Veritable’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-18,774
| Closed | -$3.97M | – | 174 |
|
|
2023
Q2 | $3.97M | Sell |
18,774
-116
| -0.6% | -$24.5K | 0.06% | 145 |
|
|
2023
Q1 | $3.77M | Buy |
18,890
+1,758
| +10% | +$351K | 0.06% | 152 |
|
|
2022
Q4 | $2.27M | Sell |
17,132
-111
| -0.6% | -$14.7K | 0.04% | 212 |
|
|
2022
Q3 | $2.48M | Sell |
17,243
-1,855
| -10% | -$267K | 0.05% | 182 |
|
|
2022
Q2 | $3.15M | Buy |
19,098
+1,748
| +10% | +$288K | 0.06% | 165 |
|
|
2022
Q1 | $3.68M | Buy |
17,350
+194
| +1% | +$41.2K | 0.06% | 174 |
|
|
2021
Q4 | $4.36M | Buy |
17,156
+130
| +0.8% | +$33K | 0.06% | 152 |
|
|
2021
Q3 | $4.62M | Buy |
17,026
+482
| +3% | +$131K | 0.07% | 134 |
|
|
2021
Q2 | $4.04M | Sell |
16,544
-131
| -0.8% | -$32K | 0.06% | 151 |
|
|
2021
Q1 | $3.53M | Sell |
16,675
-961
| -5% | -$204K | 0.06% | 158 |
|
|
2020
Q4 | $3.93M | Sell |
17,636
-4,008
| -19% | -$892K | 0.07% | 131 |
|
|
2020
Q3 | $5.44M | Sell |
21,644
-139
| -0.6% | -$34.9K | 0.11% | 99 |
|
|
2020
Q2 | $4.08M | Sell |
21,783
-1,435
| -6% | -$269K | 0.09% | 119 |
|
|
2020
Q1 | $3.34M | Sell |
23,218
-52
| -0.2% | -$7.49K | 0.08% | 128 |
|
|
2019
Q4 | $3.79M | Buy |
23,270
+2,184
| +10% | +$355K | 0.07% | 153 |
|
|
2019
Q3 | $3.13M | Buy |
21,086
+1,835
| +10% | +$272K | 0.06% | 161 |
|
|
2019
Q2 | $2.92M | Sell |
19,251
-333
| -2% | -$50.5K | 0.06% | 168 |
|
|
2019
Q1 | $3.1M | Buy |
19,584
+1,553
| +9% | +$246K | 0.06% | 160 |
|
|
2018
Q4 | $2.47M | Buy |
18,031
+992
| +6% | +$136K | 0.06% | 176 |
|
|
2018
Q3 | $2.71M | Buy |
17,039
+757
| +5% | +$120K | 0.05% | 173 |
|
|
2018
Q2 | $2.22M | Buy |
16,282
+341
| +2% | +$46.5K | 0.05% | 188 |
|
|
2018
Q1 | $1.85M | Sell |
15,941
-1,365
| -8% | -$159K | 0.04% | 217 |
|
|
2017
Q4 | $1.77M | Sell |
17,306
-27
| -0.2% | -$2.76K | 0.04% | 229 |
|
|
2017
Q3 | $1.62M | Sell |
17,333
-1,523
| -8% | -$142K | 0.03% | 256 |
|
|
2017
Q2 | $1.63M | Buy |
18,856
+3,038
| +19% | +$263K | 0.04% | 252 |
|
|
2017
Q1 | $1.31M | Buy |
15,818
+563
| +4% | +$46.4K | 0.03% | 279 |
|
|
2016
Q4 | $1.04M | Buy |
15,255
+708
| +5% | +$48.5K | 0.03% | 307 |
|
|
2016
Q3 | $1.04M | Sell |
14,547
-748
| -5% | -$53.4K | 0.03% | 303 |
|
|
2016
Q2 | $1.22M | Buy |
15,295
+1,737
| +13% | +$138K | 0.03% | 269 |
|
|
2016
Q1 | $1M | Sell |
13,558
-682
| -5% | -$50.4K | 0.03% | 304 |
|
|
2015
Q4 | $1.12M | Buy |
14,240
+2,429
| +21% | +$190K | 0.03% | 286 |
|
|
2015
Q3 | $820K | Buy |
11,811
+1,287
| +12% | +$89.4K | 0.02% | 332 |
|
|
2015
Q2 | $733K | Sell |
10,524
-37,397
| -78% | -$2.6M | 0.02% | 370 |
|
|
2015
Q1 | $3.2M | Sell |
47,921
-29
| -0.1% | -$1.94K | 0.07% | 194 |
|
|
2014
Q4 | $2.84M | Buy |
47,950
+2,728
| +6% | +$162K | 0.06% | 208 |
|
|
2014
Q3 | $2.6M | Sell |
45,222
-98
| -0.2% | -$5.64K | 0.06% | 217 |
|
|
2014
Q2 | $2.63M | Buy |
45,320
+1,950
| +4% | +$113K | 0.06% | 221 |
|
|
2014
Q1 | $2.48M | Sell |
43,370
-5,787
| -12% | -$330K | 0.05% | 220 |
|
|
2013
Q4 | $2.71M | Sell |
49,157
-2,409
| -5% | -$133K | 0.06% | 201 |
|
|
2013
Q3 | $2.68M | Buy |
51,566
+4,865
| +10% | +$253K | 0.06% | 199 |
|
|
2013
Q2 | $1.78M | Buy |
+46,701
| New | +$1.78M | 0.04% | 249 |
|