Waddell & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
|
|||||
|
2025
Q1 | $399K | Hold |
|
|||||
|
2024
Q4 | $497K | Sell |
|
|||||
|
2024
Q3 | $412K | Sell |
|
|||||
|
2024
Q2 | $392K | Buy |
|
|||||
|
2024
Q1 | $445K | Buy |
|
|||||
|
2023
Q4 | $382K | Sell |
|
|||||
|
2023
Q3 | $297K | Hold |
|
|||||
|
2023
Q2 | $309K | Hold |
|
|||||
|
2023
Q1 | $292K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $201K | Buy |
|
|||||
|
2022
Q2 | $226K | Buy |
|
|||||
|
2022
Q1 | $288K | Sell |
|
|||||
|
2021
Q4 | $349K | Hold |
|
|||||
|
2021
Q3 | $373K | Hold |
|
|||||
|
2021
Q2 | $336 | Buy |
|