SW
SVB Wealth’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
8,965
-8,107
| -47% | -$2.21M | 0.13% | 142 |
|
|
2025
Q1 | $4.58M | Buy |
17,072
+803
| +5% | +$215K | 0.19% | 66 |
|
|
2024
Q4 | $5.44M | Buy |
+16,269
| New | +$5.44M | 0.1% | 133 |
|
|
2024
Q3 | – | Sell |
-16,834
| Closed | -$4.33M | – | 136 |
|
|
2024
Q2 | $4.33M | Sell |
16,834
-3,681
| -18% | -$946K | 0.11% | 165 |
|
|
2024
Q1 | $6.18M | Sell |
20,515
-1,354
| -6% | -$408K | 0.14% | 148 |
|
|
2023
Q4 | $5.75M | Buy |
21,869
+2,372
| +12% | +$624K | 0.14% | 154 |
|
|
2023
Q3 | $3.95M | Sell |
19,497
-1,528
| -7% | -$310K | 0.09% | 163 |
|
|
2023
Q2 | $4.44M | Sell |
21,025
-25,304
| -55% | -$5.35M | 0.08% | 164 |
|
|
2023
Q1 | $9.26M | Buy |
46,329
+541
| +1% | +$108K | 0.13% | 129 |
|
|
2022
Q4 | $6.07M | Sell |
45,788
-10,357
| -18% | -$1.37M | 0.08% | 162 |
|
|
2022
Q3 | $8.08M | Sell |
56,145
-2,280
| -4% | -$328K | 0.12% | 133 |
|
|
2022
Q2 | $9.64M | Sell |
58,425
-34,101
| -37% | -$5.63M | 0.15% | 107 |
|
|
2022
Q1 | $19.6M | Sell |
92,526
-9,214
| -9% | -$1.96M | 0.26% | 73 |
|
|
2021
Q4 | $25.9M | Buy |
101,740
+4,764
| +5% | +$1.21M | 0.42% | 55 |
|
|
2021
Q3 | $26.3M | Buy |
96,976
+1,136
| +1% | +$308K | 0.34% | 55 |
|
|
2021
Q2 | $23.4M | Buy |
95,840
+2,369
| +3% | +$579K | 0.3% | 64 |
|
|
2021
Q1 | $19.8M | Buy |
93,471
+809
| +0.9% | +$171K | 0.28% | 70 |
|
|
2020
Q4 | $20.6M | Buy |
92,662
+1,691
| +2% | +$376K | 0.3% | 59 |
|
|
2020
Q3 | $22.9M | Buy |
90,971
+5,790
| +7% | +$1.46M | 0.38% | 48 |
|
|
2020
Q2 | $16M | Buy |
85,181
+2,495
| +3% | +$467K | 0.3% | 59 |
|
|
2020
Q1 | $11.9M | Sell |
82,686
-3,703
| -4% | -$533K | 0.29% | 58 |
|
|
2019
Q4 | $14.1M | Sell |
86,389
-1,396
| -2% | -$227K | 0.26% | 70 |
|
|
2019
Q3 | $13M | Sell |
87,785
-4,824
| -5% | -$716K | 0.26% | 71 |
|
|
2019
Q2 | $14.1M | Sell |
92,609
-8,057
| -8% | -$1.22M | 0.47% | 57 |
|
|
2019
Q1 | $15.9M | Sell |
100,666
-31,981
| -24% | -$5.06M | 0.63% | 50 |
|
|
2018
Q4 | $18.2M | Buy |
132,647
+233
| +0.2% | +$31.9K | 0.78% | 38 |
|
|
2018
Q3 | $21.1M | Buy |
132,414
+4,406
| +3% | +$701K | 0.74% | 41 |
|
|
2018
Q2 | $17.5M | Buy |
128,008
+103,857
| +430% | +$14.2M | 0.67% | 47 |
|
|
2018
Q1 | $2.81M | Buy |
24,151
+7,935
| +49% | +$923K | 0.11% | 145 |
|
|
2017
Q4 | $1.66M | Buy |
16,216
+873
| +6% | +$89.3K | 0.06% | 203 |
|
|
2017
Q3 | $1.43M | Buy |
15,343
+2,736
| +22% | +$256K | 0.06% | 218 |
|
|
2017
Q2 | $1.09M | Buy |
12,607
+38
| +0.3% | +$3.29K | 0.04% | 240 |
|
|
2017
Q1 | $1.04M | Sell |
12,569
-1,617
| -11% | -$133K | 0.04% | 240 |
|
|
2016
Q4 | $971K | Sell |
14,186
-514
| -3% | -$35.2K | 0.04% | 248 |
|
|
2016
Q3 | $1.05M | Sell |
14,700
-1,126
| -7% | -$80.4K | 0.04% | 243 |
|
|
2016
Q2 | $1.26M | Sell |
15,826
-6,273
| -28% | -$498K | 0.05% | 224 |
|
|
2016
Q1 | $1.63M | Sell |
22,099
-4,292
| -16% | -$317K | 0.07% | 209 |
|
|
2015
Q4 | $2.07M | Sell |
26,391
-6,552
| -20% | -$514K | 0.08% | 199 |
|
|
2015
Q3 | $2.29M | Buy |
32,943
+2,482
| +8% | +$172K | 0.09% | 194 |
|
|
2015
Q2 | $2.12M | Buy |
+30,461
| New | +$2.12M | 0.07% | 224 |
|