Rehmann Capital Advisory Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.52M | Buy |
|
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $1.51M | Buy |
|
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $674K | Sell |
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|
2022
Q3 | $840K | Buy |
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|
2022
Q2 | $938K | Buy |
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|
2022
Q1 | $1.16M | Buy |
|
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $964K | Sell |
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|
2021
Q1 | $883K | Sell |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $841K | Buy |
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|
2020
Q1 | $571K | Buy |
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|
2019
Q3 | $645K | Buy |
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|
2019
Q2 | $379K | Sell |
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|
2019
Q1 | $405K | Buy |
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|
2018
Q4 | $322K | Hold |
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|
2018
Q3 | $374K | Buy |
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|
2018
Q2 | $306K | Buy |
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|
2018
Q1 | $255K | Buy |
|
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|
2017
Q4 | $221K | Buy |
|
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|
2017
Q2 | – | Sell |
|
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|
2017
Q1 | $261K | Sell |
|
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|
2016
Q4 | $229K | Buy |
|
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|
2016
Q3 | – | Sell |
|
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|
2016
Q2 | $340K | Sell |
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|
2016
Q1 | $328K | Sell |
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|
2015
Q4 | $392K | Buy |
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|
2015
Q3 | $341K | Sell |
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|
2015
Q2 | $351K | Sell |
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|
2015
Q1 | $367K | Buy |
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|
2014
Q4 | $321K | Buy |
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|
2014
Q3 | $293K | Buy |
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|
2014
Q2 | $284K | Buy |
|