Meeder Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
2,012
-42
| -2% | -$11.5K | 0.03% | 170 |
|
|
2025
Q1 | $551K | Buy |
2,054
+103
| +5% | +$27.6K | 0.04% | 173 |
|
|
2024
Q4 | $652K | Buy |
1,951
+1,285
| +193% | +$430K | 0.05% | 139 |
|
|
2024
Q3 | $182K | Buy |
666
+268
| +67% | +$73.4K | 0.01% | 230 |
|
|
2024
Q2 | $102K | Sell |
398
-1,716
| -81% | -$441K | 0.01% | 261 |
|
|
2024
Q1 | $637K | Sell |
2,114
-5,081
| -71% | -$1.53M | 0.04% | 191 |
|
|
2023
Q4 | $1.89M | Buy |
7,195
+5,737
| +393% | +$1.51M | 0.15% | 120 |
|
|
2023
Q3 | $296K | Sell |
1,458
-88
| -6% | -$17.8K | 0.02% | 218 |
|
|
2023
Q2 | $327K | Buy |
1,546
+28
| +2% | +$5.92K | 0.02% | 225 |
|
|
2023
Q1 | $303K | Buy |
+1,518
| New | +$303K | 0.02% | 241 |
|
|
2022
Q4 | – | Sell |
-9,609
| Closed | -$1.38M | – | 1047 |
|
|
2022
Q3 | $1.38M | Buy |
9,609
+346
| +4% | +$49.8K | 0.08% | 193 |
|
|
2022
Q2 | $1.53M | Buy |
9,263
+832
| +10% | +$137K | 0.09% | 183 |
|
|
2022
Q1 | $1.79M | Sell |
8,431
-12,544
| -60% | -$2.66M | 0.09% | 169 |
|
|
2021
Q4 | $5.33M | Sell |
20,975
-7,939
| -27% | -$2.02M | 0.54% | 38 |
|
|
2021
Q3 | $7.84M | Buy |
28,914
+669
| +2% | +$181K | 0.41% | 63 |
|
|
2021
Q2 | $6.9M | Sell |
28,245
-442
| -2% | -$108K | 0.32% | 74 |
|
|
2021
Q1 | $6.06M | Buy |
28,687
+24,439
| +575% | +$5.16M | 0.31% | 74 |
|
|
2020
Q4 | $945K | Sell |
4,248
-25,733
| -86% | -$5.72M | 0.21% | 88 |
|
|
2020
Q3 | $7.54M | Sell |
29,981
-3,057
| -9% | -$768K | 0.49% | 43 |
|
|
2020
Q2 | $6.19M | Buy |
33,038
+29,974
| +978% | +$5.62M | 0.4% | 56 |
|
|
2020
Q1 | $441K | Buy |
3,064
+395
| +15% | +$56.9K | 0.03% | 358 |
|
|
2019
Q4 | $434K | Buy |
2,669
+309
| +13% | +$50.2K | 0.03% | 427 |
|
|
2019
Q3 | $351K | Buy |
2,360
+499
| +27% | +$74.2K | 0.02% | 470 |
|
|
2019
Q2 | $283K | Buy |
1,861
+1,374
| +282% | +$209K | 0.02% | 506 |
|
|
2019
Q1 | $78K | Buy |
+487
| New | +$78K | 0.01% | 764 |
|
|
2016
Q4 | – | Sell |
-10,572
| Closed | -$754K | – | 993 |
|
|
2016
Q3 | $754K | Sell |
10,572
-5,857
| -36% | -$418K | 0.06% | 313 |
|
|
2016
Q2 | $1.3M | Buy |
16,429
+5,681
| +53% | +$451K | 0.12% | 182 |
|
|
2016
Q1 | $793K | Buy |
10,748
+9,393
| +693% | +$693K | 0.07% | 259 |
|
|
2015
Q4 | $106K | Hold |
1,355
| – | – | 0.01% | 620 |
|
|
2015
Q3 | $94K | Buy |
+1,355
| New | +$94K | 0.01% | 601 |
|