MML Investors 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 | $56.6M | Buy |
207,727
+20,272
| +11% | +$5.53M | 0.16% | 132 |
|
|
2025
Q1 | $50.3M | Buy |
187,455
+16,639
| +10% | +$4.47M | 0.17% | 130 |
|
|
2024
Q4 | $57.1M | Buy |
170,816
+16,023
| +10% | +$5.36M | 0.2% | 103 |
|
|
2024
Q3 | $42.4M | Buy |
154,793
+9,229
| +6% | +$2.53M | 0.15% | 147 |
|
|
2024
Q2 | $37.4M | Buy |
145,564
+14,263
| +11% | +$3.67M | 0.15% | 145 |
|
|
2024
Q1 | $39.5M | Buy |
131,301
+8,890
| +7% | +$2.68M | 0.16% | 143 |
|
|
2023
Q4 | $32.2M | Buy |
122,411
+25,903
| +27% | +$6.82M | 0.15% | 157 |
|
|
2023
Q3 | $19.6M | Buy |
96,508
+7,678
| +9% | +$1.56M | 0.11% | 197 |
|
|
2023
Q2 | $18.8M | Buy |
88,830
+13,135
| +17% | +$2.77M | 0.1% | 208 |
|
|
2023
Q1 | $15.1M | Sell |
75,695
-6,681
| -8% | -$1.33M | 0.11% | 212 |
|
|
2022
Q4 | $10.9M | Buy |
82,376
+9,272
| +13% | +$1.23M | 0.07% | 282 |
|
|
2022
Q3 | $10.5M | Sell |
73,104
-12,443
| -15% | -$1.79M | 0.08% | 255 |
|
|
2022
Q2 | $14.1M | Sell |
85,547
-2,744
| -3% | -$453K | 0.11% | 217 |
|
|
2022
Q1 | $18.7M | Buy |
88,291
+57
| +0.1% | +$12.1K | 0.13% | 169 |
|
|
2021
Q4 | $22.4M | Buy |
88,234
+8,024
| +10% | +$2.04M | 0.16% | 135 |
|
|
2021
Q3 | $21.8M | Buy |
80,210
+9,554
| +14% | +$2.59M | 0.17% | 129 |
|
|
2021
Q2 | $17.3M | Sell |
70,656
-5,506
| -7% | -$1.34M | 0.15% | 160 |
|
|
2021
Q1 | $16.1M | Buy |
76,162
+3,156
| +4% | +$669K | 0.15% | 151 |
|
|
2020
Q4 | $16.2M | Buy |
73,006
+11,263
| +18% | +$2.51M | 0.17% | 137 |
|
|
2020
Q3 | $15.5M | Sell |
61,743
-94
| -0.2% | -$23.6K | 0.19% | 125 |
|
|
2020
Q2 | $11.6M | Buy |
61,837
+19,340
| +46% | +$3.62M | 0.16% | 156 |
|
|
2020
Q1 | $6.12M | Sell |
42,497
-8,703
| -17% | -$1.25M | 0.11% | 201 |
|
|
2019
Q4 | $8.33M | Buy |
51,200
+8,066
| +19% | +$1.31M | 0.12% | 195 |
|
|
2019
Q3 | $6.4M | Sell |
43,134
-7,394
| -15% | -$1.1M | 0.1% | 209 |
|
|
2019
Q2 | $7.67M | Buy |
50,528
+6,463
| +15% | +$981K | 0.11% | 202 |
|
|
2019
Q1 | $6.98M | Buy |
44,065
+13,991
| +47% | +$2.22M | 0.11% | 198 |
|
|
2018
Q4 | $4.12M | Buy |
30,074
+11,941
| +66% | +$1.64M | 0.07% | 271 |
|
|
2018
Q3 | $2.88M | Buy |
18,133
+272
| +2% | +$43.3K | 0.05% | 340 |
|
|
2018
Q2 | $2.44M | Buy |
17,861
+5,545
| +45% | +$756K | 0.05% | 309 |
|
|
2018
Q1 | $1.43M | Sell |
12,316
-1,535
| -11% | -$178K | 0.03% | 431 |
|
|
2017
Q4 | $1.42M | Buy |
13,851
+746
| +6% | +$76.3K | 0.03% | 437 |
|
|
2017
Q3 | $1.22M | Buy |
13,105
+725
| +6% | +$67.7K | 0.03% | 445 |
|
|
2017
Q2 | $1.07M | Buy |
+12,380
| New | +$1.07M | 0.02% | 487 |
|