Kayne Anderson Rudnick Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Buy |
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|
2025
Q1 | $650K | Buy |
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|
2024
Q4 | $450K | Buy |
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|
2024
Q3 | $271K | Hold |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $144K | Hold |
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|
2023
Q2 | $150K | Buy |
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|
2023
Q1 | $137K | Buy |
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|
2022
Q4 | $89.9K | Hold |
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|
2022
Q3 | $98K | Sell |
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|
2022
Q2 | $113K | Sell |
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|
2022
Q1 | $156K | Sell |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q3 | $218K | Buy |
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|
2021
Q2 | $133K | Hold |
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|
2021
Q1 | $115K | Buy |
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|
2020
Q4 | $89K | Buy |
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|
2020
Q3 | $60K | Sell |
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|
2020
Q2 | $54K | Hold |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | $14K | Buy |
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|
2019
Q3 | $11K | Buy |
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|
2019
Q2 | $8K | Buy |
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