CIM 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 | $622K | Sell |
2,281
-9
| -0.4% | -$2.45K | 0.12% | 155 |
|
2025
Q1 | $615K | Sell |
2,290
-2
| -0.1% | -$537 | 0.14% | 97 |
|
2024
Q4 | $766K | Sell |
2,292
-24
| -1% | -$8.02K | 0.22% | 80 |
|
2024
Q3 | $634K | Sell |
2,316
-82
| -3% | -$22.4K | 0.19% | 101 |
|
2024
Q2 | $617K | Sell |
2,398
-27
| -1% | -$6.94K | 0.19% | 107 |
|
2024
Q1 | $730K | Hold |
2,425
| – | – | 0.22% | 93 |
|
2023
Q4 | $638K | Buy |
2,425
+326
| +16% | +$85.8K | 0.21% | 103 |
|
2023
Q3 | $426K | Sell |
2,099
-55
| -3% | -$11.2K | 0.16% | 132 |
|
2023
Q2 | $455K | Buy |
2,154
+5
| +0.2% | +$1.06K | 0.15% | 130 |
|
2023
Q1 | $429K | Sell |
2,149
-2,717
| -56% | -$543K | 0.16% | 136 |
|
2022
Q4 | $645K | Buy |
4,866
+2,594
| +114% | +$344K | 0.25% | 82 |
|
2022
Q3 | $327K | Hold |
2,272
| – | – | 0.15% | 142 |
|
2022
Q2 | $375K | Sell |
2,272
-14
| -0.6% | -$2.31K | 0.16% | 136 |
|
2022
Q1 | $485K | Sell |
2,286
-2
| -0.1% | -$424 | 0.16% | 125 |
|
2021
Q4 | $581K | Sell |
2,288
-1,599
| -41% | -$406K | 0.17% | 126 |
|
2021
Q3 | $1.05M | Sell |
3,887
-32
| -0.8% | -$8.68K | 0.33% | 58 |
|
2021
Q2 | $957K | Sell |
3,919
-184
| -4% | -$44.9K | 0.3% | 66 |
|
2021
Q1 | $869K | Buy |
4,103
+145
| +4% | +$30.7K | 0.27% | 64 |
|
2020
Q4 | $881K | Buy |
3,958
+53
| +1% | +$11.8K | 0.29% | 64 |
|
2020
Q3 | $981K | Buy |
+3,905
| New | +$981K | 0.37% | 45 |
|
2020
Q1 | – | Sell |
-2,010
| Closed | -$327K | – | 209 |
|
2019
Q4 | $327K | Hold |
2,010
| – | – | 0.13% | 150 |
|
2019
Q3 | $298K | Sell |
2,010
-187
| -9% | -$27.7K | 0.11% | 230 |
|
2019
Q2 | $333K | Buy |
2,197
+93
| +4% | +$14.1K | 0.12% | 211 |
|
2019
Q1 | $333K | Hold |
2,104
| – | – | 0.13% | 221 |
|
2018
Q4 | $288K | Sell |
2,104
-2,715
| -56% | -$372K | 0.13% | 219 |
|
2018
Q3 | $766K | Sell |
4,819
-2,378
| -33% | -$378K | 0.27% | 75 |
|
2018
Q2 | $982K | Sell |
7,197
-180
| -2% | -$24.6K | 0.34% | 61 |
|
2018
Q1 | $858K | Sell |
7,377
-163
| -2% | -$19K | 0.29% | 86 |
|
2017
Q4 | $771K | Sell |
7,540
-105
| -1% | -$10.7K | 0.26% | 97 |
|
2017
Q3 | $714K | Sell |
7,645
-519
| -6% | -$48.5K | 0.26% | 85 |
|
2017
Q2 | $707K | Sell |
8,164
-115
| -1% | -$9.96K | 0.25% | 94 |
|
2017
Q1 | $683K | Sell |
8,279
-732
| -8% | -$60.4K | 0.23% | 96 |
|
2016
Q4 | $617K | Buy |
9,011
+131
| +1% | +$8.97K | 0.22% | 119 |
|
2016
Q3 | $633K | Sell |
8,880
-620
| -7% | -$44.2K | 0.24% | 106 |
|
2016
Q2 | $754K | Buy |
9,500
+310
| +3% | +$24.6K | 0.31% | 86 |
|
2016
Q1 | $678K | Sell |
9,190
-1,221
| -12% | -$90.1K | 0.3% | 103 |
|
2015
Q4 | $816K | Buy |
+10,411
| New | +$816K | 0.37% | 93 |
|
2014
Q3 | – | Sell |
-14,921
| Closed | -$867K | – | 202 |
|
2014
Q2 | $867K | Sell |
14,921
-437
| -3% | -$25.4K | 0.44% | 96 |
|
2014
Q1 | $877K | Sell |
15,358
-447
| -3% | -$25.5K | 0.4% | 91 |
|
2013
Q4 | $872K | Buy |
15,805
+1,120
| +8% | +$61.8K | 0.44% | 98 |
|
2013
Q3 | $762K | Buy |
+14,685
| New | +$762K | 0.45% | 93 |
|