United Services Automobile Association’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,585
| Closed | -$6.1M | – | 249 |
|
|
2025
Q1 | $6.1M | Hold |
22,585
| – | – | 0.19% | 67 |
|
|
2024
Q4 | $7.55M | Sell |
22,585
-96
| -0.4% | -$32.1K | 0.25% | 67 |
|
|
2024
Q3 | $6.21M | Sell |
22,681
-4,993
| -18% | -$1.37M | 0.16% | 74 |
|
|
2024
Q2 | $7.11M | Sell |
27,674
-1,412
| -5% | -$363K | 0.18% | 77 |
|
|
2024
Q1 | $8.76M | Hold |
29,086
| – | – | 0.22% | 69 |
|
|
2023
Q4 | $7.65M | Buy |
29,086
+2,627
| +10% | +$691K | 0.17% | 96 |
|
|
2023
Q3 | $5.37M | Buy |
26,459
+3,460
| +15% | +$702K | 0.14% | 108 |
|
|
2023
Q2 | $4.86M | Buy |
22,999
+1,084
| +5% | +$229K | 0.14% | 109 |
|
|
2023
Q1 | $4.38M | Sell |
21,915
-13,964
| -39% | -$2.79M | 0.14% | 110 |
|
|
2022
Q4 | $4.76M | Sell |
35,879
-2,757
| -7% | -$366K | 0.11% | 129 |
|
|
2022
Q3 | $5.56M | Buy |
38,636
+2,573
| +7% | +$370K | 0.15% | 109 |
|
|
2022
Q2 | $5.95M | Buy |
+36,063
| New | +$5.95M | 0.16% | 108 |
|
|
2019
Q4 | – | Sell |
-3,805
| Closed | -$565K | – | 331 |
|
|
2019
Q3 | $565K | Sell |
3,805
-726,357
| -99% | -$108M | 0.01% | 309 |
|
|
2019
Q2 | $111M | Sell |
730,162
-125,588
| -15% | -$19.1M | 0.28% | 80 |
|
|
2019
Q1 | $136M | Sell |
855,750
-5,761
| -0.7% | -$912K | 0.35% | 61 |
|
|
2018
Q4 | $118M | Buy |
861,511
+33,971
| +4% | +$4.65M | 0.34% | 63 |
|
|
2018
Q3 | $132M | Buy |
827,540
+15,745
| +2% | +$2.5M | 0.33% | 69 |
|
|
2018
Q2 | $111M | Buy |
811,795
+152,771
| +23% | +$20.8M | 0.29% | 80 |
|
|
2018
Q1 | $76.6M | Sell |
659,024
-7,164
| -1% | -$833K | 0.21% | 113 |
|
|
2017
Q4 | $68.1M | Buy |
666,188
+51,027
| +8% | +$5.22M | 0.19% | 124 |
|
|
2017
Q3 | $57.5M | Buy |
615,161
+104,228
| +20% | +$9.74M | 0.17% | 145 |
|
|
2017
Q2 | $44.2M | Buy |
510,933
+53,880
| +12% | +$4.67M | 0.13% | 184 |
|
|
2017
Q1 | $37.7M | Sell |
457,053
-22,143
| -5% | -$1.83M | 0.12% | 211 |
|
|
2016
Q4 | $32.8M | Buy |
479,196
+59,173
| +14% | +$4.05M | 0.11% | 231 |
|
|
2016
Q3 | $30M | Sell |
420,023
-96,998
| -19% | -$6.92M | 0.1% | 245 |
|
|
2016
Q2 | $41.1M | Sell |
517,021
-36,389
| -7% | -$2.89M | 0.15% | 174 |
|
|
2016
Q1 | $40.9M | Buy |
553,410
+118,184
| +27% | +$8.73M | 0.15% | 166 |
|
|
2015
Q4 | $34.1M | Buy |
435,226
+37,739
| +9% | +$2.96M | 0.12% | 199 |
|
|
2015
Q3 | $27.6M | Buy |
397,487
+44,692
| +13% | +$3.1M | 0.1% | 235 |
|
|
2015
Q2 | $24.6M | Buy |
352,795
+73,534
| +26% | +$5.12M | 0.09% | 270 |
|
|
2015
Q1 | $18.7M | Sell |
279,261
-79,712
| -22% | -$5.33M | 0.07% | 319 |
|
|
2014
Q4 | $21.3M | Sell |
358,973
-36,681
| -9% | -$2.18M | 0.08% | 295 |
|
|
2014
Q3 | $22.8M | Sell |
395,654
-91,225
| -19% | -$5.25M | 0.08% | 269 |
|
|
2014
Q2 | $28.3M | Sell |
486,879
-194,602
| -29% | -$11.3M | 0.1% | 226 |
|
|
2014
Q1 | $38.9M | Buy |
681,481
+95,696
| +16% | +$5.46M | 0.15% | 159 |
|
|
2013
Q4 | $32.3M | Buy |
585,785
+47,770
| +9% | +$2.64M | 0.13% | 193 |
|
|
2013
Q3 | $27.9M | Buy |
538,015
+43,547
| +9% | +$2.26M | 0.12% | 206 |
|
|
2013
Q2 | $18.9M | Buy |
+494,468
| New | +$18.9M | 0.09% | 254 |
|