Principal Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459M | Sell |
1,684,450
-456,599
| -21% | -$125M | 0.24% | 88 |
|
|
2025
Q1 | $575M | Buy |
2,141,049
+453,605
| +27% | +$122M | 0.32% | 66 |
|
|
2024
Q4 | $564M | Buy |
1,687,444
+105,358
| +7% | +$35.2M | 0.31% | 70 |
|
|
2024
Q3 | $433M | Sell |
1,582,086
-79,186
| -5% | -$21.7M | 0.24% | 90 |
|
|
2024
Q2 | $427M | Sell |
1,661,272
-55,932
| -3% | -$14.4M | 0.25% | 85 |
|
|
2024
Q1 | $517M | Buy |
1,717,204
+52,072
| +3% | +$15.7M | 0.3% | 72 |
|
|
2023
Q4 | $438M | Buy |
1,665,132
+102,886
| +7% | +$27.1M | 0.28% | 84 |
|
|
2023
Q3 | $317M | Sell |
1,562,246
-3,981
| -0.3% | -$807K | 0.23% | 99 |
|
|
2023
Q2 | $331M | Buy |
1,566,227
+25,551
| +2% | +$5.4M | 0.23% | 103 |
|
|
2023
Q1 | $308M | Sell |
1,540,676
-7,209
| -0.5% | -$1.44M | 0.22% | 109 |
|
|
2022
Q4 | $205M | Sell |
1,547,885
-670,333
| -30% | -$88.9M | 0.15% | 148 |
|
|
2022
Q3 | $319M | Sell |
2,218,218
-268,353
| -11% | -$38.6M | 0.25% | 98 |
|
|
2022
Q2 | $410M | Sell |
2,486,571
-1,421,074
| -36% | -$235M | 0.3% | 80 |
|
|
2022
Q1 | $830M | Buy |
3,907,645
+10,057
| +0.3% | +$2.14M | 0.52% | 36 |
|
|
2021
Q4 | $993M | Sell |
3,897,588
-98,826
| -2% | -$25.2M | 0.59% | 33 |
|
|
2021
Q3 | $1.08B | Buy |
3,996,414
+151,040
| +4% | +$41M | 0.71% | 19 |
|
|
2021
Q2 | $939M | Buy |
3,845,374
+215,016
| +6% | +$52.5M | 0.61% | 28 |
|
|
2021
Q1 | $769M | Buy |
3,630,358
+58,096
| +2% | +$12.3M | 0.54% | 32 |
|
|
2020
Q4 | $795M | Buy |
3,572,262
+588,918
| +20% | +$131M | 0.59% | 28 |
|
|
2020
Q3 | $750M | Sell |
2,983,344
-18,912
| -0.6% | -$4.75M | 0.63% | 26 |
|
|
2020
Q2 | $562M | Buy |
3,002,256
+428,180
| +17% | +$80.2M | 0.5% | 38 |
|
|
2020
Q1 | $371M | Buy |
2,574,076
+44,707
| +2% | +$6.44M | 0.41% | 57 |
|
|
2019
Q4 | $411M | Buy |
2,529,369
+227,073
| +10% | +$36.9M | 0.34% | 69 |
|
|
2019
Q3 | $342M | Buy |
2,302,296
+245,564
| +12% | +$36.5M | 0.3% | 84 |
|
|
2019
Q2 | $312M | Buy |
2,056,732
+22,831
| +1% | +$3.46M | 0.28% | 94 |
|
|
2019
Q1 | $322M | Sell |
2,033,901
-26,151
| -1% | -$4.14M | 0.3% | 84 |
|
|
2018
Q4 | $282M | Buy |
2,060,052
+130,497
| +7% | +$17.9M | 0.3% | 76 |
|
|
2018
Q3 | $307M | Buy |
1,929,555
+92,983
| +5% | +$14.8M | 0.27% | 83 |
|
|
2018
Q2 | $251M | Buy |
1,836,572
+160,856
| +10% | +$21.9M | 0.23% | 103 |
|
|
2018
Q1 | $195M | Buy |
1,675,716
+89,171
| +6% | +$10.4M | 0.19% | 130 |
|
|
2017
Q4 | $162M | Buy |
1,586,545
+358,541
| +29% | +$36.7M | 0.15% | 172 |
|
|
2017
Q3 | $115M | Buy |
1,228,004
+235,869
| +24% | +$22M | 0.11% | 234 |
|
|
2017
Q2 | $85.9M | Buy |
992,135
+40,291
| +4% | +$3.49M | 0.09% | 288 |
|
|
2017
Q1 | $78.5M | Buy |
951,844
+36,698
| +4% | +$3.03M | 0.09% | 224 |
|
|
2016
Q4 | $62.7M | Sell |
915,146
-11,593
| -1% | -$794K | 0.08% | 260 |
|
|
2016
Q3 | $66.1M | Buy |
926,739
+18,963
| +2% | +$1.35M | 0.09% | 242 |
|
|
2016
Q2 | $72.1M | Buy |
907,776
+35,017
| +4% | +$2.78M | 0.1% | 217 |
|
|
2016
Q1 | $64.4M | Buy |
872,759
+27,628
| +3% | +$2.04M | 0.09% | 233 |
|
|
2015
Q4 | $66.3M | Buy |
845,131
+20,989
| +3% | +$1.65M | 0.1% | 227 |
|
|
2015
Q3 | $57.2M | Buy |
824,142
+12,154
| +1% | +$844K | 0.09% | 247 |
|
|
2015
Q2 | $56.5M | Buy |
811,988
+20,739
| +3% | +$1.44M | 0.08% | 259 |
|
|
2015
Q1 | $52.9M | Buy |
791,249
+30,396
| +4% | +$2.03M | 0.08% | 268 |
|
|
2014
Q4 | $45.1M | Buy |
760,853
+31,940
| +4% | +$1.89M | 0.07% | 289 |
|
|
2014
Q3 | $41.9M | Buy |
728,913
+25,789
| +4% | +$1.48M | 0.07% | 287 |
|
|
2014
Q2 | $40.8M | Buy |
703,124
+13,481
| +2% | +$783K | 0.07% | 307 |
|
|
2014
Q1 | $39.4M | Buy |
689,643
+27,252
| +4% | +$1.56M | 0.07% | 322 |
|
|
2013
Q4 | $36.6M | Buy |
662,391
+10,481
| +2% | +$578K | 0.07% | 327 |
|
|
2013
Q3 | $33.8M | Sell |
651,910
-9,504
| -1% | -$493K | 0.07% | 317 |
|
|
2013
Q2 | $25.3M | Buy |
+661,414
| New | +$25.3M | 0.06% | 361 |
|