Wealthfront Advisers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Sell |
100,049
-6,172
| -6% | -$1.68M | 0.07% | 92 |
|
|
2025
Q1 | $28.5M | Buy |
106,221
+5,697
| +6% | +$1.53M | 0.08% | 81 |
|
|
2024
Q4 | $33.6M | Buy |
100,524
+7,602
| +8% | +$2.54M | 0.1% | 71 |
|
|
2024
Q3 | $25.4M | Buy |
92,922
+3,240
| +4% | +$887K | 0.08% | 73 |
|
|
2024
Q2 | $23.1M | Sell |
89,682
-8,640
| -9% | -$2.22M | 0.08% | 75 |
|
|
2024
Q1 | $29.6M | Buy |
98,322
+2,888
| +3% | +$870K | 0.1% | 62 |
|
|
2023
Q4 | $25.1M | Buy |
95,434
+2,506
| +3% | +$659K | 0.1% | 63 |
|
|
2023
Q3 | $18.8M | Buy |
92,928
+892
| +1% | +$181K | 0.08% | 73 |
|
|
2023
Q2 | $19.4M | Buy |
92,036
+2,707
| +3% | +$572K | 0.08% | 68 |
|
|
2023
Q1 | $17.8M | Buy |
89,329
+42,645
| +91% | +$8.52M | 0.08% | 64 |
|
|
2022
Q4 | $6.19M | Buy |
46,684
+6,223
| +15% | +$825K | 0.03% | 172 |
|
|
2022
Q3 | $5.82M | Sell |
40,461
-39,839
| -50% | -$5.73M | 0.03% | 151 |
|
|
2022
Q2 | $13.3M | Buy |
80,300
+27,119
| +51% | +$4.48M | 0.07% | 70 |
|
|
2022
Q1 | $11.3M | Buy |
53,181
+1,354
| +3% | +$287K | 0.05% | 90 |
|
|
2021
Q4 | $13.2M | Sell |
51,827
-3,800
| -7% | -$966K | 0.06% | 77 |
|
|
2021
Q3 | $15.1M | Buy |
55,627
+12,345
| +29% | +$3.35M | 0.07% | 54 |
|
|
2021
Q2 | $10.6M | Buy |
43,282
+12,865
| +42% | +$3.14M | 0.05% | 67 |
|
|
2021
Q1 | $6.44M | Sell |
30,417
-1,218
| -4% | -$258K | 0.03% | 105 |
|
|
2020
Q4 | $7.04M | Buy |
31,635
+2,675
| +9% | +$595K | 0.04% | 77 |
|
|
2020
Q3 | $7.28M | Buy |
28,960
+5,166
| +22% | +$1.3M | 0.05% | 71 |
|
|
2020
Q2 | $4.46M | Buy |
23,794
+8,892
| +60% | +$1.67M | 0.03% | 85 |
|
|
2020
Q1 | $2.15M | Sell |
14,902
-539
| -3% | -$77.6K | 0.02% | 133 |
|
|
2019
Q4 | $2.51M | Sell |
15,441
-5
| -0% | -$813 | 0.02% | 139 |
|
|
2019
Q3 | $2.29M | Sell |
15,446
-1,007
| -6% | -$149K | 0.02% | 146 |
|
|
2019
Q2 | $2.5M | Sell |
16,453
-1,678
| -9% | -$255K | 0.02% | 133 |
|
|
2019
Q1 | $2.87M | Buy |
18,131
+279
| +2% | +$44.2K | 0.03% | 103 |
|
|
2018
Q4 | $2.45M | Buy |
+17,852
| New | +$2.45M | 0.03% | 109 |
|