Zacks Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7M | Buy |
134,482
+1,114
| +0.8% | +$304K | 0.31% | 87 |
|
|
2025
Q1 | $35.8M | Buy |
133,368
+46,531
| +54% | +$12.5M | 0.33% | 85 |
|
|
2024
Q4 | $29M | Buy |
86,837
+51,919
| +149% | +$17.4M | 0.27% | 97 |
|
|
2024
Q3 | $9.56M | Buy |
34,918
+4,489
| +15% | +$1.23M | 0.08% | 169 |
|
|
2024
Q2 | $7.82M | Buy |
30,429
+3,400
| +13% | +$874K | 0.09% | 155 |
|
|
2024
Q1 | $8.14M | Buy |
27,029
+3,313
| +14% | +$998K | 0.09% | 165 |
|
|
2023
Q4 | $6.24M | Buy |
23,716
+10
| +0% | +$2.63K | 0.08% | 173 |
|
|
2023
Q3 | $4.81M | Buy |
23,706
+1,695
| +8% | +$344K | 0.06% | 187 |
|
|
2023
Q2 | $4.65M | Buy |
22,011
+19,556
| +797% | +$4.13M | 0.06% | 191 |
|
|
2023
Q1 | $491K | Buy |
2,455
+767
| +45% | +$153K | 0.01% | 453 |
|
|
2022
Q4 | $224K | Sell |
1,688
-103,302
| -98% | -$13.7M | ﹤0.01% | 548 |
|
|
2022
Q3 | $15.1M | Sell |
104,990
-1,283
| -1% | -$185K | 0.24% | 99 |
|
|
2022
Q2 | $17.5M | Buy |
106,273
+4,008
| +4% | +$661K | 0.27% | 93 |
|
|
2022
Q1 | $21.7M | Buy |
102,265
+4,608
| +5% | +$978K | 0.3% | 87 |
|
|
2021
Q4 | $24.8M | Buy |
97,657
+2,897
| +3% | +$736K | 0.35% | 82 |
|
|
2021
Q3 | $25.7M | Buy |
94,760
+1,612
| +2% | +$437K | 0.41% | 74 |
|
|
2021
Q2 | $22.8M | Buy |
93,148
+32,023
| +52% | +$7.82M | 0.37% | 80 |
|
|
2021
Q1 | $13M | Sell |
61,125
-36,562
| -37% | -$7.75M | 0.23% | 105 |
|
|
2020
Q4 | $21.7M | Buy |
97,687
+34,386
| +54% | +$7.65M | 0.4% | 74 |
|
|
2020
Q3 | $15.9M | Buy |
+63,301
| New | +$15.9M | 0.32% | 85 |
|
|
2019
Q2 | – | Sell |
-2,095
| Closed | -$332K | – | 545 |
|
|
2019
Q1 | $332K | Buy |
+2,095
| New | +$332K | 0.01% | 483 |
|
|
2018
Q3 | – | Sell |
-1,623
| Closed | -$221K | – | 540 |
|
|
2018
Q2 | $221K | Buy |
+1,623
| New | +$221K | ﹤0.01% | 505 |
|