MIS
Morningstar Investment Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.78M | Sell |
10,348
-15,403
| -60% | -$4.13M | 0.51% | 45 |
|
|
2024
Q4 | $8.61M | Sell |
25,751
-247,116
| -91% | -$82.6M | 0.78% | 32 |
|
|
2024
Q3 | $75.5M | Buy |
272,867
+62,734
| +30% | +$17.4M | 0.77% | 36 |
|
|
2024
Q2 | $53.1M | Buy |
210,133
+68,896
| +49% | +$17.4M | 0.58% | 45 |
|
|
2024
Q1 | $42.6M | Sell |
141,237
-140,733
| -50% | -$42.4M | 0.47% | 61 |
|
|
2023
Q4 | $74.9M | Buy |
281,970
+139,320
| +98% | +$37M | 0.42% | 65 |
|
|
2023
Q3 | $29M | Buy |
142,650
+566
| +0.4% | +$115K | 0.37% | 74 |
|
|
2023
Q2 | $30M | Sell |
142,084
-2,839
| -2% | -$599K | 0.39% | 76 |
|
|
2023
Q1 | $28.5M | Sell |
144,923
-5,276
| -4% | -$1.04M | 0.38% | 76 |
|
|
2022
Q4 | $20.8M | Buy |
150,199
+357
| +0.2% | +$49.4K | 0.28% | 94 |
|
|
2022
Q3 | $23.9M | Buy |
149,842
+132,430
| +761% | +$21.2M | 0.34% | 83 |
|
|
2022
Q2 | $2.97M | Buy |
17,412
+1,464
| +9% | +$250K | 0.04% | 134 |
|
|
2022
Q1 | $3.43M | Buy |
15,948
+3,387
| +27% | +$729K | 0.04% | 146 |
|
|
2021
Q4 | $3.19M | Buy |
12,561
+11,477
| +1,059% | +$2.92M | 0.04% | 155 |
|
|
2021
Q3 | $294K | Sell |
1,084
-12,883
| -92% | -$3.49M | ﹤0.01% | 204 |
|
|
2021
Q2 | $3.43M | Sell |
13,967
-15,221
| -52% | -$3.74M | 0.04% | 144 |
|
|
2021
Q1 | $6.13M | Buy |
+29,188
| New | +$6.13M | 0.08% | 139 |
|
|
2016
Q4 | – | Sell |
-13,971
| Closed | -$997K | – | 193 |
|
|
2016
Q3 | $997K | Sell |
13,971
-1,105
| -7% | -$78.9K | 0.03% | 166 |
|
|
2016
Q2 | $1.2M | Buy |
+15,076
| New | +$1.2M | 0.04% | 160 |
|