Mercer Global Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.8M | Sell |
142,108
-2,758
| -2% | -$752K | 0.08% | 122 |
|
|
2025
Q1 | $38.9M | Sell |
144,866
-64
| -0% | -$17.2K | 0.09% | 130 |
|
|
2024
Q4 | $48.5M | Sell |
144,930
-12,384
| -8% | -$4.14M | 0.12% | 101 |
|
|
2024
Q3 | $42.7M | Sell |
157,314
-12,792
| -8% | -$3.47M | 0.1% | 119 |
|
|
2024
Q2 | $38.2M | Buy |
170,106
+1,328
| +0.8% | +$298K | 0.1% | 118 |
|
|
2024
Q1 | $50.8M | Buy |
168,778
+94,384
| +127% | +$28.4M | 0.14% | 100 |
|
|
2023
Q4 | $19.6M | Buy |
74,394
+12,871
| +21% | +$3.39M | 0.06% | 196 |
|
|
2023
Q3 | $12.5M | Sell |
61,523
-6,760
| -10% | -$1.37M | 0.05% | 229 |
|
|
2023
Q2 | $14.4M | Buy |
68,283
+3,047
| +5% | +$644K | 0.06% | 216 |
|
|
2023
Q1 | $13M | Buy |
65,236
+1,843
| +3% | +$368K | 0.06% | 229 |
|
|
2022
Q4 | $8.41M | Buy |
63,393
+16,970
| +37% | +$2.25M | 0.04% | 307 |
|
|
2022
Q3 | $6.68M | Sell |
46,423
-3,652
| -7% | -$525K | 0.04% | 312 |
|
|
2022
Q2 | $8.27M | Sell |
50,075
-6,423
| -11% | -$1.06M | 0.05% | 257 |
|
|
2022
Q1 | $12M | Sell |
56,498
-2,178
| -4% | -$462K | 0.07% | 199 |
|
|
2021
Q4 | $14.9M | Buy |
58,676
+4,791
| +9% | +$1.22M | 0.09% | 167 |
|
|
2021
Q3 | $14.6M | Buy |
53,885
+7,058
| +15% | +$1.91M | 0.1% | 164 |
|
|
2021
Q2 | $11.4M | Buy |
46,827
+2,997
| +7% | +$732K | 0.09% | 172 |
|
|
2021
Q1 | $9.29M | Buy |
43,830
+16,493
| +60% | +$3.49M | 0.08% | 183 |
|
|
2020
Q4 | $6.08M | Buy |
27,337
+7,259
| +36% | +$1.62M | 0.08% | 195 |
|
|
2020
Q3 | $5.05M | Buy |
20,078
+1,198
| +6% | +$301K | 0.08% | 199 |
|
|
2020
Q2 | $3.54M | Buy |
18,880
+841
| +5% | +$158K | 0.06% | 219 |
|
|
2020
Q1 | $2.6M | Buy |
18,039
+3,741
| +26% | +$539K | 0.06% | 264 |
|
|
2019
Q4 | $2.33M | Buy |
14,298
+855
| +6% | +$139K | 0.05% | 305 |
|
|
2019
Q3 | $2M | Buy |
13,443
+926
| +7% | +$137K | 0.05% | 305 |
|
|
2019
Q2 | $1.9M | Sell |
12,517
-1,563
| -11% | -$237K | 0.05% | 297 |
|
|
2019
Q1 | $2.23M | Buy |
+14,080
| New | +$2.23M | 0.08% | 218 |
|