Waddell & Reed Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $272M | Buy |
1,283,072
+3,813
| +0.3% | +$849K | 0.56% | 39 |
|
|
2020
Q4 | $285M | Buy |
1,279,259
+158,982
| +14% | +$38.7M | 0.6% | 34 |
|
|
2020
Q3 | $282M | Buy |
1,120,277
+599,753
| +115% | +$131M | 0.68% | 25 |
|
|
2020
Q2 | $97.5M | Buy |
520,524
+641
| +0.1% | +$108K | 0.25% | 111 |
|
|
2020
Q1 | $74.9M | Buy |
519,883
+2
| +0% | +$343 | 0.24% | 112 |
|
|
2019
Q4 | $84.6M | Buy |
+519,881
| New | +$81.5M | 0.21% | 139 |
|
|
2019
Q3 | – | Sell |
-458,798
| Closed | -$69.6M | – | 467 |
|
|
2019
Q2 | $69.6M | Sell |
458,798
-222,849
| -33% | -$34.9M | 0.17% | 162 |
|
|
2019
Q1 | $108M | Sell |
681,647
-285,344
| -30% | -$44.2M | 0.27% | 108 |
|
|
2018
Q4 | $132M | Sell |
966,991
-919,036
| -49% | -$126M | 0.38% | 62 |
|
|
2018
Q3 | $300M | Sell |
1,886,027
-368,029
| -16% | -$54.6M | 0.66% | 34 |
|
|
2018
Q2 | $307M | Sell |
2,254,056
-393,144
| -15% | -$50.2M | 0.71% | 28 |
|
|
2018
Q1 | $308M | Buy |
2,647,200
+92,974
| +4% | +$10.7M | 0.7% | 32 |
|
|
2017
Q4 | $261M | Sell |
2,554,226
-125,516
| -5% | -$12.8M | 0.58% | 45 |
|
|
2017
Q3 | $250M | Sell |
2,679,742
-151,158
| -5% | -$13.9M | 0.56% | 45 |
|
|
2017
Q2 | $245M | Buy |
2,830,900
+1,037,251
| +58% | +$90.3M | 0.54% | 49 |
|
|
2017
Q1 | $148M | Buy |
1,793,649
+196,887
| +12% | +$15.7M | 0.31% | 84 |
|
|
2016
Q4 | $109M | Sell |
1,596,762
-24,991
| -2% | -$1.81M | 0.24% | 116 |
|
|
2016
Q3 | $116M | Buy |
1,621,753
+237,705
| +17% | +$18.5M | 0.24% | 114 |
|
|
2016
Q2 | $110M | Buy |
1,384,048
+1,149,275
| +490% | +$90.2M | 0.23% | 114 |
|
|
2016
Q1 | $17.3M | Buy |
234,773
+4,500
| +2% | +$310K | 0.03% | 324 |
|
|
2015
Q4 | $18.1M | Buy |
230,273
+12,973
| +6% | +$1.01M | 0.03% | 332 |
|
|
2015
Q3 | $15.1M | Buy |
217,300
+37,500
| +21% | +$2.66M | 0.02% | 348 |
|
|
2015
Q2 | $12.5M | Buy |
179,800
+1,000
| +0.6% | +$71.2K | 0.02% | 402 |
|
|
2015
Q1 | $11.9M | Buy |
178,800
+4,500
| +3% | +$279K | 0.02% | 407 |
|
|
2014
Q4 | $10.3M | Buy |
+174,300
| New | +$10.3M | 0.01% | 410 |
|
Other funds holding CRM
N
