WS
Wedbush Securities’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.15M | Sell |
26,234
-4,103
| -14% | -$1.12M | 0.25% | 57 |
|
|
2025
Q1 | $8.14M | Buy |
30,337
+1,439
| +5% | +$386K | 0.3% | 47 |
|
|
2024
Q4 | $9.66M | Sell |
28,898
-956
| -3% | -$320K | 0.34% | 41 |
|
|
2024
Q3 | $8.17M | Sell |
29,854
-3,192
| -10% | -$874K | 0.3% | 48 |
|
|
2024
Q2 | $8.5M | Buy |
33,046
+455
| +1% | +$117K | 0.3% | 49 |
|
|
2024
Q1 | $9.82M | Buy |
32,591
+3,109
| +11% | +$936K | 0.37% | 41 |
|
|
2023
Q4 | $7.76M | Buy |
29,482
+1,845
| +7% | +$486K | 0.34% | 49 |
|
|
2023
Q3 | $5.6M | Buy |
27,637
+988
| +4% | +$200K | 0.28% | 63 |
|
|
2023
Q2 | $5.63M | Sell |
26,649
-5,757
| -18% | -$1.22M | 0.27% | 66 |
|
|
2023
Q1 | $6.47M | Sell |
32,406
-5,256
| -14% | -$1.05M | 0.32% | 53 |
|
|
2022
Q4 | $4.99M | Sell |
37,662
-2,396
| -6% | -$318K | 0.27% | 63 |
|
|
2022
Q3 | $5.76M | Buy |
40,058
+1,179
| +3% | +$170K | 0.32% | 48 |
|
|
2022
Q2 | $6.42M | Buy |
38,879
+251
| +0.6% | +$41.4K | 0.35% | 48 |
|
|
2022
Q1 | $8.2M | Buy |
38,628
+79
| +0.2% | +$16.8K | 0.38% | 41 |
|
|
2021
Q4 | $9.8M | Sell |
38,549
-306
| -0.8% | -$77.8K | 0.42% | 36 |
|
|
2021
Q3 | $10.5M | Buy |
38,855
+741
| +2% | +$201K | 0.5% | 26 |
|
|
2021
Q2 | $9.31M | Sell |
38,114
-46
| -0.1% | -$11.2K | 0.44% | 36 |
|
|
2021
Q1 | $8.09M | Buy |
38,160
+8,970
| +31% | +$1.9M | 0.45% | 33 |
|
|
2020
Q4 | $6.5M | Buy |
29,190
+4,890
| +20% | +$1.09M | 0.57% | 32 |
|
|
2020
Q3 | $6.11M | Buy |
24,300
+3,613
| +17% | +$908K | 0.59% | 26 |
|
|
2020
Q2 | $3.88M | Buy |
20,687
+838
| +4% | +$157K | 0.37% | 55 |
|
|
2020
Q1 | $2.86M | Buy |
19,849
+203
| +1% | +$29.2K | 0.34% | 62 |
|
|
2019
Q4 | $3.2M | Sell |
19,646
-661
| -3% | -$107K | 0.28% | 73 |
|
|
2019
Q3 | $3.01M | Buy |
20,307
+685
| +3% | +$102K | 0.29% | 71 |
|
|
2019
Q2 | $2.98M | Buy |
19,622
+2,446
| +14% | +$371K | 0.3% | 65 |
|
|
2019
Q1 | $2.72M | Buy |
17,176
+3,228
| +23% | +$511K | 0.29% | 68 |
|
|
2018
Q4 | $1.91M | Buy |
13,948
+121
| +0.9% | +$16.6K | 0.24% | 95 |
|
|
2018
Q3 | $2.2M | Buy |
13,827
+2,586
| +23% | +$411K | 0.25% | 84 |
|
|
2018
Q2 | $1.53M | Buy |
11,241
+1,912
| +20% | +$261K | 0.19% | 122 |
|
|
2018
Q1 | $1.09M | Sell |
9,329
-7,856
| -46% | -$914K | 0.14% | 167 |
|
|
2017
Q4 | $1.76M | Sell |
17,185
-884
| -5% | -$90.4K | 0.21% | 103 |
|
|
2017
Q3 | $1.69M | Sell |
18,069
-880
| -5% | -$82.2K | 0.22% | 93 |
|
|
2017
Q2 | $1.64M | Buy |
18,949
+3,059
| +19% | +$265K | 0.21% | 99 |
|
|
2017
Q1 | $1.31M | Buy |
15,890
+2,613
| +20% | +$216K | 0.18% | 122 |
|
|
2016
Q4 | $909K | Buy |
13,277
+1,847
| +16% | +$126K | 0.13% | 182 |
|
|
2016
Q3 | $815K | Buy |
11,430
+1,972
| +21% | +$141K | 0.12% | 182 |
|
|
2016
Q2 | $751K | Buy |
9,458
+1,568
| +20% | +$125K | 0.12% | 184 |
|
|
2016
Q1 | $583K | Buy |
7,890
+1,412
| +22% | +$104K | 0.1% | 226 |
|
|
2015
Q4 | $508K | Buy |
6,478
+728
| +13% | +$57.1K | 0.09% | 243 |
|
|
2015
Q3 | $399K | Buy |
5,750
+743
| +15% | +$51.6K | 0.08% | 279 |
|
|
2015
Q2 | $349K | Sell |
5,007
-1,140
| -19% | -$79.5K | 0.06% | 368 |
|
|
2015
Q1 | $411K | Sell |
6,147
-223
| -4% | -$14.9K | 0.07% | 323 |
|
|
2014
Q4 | $378K | Sell |
6,370
-84
| -1% | -$4.99K | 0.06% | 332 |
|
|
2014
Q3 | $371K | Buy |
6,454
+80
| +1% | +$4.6K | 0.06% | 339 |
|
|
2014
Q2 | $370K | Buy |
6,374
+1,065
| +20% | +$61.8K | 0.06% | 330 |
|
|
2014
Q1 | $303K | Buy |
+5,309
| New | +$303K | 0.05% | 369 |
|