1 | $672K | Buy |
5,776
+930
| +19% | +$108K | 0.04% | 154 |
|
|
2017
Q4 | $495K | Buy |
4,846
+808
| +20% | +$82.5K | 0.03% | 185 |
|
|
2017
Q3 | $377K | Sell |
4,038
-118
| -3% | -$11K | 0.02% | 182 |
|
|
2017
Q2 | $360K | Buy |
4,156
+204
| +5% | +$17.7K | 0.03% | 182 |
|
|
2017
Q1 | $326K | Sell |
3,952
-423
| -10% | -$34.9K | 0.02% | 158 |
|
|
2016
Q4 | $300K | Sell |
4,375
-210
| -5% | -$14.4K | 0.03% | 160 |
|
|
2016
Q3 | $327K | Sell |
4,585
-24
| -0.5% | -$1.71K | 0.03% | 152 |
|
|
2016
Q2 | $366K | Sell |
4,609
-359
| -7% | -$28.5K | 0.04% | 133 |
|
|
2016
Q1 | $367K | Sell |
4,968
-67
| -1% | -$4.95K | 0.05% | 125 |
|
|
2015
Q4 | $395K | Sell |
5,035
-143
| -3% | -$11.2K | 0.05% | 133 |
|
|
2015
Q3 | $360K | Buy |
+5,178
| New | +$360K | 0.05% | 131 |
|