Morningstar Investment Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.78M | Sell |
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|
2024
Q4 | $8.61M | Sell |
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|
2024
Q3 | $75.5M | Buy |
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|
2024
Q2 | $53.1M | Buy |
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|
2024
Q1 | $42.6M | Sell |
|
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|
2023
Q4 | $74.9M | Buy |
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|
2023
Q3 | $29M | Buy |
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|
2023
Q2 | $30M | Sell |
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|
2023
Q1 | $28.5M | Sell |
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|
2022
Q4 | $20.8M | Buy |
|
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|
2022
Q3 | $23.9M | Buy |
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|
2022
Q2 | $2.97M | Buy |
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|
2022
Q1 | $3.43M | Buy |
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|
2021
Q4 | $3.19M | Buy |
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|
2021
Q3 | $294K | Sell |
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|
2021
Q2 | $3.43M | Sell |
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|
2021
Q1 | $6.13M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $997K | Sell |
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|
2016
Q2 | $1.2M | Buy |
|