SGA
Sustainable Growth Advisers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577M | Buy |
2,116,254
+489,136
| +30% | +$133M | 2.98% | 14 |
|
|
2025
Q1 | $437M | Buy |
1,627,118
+446,742
| +38% | +$120M | 2.44% | 18 |
|
|
2024
Q4 | $395M | Sell |
1,180,376
-1,012,122
| -46% | -$338M | 1.98% | 22 |
|
|
2024
Q3 | $600M | Sell |
2,192,498
-578,016
| -21% | -$158M | 2.54% | 18 |
|
|
2024
Q2 | $712M | Buy |
2,770,514
+317,429
| +13% | +$81.6M | 3.14% | 14 |
|
|
2024
Q1 | $739M | Sell |
2,453,085
-8,458
| -0.3% | -$2.55M | 3.09% | 15 |
|
|
2023
Q4 | $648M | Sell |
2,461,543
-136,439
| -5% | -$35.9M | 2.95% | 16 |
|
|
2023
Q3 | $527M | Sell |
2,597,982
-133,909
| -5% | -$27.2M | 2.68% | 16 |
|
|
2023
Q2 | $577M | Buy |
2,731,891
+151,124
| +6% | +$31.9M | 2.74% | 15 |
|
|
2023
Q1 | $516M | Sell |
2,580,767
-1,399,254
| -35% | -$280M | 2.99% | 15 |
|
|
2022
Q4 | $528M | Sell |
3,980,021
-100,755
| -2% | -$13.4M | 3.44% | 12 |
|
|
2022
Q3 | $587M | Buy |
4,080,776
+640,013
| +19% | +$92.1M | 4.39% | 5 |
|
|
2022
Q2 | $568M | Sell |
3,440,763
-13,753
| -0.4% | -$2.27M | 4.06% | 9 |
|
|
2022
Q1 | $733M | Buy |
3,454,516
+279,610
| +9% | +$59.4M | 4.06% | 7 |
|
|
2021
Q4 | $807M | Sell |
3,174,906
-575,076
| -15% | -$146M | 4.12% | 6 |
|
|
2021
Q3 | $1.02B | Buy |
3,749,982
+243,625
| +7% | +$66.1M | 5.15% | 3 |
|
|
2021
Q2 | $856M | Buy |
3,506,357
+30,076
| +0.9% | +$7.35M | 4.5% | 5 |
|
|
2021
Q1 | $737M | Buy |
3,476,281
+563,791
| +19% | +$119M | 4.23% | 8 |
|
|
2020
Q4 | $648M | Buy |
2,912,490
+551,751
| +23% | +$123M | 4.21% | 8 |
|
|
2020
Q3 | $593M | Sell |
2,360,739
-898,094
| -28% | -$226M | 4.13% | 6 |
|
|
2020
Q2 | $610M | Buy |
3,258,833
+382,568
| +13% | +$71.7M | 4.47% | 5 |
|
|
2020
Q1 | $414M | Sell |
2,876,265
-341,765
| -11% | -$49.2M | 4.47% | 7 |
|
|
2019
Q4 | $523M | Buy |
3,218,030
+261,961
| +9% | +$42.6M | 4.9% | 3 |
|
|
2019
Q3 | $439M | Buy |
2,956,069
+288,003
| +11% | +$42.8M | 4.4% | 8 |
|
|
2019
Q2 | $405M | Buy |
2,668,066
+425,491
| +19% | +$64.6M | 4.16% | 9 |
|
|
2019
Q1 | $355M | Sell |
2,242,575
-245,001
| -10% | -$38.8M | 3.93% | 9 |
|
|
2018
Q4 | $341M | Buy |
2,487,576
+168,022
| +7% | +$23M | 4.41% | 7 |
|
|
2018
Q3 | $369M | Sell |
2,319,554
-72,194
| -3% | -$11.5M | 4.1% | 9 |
|
|
2018
Q2 | $326M | Sell |
2,391,748
-591,773
| -20% | -$80.7M | 3.87% | 10 |
|
|
2018
Q1 | $347M | Sell |
2,983,521
-808,929
| -21% | -$94.1M | 4.12% | 7 |
|
|
2017
Q4 | $388M | Buy |
3,792,450
+520,147
| +16% | +$53.2M | 4.54% | 3 |
|
|
2017
Q3 | $306M | Buy |
3,272,303
+118,001
| +4% | +$11M | 4.17% | 3 |
|
|
2017
Q2 | $273M | Buy |
3,154,302
+219,859
| +7% | +$19M | 3.99% | 8 |
|
|
2017
Q1 | $242M | Buy |
2,934,443
+133,866
| +5% | +$11M | 4.11% | 5 |
|
|
2016
Q4 | $192M | Buy |
2,800,577
+97,986
| +4% | +$6.71M | 3.83% | 7 |
|
|
2016
Q3 | $193M | Buy |
2,702,591
+899,187
| +50% | +$64.1M | 3.62% | 14 |
|
|
2016
Q2 | $143M | Sell |
1,803,404
-121,280
| -6% | -$9.63M | 3.01% | 20 |
|
|
2016
Q1 | $142M | Buy |
1,924,684
+283,164
| +17% | +$20.9M | 3.12% | 17 |
|
|
2015
Q4 | $129M | Buy |
1,641,520
+162,931
| +11% | +$12.8M | 2.7% | 21 |
|
|
2015
Q3 | $103M | Buy |
1,478,589
+18,713
| +1% | +$1.3M | 2.25% | 26 |
|
|
2015
Q2 | $102M | Sell |
1,459,876
-401,837
| -22% | -$28M | 2.07% | 26 |
|
|
2015
Q1 | $124M | Sell |
1,861,713
-148,185
| -7% | -$9.9M | 2.86% | 21 |
|
|
2014
Q4 | $119M | Buy |
2,009,898
+161,332
| +9% | +$9.57M | 2.69% | 21 |
|
|
2014
Q3 | $106M | Sell |
1,848,566
-484,453
| -21% | -$27.9M | 2.39% | 25 |
|
|
2014
Q2 | $136M | Buy |
2,333,019
+635,466
| +37% | +$36.9M | 2.91% | 21 |
|
|
2014
Q1 | $96.9M | Sell |
1,697,553
-110,878
| -6% | -$6.33M | 2.04% | 27 |
|
|
2013
Q4 | $99.8M | Sell |
1,808,431
-1,168,408
| -39% | -$64.5M | 2.16% | 25 |
|
|
2013
Q3 | $155M | Buy |
2,976,839
+614,284
| +26% | +$31.9M | 3.42% | 14 |
|
|
2013
Q2 | $90.2M | Buy |
+2,362,555
| New | +$90.2M | 2.24% | 25 |
|