PAI
Pittenger & Anderson Inc’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Sell |
85,968
-468
| -0.5% | -$128K | 0.86% | 30 |
|
|
2025
Q1 | $23.2M | Buy |
86,436
+274
| +0.3% | +$73.5K | 0.85% | 26 |
|
|
2024
Q4 | $28.8M | Buy |
86,162
+416
| +0.5% | +$139K | 1.05% | 20 |
|
|
2024
Q3 | $23.5M | Buy |
85,746
+72
| +0.1% | +$19.7K | 0.88% | 27 |
|
|
2024
Q2 | $22M | Buy |
85,674
+558
| +0.7% | +$143K | 0.91% | 23 |
|
|
2024
Q1 | $25.6M | Buy |
85,116
+288
| +0.3% | +$86.7K | 1.04% | 20 |
|
|
2023
Q4 | $22.3M | Buy |
84,828
+441
| +0.5% | +$116K | 1% | 22 |
|
|
2023
Q3 | $17.1M | Buy |
84,387
+245
| +0.3% | +$49.7K | 0.86% | 28 |
|
|
2023
Q2 | $17.8M | Sell |
84,142
-47
| -0.1% | -$9.93K | 0.86% | 28 |
|
|
2023
Q1 | $16.8M | Sell |
84,189
-3,472
| -4% | -$694K | 0.87% | 28 |
|
|
2022
Q4 | $11.6M | Sell |
87,661
-3,281
| -4% | -$435K | 0.64% | 49 |
|
|
2022
Q3 | $13.1M | Sell |
90,942
-453
| -0.5% | -$65.2K | 0.79% | 35 |
|
|
2022
Q2 | $15.1M | Sell |
91,395
-3,301
| -3% | -$545K | 0.88% | 27 |
|
|
2022
Q1 | $20.1M | Buy |
94,696
+494
| +0.5% | +$105K | 0.99% | 24 |
|
|
2021
Q4 | $23.9M | Buy |
94,202
+390
| +0.4% | +$99.1K | 1.11% | 19 |
|
|
2021
Q3 | $25.4M | Buy |
93,812
+449
| +0.5% | +$122K | 1.28% | 14 |
|
|
2021
Q2 | $22.8M | Sell |
93,363
-323
| -0.3% | -$78.9K | 1.17% | 17 |
|
|
2021
Q1 | $19.8M | Buy |
93,686
+319
| +0.3% | +$67.6K | 1.07% | 18 |
|
|
2020
Q4 | $20.8M | Buy |
93,367
+124
| +0.1% | +$27.6K | 1.18% | 14 |
|
|
2020
Q3 | $23.4M | Buy |
93,243
+1,357
| +1% | +$341K | 1.5% | 8 |
|
|
2020
Q2 | $17.2M | Buy |
91,886
+1,688
| +2% | +$316K | 1.21% | 13 |
|
|
2020
Q1 | $13M | Sell |
90,198
-194
| -0.2% | -$27.9K | 1.1% | 13 |
|
|
2019
Q4 | $14.7M | Buy |
90,392
+521
| +0.6% | +$84.7K | 0.98% | 16 |
|
|
2019
Q3 | $13.3M | Buy |
89,871
+855
| +1% | +$127K | 0.96% | 17 |
|
|
2019
Q2 | $13.5M | Buy |
89,016
+32
| +0% | +$4.86K | 1.01% | 14 |
|
|
2019
Q1 | $14.1M | Buy |
88,984
+15
| +0% | +$2.38K | 1.1% | 13 |
|
|
2018
Q4 | $12.2M | Buy |
88,969
+24
| +0% | +$3.29K | 1.12% | 13 |
|
|
2018
Q3 | $14.1M | Sell |
88,945
-1,282
| -1% | -$204K | 1.12% | 13 |
|
|
2018
Q2 | $12.3M | Sell |
90,227
-965
| -1% | -$132K | 1.05% | 16 |
|
|
2018
Q1 | $10.6M | Buy |
91,192
+1,975
| +2% | +$230K | 0.93% | 19 |
|
|
2017
Q4 | $9.12M | Buy |
89,217
+3,055
| +4% | +$312K | 0.8% | 23 |
|
|
2017
Q3 | $8.05M | Buy |
86,162
+695
| +0.8% | +$64.9K | 0.73% | 25 |
|
|
2017
Q2 | $7.4M | Buy |
85,467
+13,928
| +19% | +$1.21M | 0.71% | 26 |
|
|
2017
Q1 | $5.9M | Buy |
71,539
+22,035
| +45% | +$1.82M | 0.59% | 36 |
|
|
2016
Q4 | $3.39M | Sell |
49,504
-400
| -0.8% | -$27.4K | 0.36% | 76 |
|
|
2016
Q3 | $3.56M | Buy |
49,904
+235
| +0.5% | +$16.8K | 0.4% | 68 |
|
|
2016
Q2 | $3.94M | Buy |
49,669
+16,445
| +49% | +$1.31M | 0.44% | 60 |
|
|
2016
Q1 | $2.45M | Buy |
33,224
+12,440
| +60% | +$918K | 0.29% | 93 |
|
|
2015
Q4 | $1.63M | Buy |
20,784
+15,145
| +269% | +$1.19M | 0.2% | 125 |
|
|
2015
Q3 | $392K | Buy |
5,639
+5,289
| +1,511% | +$368K | 0.05% | 220 |
|
|
2015
Q2 | $24K | Buy |
350
+300
| +600% | +$20.6K | ﹤0.01% | 348 |
|
|
2015
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 401 |
|
|
2014
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 404 |
|