Waddell & Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
1,907
+419
| +28% | +$114K | 0.06% | 108 |
|
|
2025
Q1 | $399K | Hold |
1,488
| – | – | 0.05% | 103 |
|
|
2024
Q4 | $497K | Sell |
1,488
-19
| -1% | -$6.35K | 0.05% | 84 |
|
|
2024
Q3 | $412K | Sell |
1,507
-16
| -1% | -$4.38K | 0.05% | 90 |
|
|
2024
Q2 | $392K | Buy |
1,523
+46
| +3% | +$11.8K | 0.05% | 87 |
|
|
2024
Q1 | $445K | Buy |
1,477
+25
| +2% | +$7.53K | 0.06% | 79 |
|
|
2023
Q4 | $382K | Sell |
1,452
-10
| -0.7% | -$2.63K | 0.05% | 88 |
|
|
2023
Q3 | $297K | Hold |
1,462
| – | – | 0.04% | 126 |
|
|
2023
Q2 | $309K | Hold |
1,462
| – | – | 0.05% | 118 |
|
|
2023
Q1 | $292K | Buy |
+1,462
| New | +$292K | 0.05% | 116 |
|
|
2022
Q4 | – | Sell |
-1,400
| Closed | -$201K | – | 144 |
|
|
2022
Q3 | $201K | Buy |
1,400
+30
| +2% | +$4.31K | 0.04% | 132 |
|
|
2022
Q2 | $226K | Buy |
1,370
+16
| +1% | +$2.64K | 0.05% | 127 |
|
|
2022
Q1 | $288K | Sell |
1,354
-20
| -1% | -$4.25K | 0.05% | 99 |
|
|
2021
Q4 | $349K | Hold |
1,374
| – | – | 0.06% | 90 |
|
|
2021
Q3 | $373K | Hold |
1,374
| – | – | 0.06% | 77 |
|
|
2021
Q2 | $336 | Buy |
+1,374
| New | +$336 | 0.05% | 88 |
|