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