AIMC
Alley Investment Management Company’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Hold |
2,000
| – | – | 0.07% | 73 |
|
|
2025
Q1 | $537K | Hold |
2,000
| – | – | 0.07% | 72 |
|
|
2024
Q4 | $669K | Hold |
2,000
| – | – | 0.08% | 70 |
|
|
2024
Q3 | $547K | Sell |
2,000
-3
| -0.1% | -$821 | 0.07% | 72 |
|
|
2024
Q2 | $515K | Sell |
2,003
-60
| -3% | -$15.4K | 0.07% | 72 |
|
|
2024
Q1 | $621K | Buy |
2,063
+3
| +0.1% | +$904 | 0.09% | 71 |
|
|
2023
Q4 | $542K | Hold |
2,060
| – | – | 0.08% | 73 |
|
|
2023
Q3 | $418K | Buy |
2,060
+60
| +3% | +$12.2K | 0.07% | 73 |
|
|
2023
Q2 | $423K | Hold |
2,000
| – | – | 0.07% | 75 |
|
|
2023
Q1 | $400K | Hold |
2,000
| – | – | 0.07% | 74 |
|
|
2022
Q4 | $265K | Hold |
2,000
| – | – | 0.05% | 81 |
|
|
2022
Q3 | $288K | Hold |
2,000
| – | – | 0.06% | 77 |
|
|
2022
Q2 | $330K | Hold |
2,000
| – | – | 0.06% | 74 |
|
|
2022
Q1 | $425K | Buy |
+2,000
| New | +$425K | 0.07% | 73 |
|