Meeder Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Sell |
17,125
-695
| -4% | -$190K | 0.24% | 60 |
|
|
2025
Q1 | $4.78M | Buy |
17,820
+653
| +4% | +$175K | 0.29% | 52 |
|
|
2024
Q4 | $5.74M | Buy |
17,167
+1,232
| +8% | +$412K | 0.36% | 40 |
|
|
2024
Q3 | $4.36M | Sell |
15,935
-162
| -1% | -$44.3K | 0.28% | 56 |
|
|
2024
Q2 | $4.14M | Buy |
16,097
+4,362
| +37% | +$1.12M | 0.29% | 50 |
|
|
2024
Q1 | $3.53M | Buy |
11,735
+713
| +6% | +$215K | 0.36% | 41 |
|
|
2023
Q4 | $2.9M | Buy |
11,022
+219
| +2% | +$57.6K | 0.33% | 48 |
|
|
2023
Q3 | $2.19M | Sell |
10,803
-1,592
| -13% | -$323K | 0.28% | 61 |
|
|
2023
Q2 | $2.62M | Buy |
12,395
+831
| +7% | +$176K | 0.28% | 56 |
|
|
2023
Q1 | $2.31M | Buy |
11,564
+2,408
| +26% | +$481K | 0.27% | 62 |
|
|
2022
Q4 | $1.21M | Buy |
+9,156
| New | +$1.21M | 0.15% | 120 |
|