CAIMH
Central Asset Investments & Management Holdings’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
+1,000
| New | +$273K | 0.19% | 38 |
|
|
2025
Q1 | – | Sell |
-11,750
| Closed | -$3.93M | – | 51 |
|
|
2024
Q4 | $3.93M | Buy |
+11,750
| New | +$3.93M | 2.41% | 12 |
|
|
2024
Q2 | – | Sell |
-10,861
| Closed | -$3.27M | – | 55 |
|
|
2024
Q1 | $3.27M | Buy |
10,861
+1,366
| +14% | +$411K | 2.66% | 12 |
|
|
2023
Q4 | $2.5M | Buy |
+9,495
| New | +$2.5M | 2.51% | 12 |
|
|
2023
Q3 | – | Sell |
-14,945
| Closed | -$3.16M | – | 37 |
|
|
2023
Q2 | $3.16M | Buy |
14,945
+3,300
| +28% | +$697K | 2.48% | 10 |
|
|
2023
Q1 | $2.33M | Buy |
+11,645
| New | +$2.33M | 2.47% | 17 |
|
|
2022
Q4 | – | Sell |
-10,800
| Closed | -$1.55M | – | 42 |
|
|
2022
Q3 | $1.55M | Buy |
10,800
+3,100
| +40% | +$446K | 3.16% | 11 |
|
|
2022
Q2 | $1.27M | Buy |
+7,700
| New | +$1.27M | 2.51% | 14 |
|
|
2022
Q1 | – | Sell |
-1,440
| Closed | -$365K | – | 66 |
|
|
2021
Q4 | $365K | Buy |
1,440
+340
| +31% | +$86.2K | 0.22% | 51 |
|
|
2021
Q3 | $298K | Buy |
+1,100
| New | +$298K | 0.16% | 57 |
|
|
2020
Q4 | – | Sell |
-1,690
| Closed | -$424K | – | 52 |
|
|
2020
Q3 | $424K | Buy |
+1,690
| New | +$424K | 0.19% | 40 |
|
|
2020
Q2 | – | Sell |
-3,570
| Closed | -$514K | – | 31 |
|
|
2020
Q1 | $514K | Buy |
+3,570
| New | +$514K | 0.78% | 12 |
|
|
2019
Q2 | – | Sell |
-10,900
| Closed | -$1.73M | – | 27 |
|
|
2019
Q1 | $1.73M | Buy |
+10,900
| New | +$1.73M | 4.83% | 8 |
|
|
2018
Q4 | – | Sell |
-13,590
| Closed | -$2.16M | – | 12 |
|
|
2018
Q3 | $2.16M | Buy |
13,590
+2,890
| +27% | +$460K | 2.46% | 11 |
|
|
2018
Q2 | $1.46M | Buy |
10,700
+2,500
| +30% | +$341K | 1.09% | 16 |
|
|
2018
Q1 | $953K | Buy |
+8,200
| New | +$953K | 0.81% | 19 |
|