Pittenger & Anderson Inc’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.22M | Sell |
6,540
-54,546
| -89% | -$11.3M | 0.05% | 160 |
|
|
2025
Q4 | $16.2M | Sell |
61,086
-4,924
| -7% | -$1.22M | 0.62% | 54 |
|
|
2025
Q3 | $15.6M | Sell |
66,010
-19,958
| -23% | -$5.03M | 0.57% | 57 |
|
|
2025
Q2 | $23.4M | Sell |
85,968
-468
| -0.5% | -$125K | 0.86% | 30 |
|
|
2025
Q1 | $23.2M | Buy |
86,436
+274
| +0.3% | +$85.2K | 0.85% | 26 |
|
|
2024
Q4 | $28.8M | Buy |
86,162
+416
| +0.5% | +$133K | 1.05% | 20 |
|
|
2024
Q3 | $23.5M | Buy |
85,746
+72
| +0.1% | +$18.4K | 0.88% | 27 |
|
|
2024
Q2 | $22M | Buy |
85,674
+558
| +0.7% | +$149K | 0.91% | 23 |
|
|
2024
Q1 | $25.6M | Buy |
85,116
+288
| +0.3% | +$83.1K | 1.04% | 20 |
|
|
2023
Q4 | $22.3M | Buy |
84,828
+441
| +0.5% | +$99.8K | 1% | 22 |
|
|
2023
Q3 | $17.1M | Buy |
84,387
+245
| +0.3% | +$52.9K | 0.86% | 28 |
|
|
2023
Q2 | $17.8M | Sell |
84,142
-47
| -0.1% | -$9.59K | 0.86% | 28 |
|
|
2023
Q1 | $16.8M | Sell |
84,189
-3,472
| -4% | -$586K | 0.87% | 28 |
|
|
2022
Q4 | $11.6M | Sell |
87,661
-3,281
| -4% | -$479K | 0.64% | 49 |
|
|
2022
Q3 | $13.1M | Sell |
90,942
-453
| -0.5% | -$76.8K | 0.79% | 35 |
|
|
2022
Q2 | $15.1M | Sell |
91,395
-3,301
| -3% | -$583K | 0.88% | 27 |
|
|
2022
Q1 | $20.1M | Buy |
94,696
+494
| +0.5% | +$106K | 0.99% | 24 |
|
|
2021
Q4 | $23.9M | Buy |
94,202
+390
| +0.4% | +$110K | 1.11% | 19 |
|
|
2021
Q3 | $25.4M | Buy |
93,812
+449
| +0.5% | +$114K | 1.28% | 14 |
|
|
2021
Q2 | $22.8M | Sell |
93,363
-323
| -0.3% | -$74.4K | 1.17% | 17 |
|
|
2021
Q1 | $19.8M | Buy |
93,686
+319
| +0.3% | +$71K | 1.07% | 18 |
|
|
2020
Q4 | $20.8M | Buy |
93,367
+124
| +0.1% | +$30.2K | 1.18% | 14 |
|
|
2020
Q3 | $23.4M | Buy |
93,243
+1,357
| +1% | +$297K | 1.5% | 8 |
|
|
2020
Q2 | $17.2M | Buy |
91,886
+1,688
| +2% | +$284K | 1.21% | 13 |
|
|
2020
Q1 | $13M | Sell |
90,198
-194
| -0.2% | -$33.3K | 1.1% | 13 |
|
|
2019
Q4 | $14.7M | Buy |
90,392
+521
| +0.6% | +$81.7K | 0.98% | 16 |
|
|
2019
Q3 | $13.3M | Buy |
89,871
+855
| +1% | +$130K | 0.96% | 17 |
|
|
2019
Q2 | $13.5M | Buy |
89,016
+32
| +0% | +$5.01K | 1.01% | 14 |
|
|
2019
Q1 | $14.1M | Buy |
88,984
+15
| +0% | +$2.33K | 1.1% | 13 |
|
|
2018
Q4 | $12.2M | Buy |
88,969
+24
| +0% | +$3.3K | 1.12% | 13 |
|
|
2018
Q3 | $14.1M | Sell |
88,945
-1,282
| -1% | -$190K | 1.12% | 13 |
|
|
2018
Q2 | $12.3M | Sell |
90,227
-965
| -1% | -$123K | 1.05% | 16 |
|
|
2018
Q1 | $10.6M | Buy |
91,192
+1,975
| +2% | +$227K | 0.93% | 19 |
|
|
2017
Q4 | $9.12M | Buy |
89,217
+3,055
| +4% | +$311K | 0.8% | 23 |
|
|
2017
Q3 | $8.05M | Buy |
86,162
+695
| +0.8% | +$63.9K | 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% | +$1.76M | 0.59% | 36 |
|
|
2016
Q4 | $3.39M | Sell |
49,504
-400
| -0.8% | -$29K | 0.36% | 76 |
|
|
2016
Q3 | $3.56M | Buy |
49,904
+235
| +0.5% | +$18.3K | 0.4% | 68 |
|
|
2016
Q2 | $3.94M | Buy |
49,669
+16,445
| +49% | +$1.29M | 0.44% | 60 |
|
|
2016
Q1 | $2.45M | Buy |
33,224
+12,440
| +60% | +$857K | 0.29% | 93 |
|
|
2015
Q4 | $1.63M | Buy |
20,784
+15,145
| +269% | +$1.18M | 0.2% | 125 |
|
|
2015
Q3 | $392K | Buy |
5,639
+5,289
| +1,511% | +$375K | 0.05% | 220 |
|
|
2015
Q2 | $24K | Buy |
350
+300
| +600% | +$21.4K | ﹤0.01% | 348 |
|
|
2015
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 401 |
|
|
2014
Q4 | $3K | Buy |
+50
| New | +$2.95K | ﹤0.01% | 404 |
|
Other funds holding CRM
VCM
VPM
