Wealthfront Advisers’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 | $27.3M | Sell |
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|
2025
Q1 | $28.5M | Buy |
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|
2024
Q4 | $33.6M | Buy |
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|
2024
Q3 | $25.4M | Buy |
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|
2024
Q2 | $23.1M | Sell |
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|
2024
Q1 | $29.6M | Buy |
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|
2023
Q4 | $25.1M | Buy |
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|
2023
Q3 | $18.8M | Buy |
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|
2023
Q2 | $19.4M | Buy |
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|
2023
Q1 | $17.8M | Buy |
|
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|
2022
Q4 | $6.19M | Buy |
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|
2022
Q3 | $5.82M | Sell |
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|
2022
Q2 | $13.3M | Buy |
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|
2022
Q1 | $11.3M | Buy |
|
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|
2021
Q4 | $13.2M | Sell |
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|
2021
Q3 | $15.1M | Buy |
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|
2021
Q2 | $10.6M | Buy |
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|
2021
Q1 | $6.44M | Sell |
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|
2020
Q4 | $7.04M | Buy |
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|
2020
Q3 | $7.28M | Buy |
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|
2020
Q2 | $4.46M | Buy |
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|
2020
Q1 | $2.15M | Sell |
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|
2019
Q4 | $2.51M | Sell |
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|
2019
Q3 | $2.29M | Sell |
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|
2019
Q2 | $2.5M | Sell |
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|
2019
Q1 | $2.87M | Buy |
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|
2018
Q4 | $2.44M | Buy |
|