Osaic Holdings’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72M | Sell |
228,476
-21,028
| -8% | -$6.63M | 0.16% | 128 |
|
|
2025
Q1 | $67M | Sell |
249,504
-11,402
| -4% | -$3.06M | 0.15% | 129 |
|
|
2024
Q4 | $77.5M | Buy |
260,906
+20,165
| +8% | +$5.99M | 0.17% | 113 |
|
|
2024
Q3 | $65.9M | Buy |
240,741
+7,737
| +3% | +$2.12M | 0.15% | 133 |
|
|
2024
Q2 | $59.9M | Sell |
233,004
-19,782
| -8% | -$5.09M | 0.14% | 139 |
|
|
2024
Q1 | $76.1M | Sell |
252,786
-62,524
| -20% | -$18.8M | 0.17% | 119 |
|
|
2023
Q4 | $83M | Sell |
315,310
-80,063
| -20% | -$21.1M | 0.15% | 144 |
|
|
2023
Q3 | $80.2M | Buy |
395,373
+100,257
| +34% | +$20.3M | 0.12% | 161 |
|
|
2023
Q2 | $62.4M | Sell |
295,116
-5,075
| -2% | -$1.07M | 0.11% | 174 |
|
|
2023
Q1 | $59.8M | Buy |
300,191
+3,236
| +1% | +$645K | 0.11% | 175 |
|
|
2022
Q4 | $39.4M | Buy |
296,955
+19,400
| +7% | +$2.57M | 0.08% | 237 |
|
|
2022
Q3 | $39.9M | Buy |
277,555
+2,790
| +1% | +$401K | 0.09% | 206 |
|
|
2022
Q2 | $45.4M | Sell |
274,765
-16,237
| -6% | -$2.68M | 0.1% | 203 |
|
|
2022
Q1 | $58.4M | Buy |
291,002
+14,743
| +5% | +$2.96M | 0.11% | 177 |
|
|
2021
Q4 | $70.2M | Buy |
276,259
+7,259
| +3% | +$1.85M | 0.13% | 161 |
|
|
2021
Q3 | $73M | Buy |
269,000
+27,603
| +11% | +$7.49M | 0.15% | 136 |
|
|
2021
Q2 | $59M | Sell |
241,397
-9,561
| -4% | -$2.34M | 0.13% | 168 |
|
|
2021
Q1 | $53.2M | Sell |
250,958
-1,473
| -0.6% | -$312K | 0.13% | 171 |
|
|
2020
Q4 | $56.2M | Buy |
252,431
+28,008
| +12% | +$6.23M | 0.15% | 149 |
|
|
2020
Q3 | $55.9M | Buy |
224,423
+6,080
| +3% | +$1.51M | 0.17% | 128 |
|
|
2020
Q2 | $40.9M | Sell |
218,343
-904,352
| -81% | -$169M | 0.14% | 155 |
|
|
2020
Q1 | $26.9M | Buy |
+1,122,695
| New | +$26.9M | 0.11% | 189 |
|