Nisa Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55M | Sell |
201,450
-27,050
| -12% | -$7.39M | 0.25% | 60 |
|
|
2025
Q1 | $61.3M | Buy |
228,500
+21,049
| +10% | +$5.65M | 0.31% | 49 |
|
|
2024
Q4 | $69.4M | Buy |
207,451
+10,394
| +5% | +$3.48M | 0.27% | 52 |
|
|
2024
Q3 | $54M | Sell |
197,057
-1,071
| -0.5% | -$294K | 0.32% | 60 |
|
|
2024
Q2 | $50.9M | Sell |
198,128
-8,225
| -4% | -$2.11M | 0.32% | 55 |
|
|
2024
Q1 | $62.2M | Buy |
206,353
+4,777
| +2% | +$1.44M | 0.4% | 44 |
|
|
2023
Q4 | $53M | Sell |
201,576
-38
| -0% | -$10K | 0.38% | 50 |
|
|
2023
Q3 | $40.9M | Sell |
201,614
-18,576
| -8% | -$3.77M | 0.31% | 58 |
|
|
2023
Q2 | $46.5M | Buy |
220,190
+5,588
| +3% | +$1.18M | 0.34% | 54 |
|
|
2023
Q1 | $42.9M | Buy |
214,602
+31,588
| +17% | +$6.31M | 0.34% | 65 |
|
|
2022
Q4 | $24.3M | Sell |
183,014
-26,049
| -12% | -$3.45M | 0.19% | 122 |
|
|
2022
Q3 | $30.3M | Buy |
209,063
+5,666
| +3% | +$821K | 0.26% | 81 |
|
|
2022
Q2 | $33.6M | Buy |
203,397
+2,159
| +1% | +$356K | 0.29% | 72 |
|
|
2022
Q1 | $42.7M | Buy |
201,238
+8,450
| +4% | +$1.79M | 0.3% | 73 |
|
|
2021
Q4 | $44.8M | Sell |
192,788
-8,302
| -4% | -$1.93M | 0.34% | 68 |
|
|
2021
Q3 | $54.5K | Buy |
201,090
+1,300
| +0.7% | +$353 | 0.33% | 63 |
|
|
2021
Q2 | $48.8K | Sell |
199,790
-7,269
| -4% | -$1.78K | 0.3% | 67 |
|
|
2021
Q1 | $43.9K | Sell |
207,059
-47,640
| -19% | -$10.1K | 0.28% | 74 |
|
|
2020
Q4 | $56.7M | Buy |
254,699
+40,555
| +19% | +$9.02M | 0.36% | 63 |
|
|
2020
Q3 | $53.8M | Buy |
214,144
+8,215
| +4% | +$2.06M | 0.43% | 46 |
|
|
2020
Q2 | $38.6M | Buy |
205,929
+2,051
| +1% | +$384K | 0.35% | 62 |
|
|
2020
Q1 | $29.4M | Buy |
203,878
+6,920
| +4% | +$996K | 0.33% | 67 |
|
|
2019
Q4 | $32M | Sell |
196,958
-17,650
| -8% | -$2.87M | 0.27% | 79 |
|
|
2019
Q3 | $31.9M | Buy |
214,608
+15,354
| +8% | +$2.28M | 0.28% | 73 |
|
|
2019
Q2 | $30.2M | Buy |
199,254
+1,372
| +0.7% | +$208K | 0.29% | 78 |
|
|
2019
Q1 | $31.3M | Buy |
197,882
+5,100
| +3% | +$808K | 0.31% | 72 |
|
|
2018
Q4 | $26.4M | Sell |
192,782
-12,452
| -6% | -$1.71M | 0.29% | 77 |
|
|
2018
Q3 | $32.6M | Buy |
205,234
+22,450
| +12% | +$3.57M | 0.3% | 74 |
|
|
2018
Q2 | $24.9M | Buy |
182,784
+336
| +0.2% | +$45.8K | 0.26% | 85 |
|
|
2018
Q1 | $21.2M | Buy |
182,448
+700
| +0.4% | +$81.4K | 0.22% | 104 |
|
|
2017
Q4 | $18.6M | Buy |
181,748
+3,300
| +2% | +$337K | 0.19% | 123 |
|
|
2017
Q3 | $16.7M | Buy |
178,448
+5,051
| +3% | +$472K | 0.19% | 128 |
|
|
2017
Q2 | $15.1M | Buy |
173,397
+1,032
| +0.6% | +$90K | 0.18% | 140 |
|
|
2017
Q1 | $14.2M | Sell |
172,365
-3,245
| -2% | -$268K | 0.17% | 143 |
|
|
2016
Q4 | $12M | Buy |
175,610
+24,445
| +16% | +$1.67M | 0.15% | 164 |
|
|
2016
Q3 | $10.8M | Sell |
151,165
-14,903
| -9% | -$1.06M | 0.14% | 173 |
|
|
2016
Q2 | $13.2M | Buy |
166,068
+20,620
| +14% | +$1.64M | 0.18% | 132 |
|
|
2016
Q1 | $10.7M | Sell |
145,448
-2,300
| -2% | -$170K | 0.15% | 153 |
|
|
2015
Q4 | $11.6M | Buy |
147,748
+900
| +0.6% | +$70.6K | 0.17% | 140 |
|
|
2015
Q3 | $10.2M | Sell |
146,848
-2,720
| -2% | -$189K | 0.16% | 146 |
|
|
2015
Q2 | $10.4M | Buy |
149,568
+3,346
| +2% | +$233K | 0.15% | 152 |
|
|
2015
Q1 | $9.77M | Buy |
146,222
+500
| +0.3% | +$33.4K | 0.13% | 160 |
|
|
2014
Q4 | $8.64M | Buy |
145,722
+900
| +0.6% | +$53.4K | 0.12% | 180 |
|
|
2014
Q3 | $8.33M | Buy |
144,822
+1,000
| +0.7% | +$57.5K | 0.12% | 172 |
|
|
2014
Q2 | $8.35M | Sell |
143,822
-3,154
| -2% | -$183K | 0.12% | 177 |
|
|
2014
Q1 | $8.39M | Hold |
146,976
| – | – | 0.12% | 173 |
|
|
2013
Q4 | $8.11M | Sell |
146,976
-7,221
| -5% | -$398K | 0.12% | 174 |
|
|
2013
Q3 | $8M | Sell |
154,197
-17,600
| -10% | -$914K | 0.12% | 165 |
|
|
2013
Q2 | $6.56M | Buy |
+171,797
| New | +$6.56M | 0.1% | 195 |
|