Northwestern Mutual Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151M | Buy |
555,351
+85,672
| +18% | +$23.4M | 0.11% | 89 |
|
|
2025
Q1 | $126M | Buy |
469,679
+153,852
| +49% | +$41.3M | 0.1% | 94 |
|
|
2024
Q4 | $106M | Sell |
315,827
-56,607
| -15% | -$18.9M | 0.09% | 106 |
|
|
2024
Q3 | $102M | Sell |
372,434
-21,050
| -5% | -$5.76M | 0.09% | 104 |
|
|
2024
Q2 | $101M | Buy |
393,484
+28,852
| +8% | +$7.42M | 0.1% | 99 |
|
|
2024
Q1 | $110M | Sell |
364,632
-26,572
| -7% | -$8M | 0.11% | 89 |
|
|
2023
Q4 | $103M | Buy |
391,204
+7,418
| +2% | +$1.95M | 0.12% | 89 |
|
|
2023
Q3 | $77.8M | Sell |
383,786
-753
| -0.2% | -$153K | 0.1% | 95 |
|
|
2023
Q2 | $81.2M | Buy |
384,539
+12,541
| +3% | +$2.65M | 0.11% | 97 |
|
|
2023
Q1 | $74.3M | Sell |
371,998
-87,076
| -19% | -$17.4M | 0.1% | 96 |
|
|
2022
Q4 | $60.9M | Sell |
459,074
-14,563
| -3% | -$1.93M | 0.09% | 109 |
|
|
2022
Q3 | $68.1M | Buy |
473,637
+135,238
| +40% | +$19.5M | 0.12% | 85 |
|
|
2022
Q2 | $55.8M | Buy |
338,399
+37,779
| +13% | +$6.24M | 0.1% | 102 |
|
|
2022
Q1 | $63.8M | Buy |
300,620
+17,720
| +6% | +$3.76M | 0.1% | 100 |
|
|
2021
Q4 | $71.9M | Buy |
282,900
+30,354
| +12% | +$7.71M | 0.12% | 88 |
|
|
2021
Q3 | $68.5M | Buy |
252,546
+23,093
| +10% | +$6.26M | 0.13% | 81 |
|
|
2021
Q2 | $56.1M | Buy |
229,453
+18,997
| +9% | +$4.64M | 0.11% | 95 |
|
|
2021
Q1 | $44.6M | Buy |
210,456
+14,576
| +7% | +$3.09M | 0.09% | 102 |
|
|
2020
Q4 | $43.6M | Buy |
195,880
+459
| +0.2% | +$102K | 0.1% | 96 |
|
|
2020
Q3 | $49.1M | Sell |
195,421
-2,279
| -1% | -$573K | 0.13% | 79 |
|
|
2020
Q2 | $37M | Buy |
197,700
+22,013
| +13% | +$4.12M | 0.11% | 84 |
|
|
2020
Q1 | $25.3M | Buy |
175,687
+12,582
| +8% | +$1.81M | 0.1% | 99 |
|
|
2019
Q4 | $26.5M | Sell |
163,105
-8,873
| -5% | -$1.44M | 0.09% | 98 |
|
|
2019
Q3 | $25.5M | Sell |
171,978
-1,245
| -0.7% | -$185K | 0.1% | 98 |
|
|
2019
Q2 | $26.3M | Buy |
173,223
+3,967
| +2% | +$602K | 0.11% | 94 |
|
|
2019
Q1 | $26.8M | Buy |
169,256
+43,056
| +34% | +$6.82M | 0.12% | 86 |
|
|
2018
Q4 | $17.3M | Buy |
126,200
+14,127
| +13% | +$1.93M | 0.09% | 113 |
|
|
2018
Q3 | $17.8M | Buy |
112,073
+6,243
| +6% | +$993K | 0.09% | 104 |
|
|
2018
Q2 | $14.4M | Buy |
105,830
+4,191
| +4% | +$572K | 0.08% | 122 |
|
|
2018
Q1 | $11.8M | Buy |
101,639
+17,663
| +21% | +$2.05M | 0.07% | 142 |
|
|
2017
Q4 | $8.59M | Buy |
83,976
+1,560
| +2% | +$159K | 0.05% | 164 |
|
|
2017
Q3 | $7.7M | Buy |
82,416
+3,713
| +5% | +$347K | 0.06% | 160 |
|
|
2017
Q2 | $6.82M | Buy |
78,703
+6,768
| +9% | +$586K | 0.05% | 165 |
|
|
2017
Q1 | $5.93M | Buy |
71,935
+8,781
| +14% | +$724K | 0.05% | 166 |
|
|
2016
Q4 | $4.32M | Buy |
+63,154
| New | +$4.32M | 0.05% | 184 |
|
|
2016
Q3 | – | Sell |
-7,711
| Closed | -$613K | – | 445 |
|
|
2016
Q2 | $613K | Sell |
7,711
-6,235
| -45% | -$496K | 0.01% | 368 |
|
|
2016
Q1 | $1.04M | Buy |
13,946
+7,067
| +103% | +$526K | 0.02% | 276 |
|
|
2015
Q4 | $538K | Buy |
6,879
+847
| +14% | +$66.2K | 0.01% | 340 |
|
|
2015
Q3 | $418K | Sell |
6,032
-27
| -0.4% | -$1.87K | 0.01% | 357 |
|
|
2015
Q2 | $422K | Buy |
6,059
+5,105
| +535% | +$356K | 0.01% | 349 |
|
|
2015
Q1 | $64K | Sell |
954
-443
| -32% | -$29.7K | ﹤0.01% | 607 |
|
|
2014
Q4 | $82K | Buy |
1,397
+213
| +18% | +$12.5K | ﹤0.01% | 560 |
|
|
2014
Q3 | $68K | Sell |
1,184
-1,502
| -56% | -$86.3K | ﹤0.01% | 552 |
|
|
2014
Q2 | $156K | Buy |
2,686
+276
| +11% | +$16K | 0.01% | 427 |
|
|
2014
Q1 | $137K | Sell |
2,410
-121
| -5% | -$6.88K | 0.01% | 429 |
|
|
2013
Q4 | $140K | Sell |
2,531
-687
| -21% | -$38K | 0.01% | 432 |
|
|
2013
Q3 | $167K | Buy |
3,218
+579
| +22% | +$30K | 0.01% | 387 |
|
|
2013
Q2 | $101K | Buy |
+2,639
| New | +$101K | 0.01% | 437 |
|