VAS
Vestmark Advisory Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
10,292
-13,160
| -56% | -$3.59M | 0.04% | 316 |
|
|
2025
Q1 | $6.29M | Buy |
23,452
+12,746
| +119% | +$3.42M | 0.16% | 166 |
|
|
2024
Q4 | $3.58M | Buy |
10,706
+14
| +0.1% | +$4.68K | 0.12% | 176 |
|
|
2024
Q3 | $2.93M | Sell |
10,692
-5,021
| -32% | -$1.37M | 0.11% | 201 |
|
|
2024
Q2 | $4.04M | Buy |
15,713
+130
| +0.8% | +$33.4K | 0.17% | 135 |
|
|
2024
Q1 | $4.69M | Buy |
15,583
+7,530
| +94% | +$2.27M | 0.2% | 121 |
|
|
2023
Q4 | $2.12M | Sell |
8,053
-1,797
| -18% | -$473K | 0.11% | 222 |
|
|
2023
Q3 | $2M | Sell |
9,850
-21,152
| -68% | -$4.29M | 0.15% | 176 |
|
|
2023
Q2 | $6.55M | Sell |
31,002
-1,184
| -4% | -$250K | 0.25% | 96 |
|
|
2023
Q1 | $6.43M | Buy |
32,186
+1,290
| +4% | +$258K | 0.28% | 90 |
|
|
2022
Q4 | $4.1M | Sell |
30,896
-8,205
| -21% | -$1.09M | 0.2% | 146 |
|
|
2022
Q3 | $5.62M | Sell |
39,101
-476
| -1% | -$68.5K | 0.31% | 68 |
|
|
2022
Q2 | $6.53M | Buy |
39,577
+8,477
| +27% | +$1.4M | 0.37% | 50 |
|
|
2022
Q1 | $6.6M | Buy |
31,100
+8,126
| +35% | +$1.73M | 0.37% | 49 |
|
|
2021
Q4 | $5.84M | Buy |
22,974
+1,741
| +8% | +$442K | 0.33% | 65 |
|
|
2021
Q3 | $5.76M | Buy |
21,233
+1,439
| +7% | +$390K | 0.39% | 47 |
|
|
2021
Q2 | $4.84M | Buy |
19,794
+3,007
| +18% | +$735K | 0.34% | 60 |
|
|
2021
Q1 | $3.56M | Buy |
16,787
+1,242
| +8% | +$263K | 0.32% | 77 |
|
|
2020
Q4 | $3.46M | Buy |
15,545
+1,001
| +7% | +$223K | 0.39% | 55 |
|
|
2020
Q3 | $3.66M | Buy |
14,544
+2,496
| +21% | +$627K | 0.49% | 41 |
|
|
2020
Q2 | $2.26M | Buy |
12,048
+2,987
| +33% | +$560K | 0.35% | 68 |
|
|
2020
Q1 | $1.31M | Buy |
+9,061
| New | +$1.31M | 0.26% | 119 |
|
|
2019
Q4 | – | Sell |
-5,280
| Closed | -$784K | – | 314 |
|
|
2019
Q3 | $784K | Sell |
5,280
-764
| -13% | -$113K | 0.13% | 220 |
|
|
2019
Q2 | $917K | Sell |
6,044
-84
| -1% | -$12.7K | 0.16% | 188 |
|
|
2019
Q1 | $970K | Buy |
+6,128
| New | +$970K | 0.17% | 174 |
|