VNIM
Vaughan Nelson Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-609,305
| Closed | -$184M | – | 203 |
|
|
2024
Q1 | $184M | Sell |
609,305
-286,923
| -32% | -$86.4M | 1.61% | 20 |
|
|
2023
Q4 | $236M | Sell |
896,228
-29,410
| -3% | -$7.74M | 2.35% | 7 |
|
|
2023
Q3 | $188M | Buy |
925,638
+24,243
| +3% | +$4.92M | 2.12% | 7 |
|
|
2023
Q2 | $190M | Sell |
901,395
-180,863
| -17% | -$38.2M | 2.11% | 10 |
|
|
2023
Q1 | $216M | Buy |
1,082,258
+34,010
| +3% | +$6.79M | 2.67% | 5 |
|
|
2022
Q4 | $139M | Buy |
+1,048,248
| New | +$139M | 1.8% | 13 |
|