Virtus ETF Advisers’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.6K | Hold |
248
| – | – | 0.09% | 181 |
|
|
2025
Q1 | $66.6K | Sell |
248
-3,665
| -94% | -$984K | 0.09% | 181 |
|
|
2024
Q4 | $1.31M | Buy |
+3,913
| New | +$1.31M | 0.53% | 23 |
|
|
2024
Q3 | – | Sell |
-3,052
| Closed | -$785K | – | 462 |
|
|
2024
Q2 | $785K | Buy |
3,052
+316
| +12% | +$81.2K | 0.38% | 136 |
|
|
2024
Q1 | $824K | Sell |
2,736
-159
| -5% | -$47.9K | 0.44% | 75 |
|
|
2023
Q4 | $762K | Sell |
2,895
-381
| -12% | -$100K | 0.48% | 18 |
|
|
2023
Q3 | $664K | Sell |
3,276
-640
| -16% | -$130K | 0.4% | 110 |
|
|
2023
Q2 | $827K | Buy |
+3,916
| New | +$827K | 0.49% | 50 |
|
|
2018
Q4 | – | Sell |
-277
| Closed | -$44K | – | 319 |
|
|
2018
Q3 | $44K | Buy |
+277
| New | +$44K | ﹤0.01% | 218 |
|