VIA
Virtus Investment Advisers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,946
| Closed | -$1.06M | – | 453 |
|
|
2025
Q1 | $1.06M | Buy |
3,946
+3,698
| +1,491% | +$992K | 0.29% | 147 |
|
|
2024
Q4 | $82.9K | Hold |
248
| – | – | 0.07% | 281 |
|
|
2024
Q3 | $67.9K | Hold |
248
| – | – | 0.05% | 268 |
|
|
2024
Q2 | $63.8K | Sell |
248
-128
| -34% | -$32.9K | 0.05% | 258 |
|
|
2024
Q1 | $113K | Sell |
376
-40
| -10% | -$12K | 0.08% | 237 |
|
|
2023
Q4 | $109K | Hold |
416
| – | – | 0.08% | 237 |
|
|
2023
Q3 | $84.4K | Sell |
416
-48
| -10% | -$9.73K | 0.06% | 229 |
|
|
2023
Q2 | $98K | Buy |
+464
| New | +$98K | 0.07% | 242 |
|
|
2018
Q1 | – | Sell |
-28,910
| Closed | -$2.96M | – | 107 |
|
|
2017
Q4 | $2.96M | Sell |
28,910
-4,927
| -15% | -$504K | 0.32% | 103 |
|
|
2017
Q3 | $3.16M | Sell |
33,837
-6,296
| -16% | -$588K | 0.33% | 101 |
|
|
2017
Q2 | $3.48M | Sell |
40,133
-10,866
| -21% | -$941K | 0.34% | 101 |
|
|
2017
Q1 | $4.21M | Sell |
50,999
-6,743
| -12% | -$556K | 0.37% | 87 |
|
|
2016
Q4 | $3.95M | Sell |
57,742
-11,624
| -17% | -$796K | 0.31% | 114 |
|
|
2016
Q3 | $4.95M | Buy |
+69,366
| New | +$4.95M | 0.32% | 111 |
|