Vanguard Personalized Indexing Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.5M | Sell |
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|
2025
Q2 | $32.7M | Buy |
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|
2025
Q1 | $27.6M | Buy |
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|
2024
Q4 | $32.9M | Buy |
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|
2024
Q3 | $24.5M | Buy |
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|
2024
Q2 | $19.5M | Sell |
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|
2024
Q1 | $23.9M | Buy |
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|
2023
Q4 | $18.7M | Buy |
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|
2023
Q3 | $13.6M | Buy |
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|
2023
Q2 | $13.6M | Buy |
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|
2023
Q1 | $12M | Buy |
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|
2022
Q4 | $4.97M | Sell |
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|
2022
Q3 | $8.27M | Buy |
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|
2022
Q2 | $9.22M | Buy |
|
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|
2022
Q1 | $6.27M | Buy |
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|
2021
Q4 | $7.14M | Buy |
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|
2021
Q3 | $5.35M | Buy |
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|
2021
Q2 | $4.04M | Buy |
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|
2021
Q1 | $2.01M | Buy |
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|
2020
Q4 | $1.94M | Buy |
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|
2020
Q3 | $1.89M | Buy |
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|
2020
Q2 | $912K | Buy |
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|
2020
Q1 | $418K | Buy |
|