CIA
CCM Investment Advisers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Buy |
65,261
+333
| +0.5% | +$90.8K | 1.92% | 20 |
|
|
2025
Q1 | $17.4M | Sell |
64,928
-2,376
| -4% | -$638K | 2.14% | 15 |
|
|
2024
Q4 | $22.5M | Buy |
67,304
+153
| +0.2% | +$51.2K | 2.49% | 10 |
|
|
2024
Q3 | $18.4M | Buy |
67,151
+1,981
| +3% | +$542K | 2.05% | 14 |
|
|
2024
Q2 | $16.8M | Buy |
65,170
+572
| +0.9% | +$147K | 1.97% | 15 |
|
|
2024
Q1 | $19.5M | Sell |
64,598
-7,205
| -10% | -$2.17M | 2.33% | 10 |
|
|
2023
Q4 | $18.9M | Sell |
71,803
-3,774
| -5% | -$993K | 2.33% | 10 |
|
|
2023
Q3 | $15.3M | Sell |
75,577
-1,052
| -1% | -$213K | 2.11% | 15 |
|
|
2023
Q2 | $16.2M | Sell |
76,629
-690
| -0.9% | -$146K | 2.17% | 11 |
|
|
2023
Q1 | $15.4M | Buy |
77,319
+5,369
| +7% | +$1.07M | 2.19% | 9 |
|
|
2022
Q4 | $9.54M | Buy |
+71,950
| New | +$9.54M | 1.52% | 38 |
|