Stifel Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353M | Sell |
1,294,526
-20,962
| -2% | -$5.72M | 0.34% | 68 |
|
|
2025
Q1 | $353M | Buy |
1,315,488
+70,105
| +6% | +$18.8M | 0.38% | 62 |
|
|
2024
Q4 | $416M | Buy |
1,245,383
+46,498
| +4% | +$15.5M | 0.43% | 55 |
|
|
2024
Q3 | $328M | Sell |
1,198,885
-30,187
| -2% | -$8.26M | 0.34% | 72 |
|
|
2024
Q2 | $316M | Sell |
1,229,072
-126,101
| -9% | -$32.4M | 0.36% | 68 |
|
|
2024
Q1 | $408M | Sell |
1,355,173
-5,528
| -0.4% | -$1.66M | 0.47% | 50 |
|
|
2023
Q4 | $358M | Sell |
1,360,701
-753
| -0.1% | -$198K | 0.45% | 53 |
|
|
2023
Q3 | $276M | Sell |
1,361,454
-4,837
| -0.4% | -$981K | 0.39% | 66 |
|
|
2023
Q2 | $289M | Buy |
1,366,291
+32,012
| +2% | +$6.76M | 0.4% | 65 |
|
|
2023
Q1 | $267M | Buy |
1,334,279
+52,511
| +4% | +$10.5M | 0.38% | 65 |
|
|
2022
Q4 | $170M | Sell |
1,281,768
-149,200
| -10% | -$19.8M | 0.26% | 86 |
|
|
2022
Q3 | $206M | Buy |
1,430,968
+12,112
| +0.9% | +$1.74M | 0.34% | 71 |
|
|
2022
Q2 | $234M | Sell |
1,418,856
-92,035
| -6% | -$15.2M | 0.37% | 64 |
|
|
2022
Q1 | $321M | Buy |
1,510,891
+31,772
| +2% | +$6.75M | 0.44% | 54 |
|
|
2021
Q4 | $376M | Buy |
1,479,119
+64,538
| +5% | +$16.4M | 0.5% | 42 |
|
|
2021
Q3 | $384M | Buy |
1,414,581
+4,462
| +0.3% | +$1.21M | 0.56% | 37 |
|
|
2021
Q2 | $344M | Buy |
1,410,119
+97,731
| +7% | +$23.9M | 0.52% | 43 |
|
|
2021
Q1 | $278M | Buy |
1,312,388
+51,017
| +4% | +$10.8M | 0.46% | 51 |
|
|
2020
Q4 | $281M | Buy |
1,261,371
+39,036
| +3% | +$8.69M | 0.5% | 46 |
|
|
2020
Q3 | $307M | Buy |
1,222,335
+22,816
| +2% | +$5.73M | 0.63% | 30 |
|
|
2020
Q2 | $225M | Buy |
1,199,519
+154,617
| +15% | +$29M | 0.52% | 44 |
|
|
2020
Q1 | $150M | Sell |
1,044,902
-101,419
| -9% | -$14.6M | 0.42% | 65 |
|
|
2019
Q4 | $186M | Buy |
1,146,321
+230,756
| +25% | +$37.5M | 0.39% | 64 |
|
|
2019
Q3 | $136M | Sell |
915,565
-47,689
| -5% | -$7.07M | 0.35% | 64 |
|
|
2019
Q2 | $146M | Buy |
963,254
+113,423
| +13% | +$17.2M | 0.38% | 56 |
|
|
2019
Q1 | $135M | Buy |
849,831
+53,063
| +7% | +$8.4M | 0.38% | 58 |
|
|
2018
Q4 | $109M | Buy |
796,768
+50,715
| +7% | +$6.95M | 0.35% | 61 |
|
|
2018
Q3 | $119M | Buy |
746,053
+21,266
| +3% | +$3.38M | 0.34% | 64 |
|
|
2018
Q2 | $98.9M | Buy |
724,787
+80,441
| +12% | +$11M | 0.3% | 77 |
|
|
2018
Q1 | $75M | Buy |
644,346
+25,374
| +4% | +$2.95M | 0.24% | 99 |
|
|
2017
Q4 | $63.3M | Buy |
618,972
+52,964
| +9% | +$5.41M | 0.2% | 124 |
|
|
2017
Q3 | $52.8M | Buy |
566,008
+281,472
| +99% | +$26.3M | 0.18% | 134 |
|
|
2017
Q2 | $24.6M | Buy |
284,536
+99,002
| +53% | +$8.57M | 0.09% | 232 |
|
|
2017
Q1 | $15.3M | Buy |
185,534
+7,880
| +4% | +$649K | 0.06% | 323 |
|
|
2016
Q4 | $12.2M | Buy |
177,654
+23,601
| +15% | +$1.62M | 0.05% | 360 |
|
|
2016
Q3 | $11M | Buy |
154,053
+13,224
| +9% | +$940K | 0.05% | 352 |
|
|
2016
Q2 | $11.2M | Sell |
140,829
-1,335
| -0.9% | -$106K | 0.05% | 335 |
|
|
2016
Q1 | $10.5M | Sell |
142,164
-222,511
| -61% | -$16.4M | 0.06% | 325 |
|
|
2015
Q4 | $28.6M | Buy |
364,675
+7,894
| +2% | +$619K | 0.15% | 153 |
|
|
2015
Q3 | $24.8M | Buy |
356,781
+54,327
| +18% | +$3.77M | 0.14% | 172 |
|
|
2015
Q2 | $21.1M | Buy |
302,454
+10,903
| +4% | +$759K | 0.11% | 210 |
|
|
2015
Q1 | $19.5M | Buy |
291,551
+1,317
| +0.5% | +$88K | 0.11% | 233 |
|
|
2014
Q4 | $17.2M | Buy |
290,234
+12,280
| +4% | +$728K | 0.1% | 268 |
|
|
2014
Q3 | $16M | Sell |
277,954
-151
| -0.1% | -$8.69K | 0.14% | 179 |
|
|
2014
Q2 | $16.2M | Buy |
278,105
+48,653
| +21% | +$2.83M | 0.15% | 177 |
|
|
2014
Q1 | $13.1M | Buy |
+229,452
| New | +$13.1M | 0.13% | 218 |
|