SEI Investments’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161M | Sell |
588,603
-124,257
| -17% | -$33.9M | 0.19% | 92 |
|
|
2025
Q1 | $191M | Buy |
712,860
+289,420
| +68% | +$77.7M | 0.25% | 68 |
|
|
2024
Q4 | $142M | Sell |
423,440
-34,016
| -7% | -$11.4M | 0.18% | 99 |
|
|
2024
Q3 | $125M | Sell |
457,456
-260,059
| -36% | -$71.2M | 0.16% | 119 |
|
|
2024
Q2 | $184M | Sell |
717,515
-416,760
| -37% | -$107M | 0.26% | 67 |
|
|
2024
Q1 | $342M | Buy |
1,134,275
+43,047
| +4% | +$13M | 0.5% | 34 |
|
|
2023
Q4 | $287M | Sell |
1,091,228
-21,196
| -2% | -$5.58M | 0.46% | 36 |
|
|
2023
Q3 | $226M | Buy |
1,112,424
+24,177
| +2% | +$4.9M | 0.41% | 45 |
|
|
2023
Q2 | $230M | Buy |
1,088,247
+297,171
| +38% | +$62.8M | 0.4% | 45 |
|
|
2023
Q1 | $158M | Buy |
791,076
+59,131
| +8% | +$11.8M | 0.29% | 59 |
|
|
2022
Q4 | $97M | Sell |
731,945
-19,034
| -3% | -$2.52M | 0.22% | 80 |
|
|
2022
Q3 | $108M | Sell |
750,979
-70,111
| -9% | -$10.1M | 0.24% | 69 |
|
|
2022
Q2 | $135M | Buy |
821,090
+148,858
| +22% | +$24.5M | 0.29% | 57 |
|
|
2022
Q1 | $143M | Buy |
672,232
+11,978
| +2% | +$2.54M | 0.29% | 61 |
|
|
2021
Q4 | $168M | Buy |
660,254
+35,509
| +6% | +$9.04M | 0.32% | 53 |
|
|
2021
Q3 | $169M | Buy |
624,745
+170,767
| +38% | +$46.3M | 0.36% | 46 |
|
|
2021
Q2 | $111M | Buy |
453,978
+59,348
| +15% | +$14.5M | 0.25% | 65 |
|
|
2021
Q1 | $83.8M | Sell |
394,630
-124,381
| -24% | -$26.4M | 0.21% | 83 |
|
|
2020
Q4 | $116M | Sell |
519,011
-206,461
| -28% | -$46M | 0.3% | 56 |
|
|
2020
Q3 | $183M | Sell |
725,472
-75,619
| -9% | -$19M | 0.53% | 36 |
|
|
2020
Q2 | $150M | Sell |
801,091
-18,523
| -2% | -$3.47M | 0.47% | 35 |
|
|
2020
Q1 | $118M | Sell |
819,614
-26,212
| -3% | -$3.77M | 0.43% | 39 |
|
|
2019
Q4 | $138M | Sell |
845,826
-28,971
| -3% | -$4.71M | 0.41% | 39 |
|
|
2019
Q3 | $130M | Buy |
874,797
+35,257
| +4% | +$5.23M | 0.33% | 52 |
|
|
2019
Q2 | $127M | Buy |
839,540
+31,292
| +4% | +$4.75M | 0.42% | 37 |
|
|
2019
Q1 | $128M | Sell |
808,248
-350,761
| -30% | -$55.6M | 0.43% | 37 |
|
|
2018
Q4 | $183M | Buy |
1,159,009
+33,122
| +3% | +$5.23M | 0.65% | 19 |
|
|
2018
Q3 | $179M | Sell |
1,125,887
-112,939
| -9% | -$18M | 0.65% | 22 |
|
|
2018
Q2 | $169M | Buy |
1,238,826
+67,809
| +6% | +$9.25M | 0.57% | 25 |
|
|
2018
Q1 | $136M | Buy |
1,171,017
+28,551
| +2% | +$3.32M | 0.52% | 32 |
|
|
2017
Q4 | $117M | Sell |
1,142,466
-9,335
| -0.8% | -$954K | 0.41% | 38 |
|
|
2017
Q3 | $108M | Buy |
1,151,801
+47,956
| +4% | +$4.48M | 0.38% | 47 |
|
|
2017
Q2 | $95.6M | Buy |
1,103,845
+24,393
| +2% | +$2.11M | 0.38% | 43 |
|
|
2017
Q1 | $89M | Buy |
1,079,452
+56,167
| +5% | +$4.63M | 0.39% | 39 |
|
|
2016
Q4 | $70.1M | Buy |
1,023,285
+74,674
| +8% | +$5.11M | 0.34% | 51 |
|
|
2016
Q3 | $67.7M | Buy |
948,611
+66,390
| +8% | +$4.74M | 0.34% | 52 |
|
|
2016
Q2 | $70.1M | Sell |
882,221
-72,405
| -8% | -$5.75M | 0.42% | 34 |
|
|
2016
Q1 | $70.5M | Sell |
954,626
-11,342
| -1% | -$837K | 0.44% | 32 |
|
|
2015
Q4 | $75.7M | Buy |
965,968
+355,094
| +58% | +$27.8M | 0.46% | 28 |
|
|
2015
Q3 | $42.4M | Buy |
610,874
+340,714
| +126% | +$23.7M | 0.39% | 45 |
|
|
2015
Q2 | $18.8M | Sell |
270,160
-28,171
| -9% | -$1.96M | 0.17% | 142 |
|
|
2015
Q1 | $19.9M | Sell |
298,331
-289,924
| -49% | -$19.4M | 0.17% | 143 |
|
|
2014
Q4 | $34.9M | Buy |
+588,255
| New | +$34.9M | 0.31% | 78 |
|