GAM
Gemmer Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
4,383
-1,038
| -19% | -$283K | 0.11% | 72 |
|
|
2025
Q1 | $1.45M | Buy |
5,421
+1,443
| +36% | +$387K | 0.15% | 62 |
|
|
2024
Q4 | $1.33M | Buy |
3,978
+2,554
| +179% | +$854K | 0.13% | 65 |
|
|
2024
Q3 | $390K | Sell |
1,424
-207
| -13% | -$56.6K | 0.04% | 104 |
|
|
2024
Q2 | $419K | Buy |
1,631
+12
| +0.7% | +$3.09K | 0.04% | 95 |
|
|
2024
Q1 | $488K | Sell |
1,619
-42
| -3% | -$12.7K | 0.06% | 82 |
|
|
2023
Q4 | $437K | Buy |
1,661
+609
| +58% | +$160K | 0.05% | 78 |
|
|
2023
Q3 | $213K | Sell |
1,052
-197
| -16% | -$39.9K | 0.03% | 120 |
|
|
2023
Q2 | $264K | Buy |
1,249
+125
| +11% | +$26.4K | 0.04% | 107 |
|
|
2023
Q1 | $225K | Buy |
+1,124
| New | +$225K | 0.03% | 118 |
|
|
2022
Q4 | – | Sell |
-5,709
| Closed | -$821K | – | 117 |
|
|
2022
Q3 | $821K | Sell |
5,709
-9,830
| -63% | -$1.41M | 0.14% | 58 |
|
|
2022
Q2 | $2.57M | Sell |
15,539
-43
| -0.3% | -$7.1K | 0.4% | 38 |
|
|
2022
Q1 | $3.31M | Buy |
15,582
+27
| +0.2% | +$5.73K | 0.41% | 39 |
|
|
2021
Q4 | $3.95M | Sell |
15,555
-90
| -0.6% | -$22.9K | 0.47% | 39 |
|
|
2021
Q3 | $4.24M | Buy |
15,645
+7
| +0% | +$1.9K | 0.59% | 32 |
|
|
2021
Q2 | $3.82M | Buy |
15,638
+14
| +0.1% | +$3.42K | 0.53% | 36 |
|
|
2021
Q1 | $3.31M | Buy |
15,624
+68
| +0.4% | +$14.4K | 0.52% | 35 |
|
|
2020
Q4 | $3.46M | Sell |
15,556
-83
| -0.5% | -$18.5K | 0.57% | 32 |
|
|
2020
Q3 | $3.93M | Hold |
15,639
| – | – | 0.73% | 27 |
|
|
2020
Q2 | $2.93M | Sell |
15,639
-68
| -0.4% | -$12.7K | 0.62% | 33 |
|
|
2020
Q1 | $2.26M | Buy |
15,707
+86
| +0.6% | +$12.4K | 0.6% | 33 |
|
|
2019
Q4 | $2.54M | Sell |
15,621
-8,709
| -36% | -$1.42M | 0.58% | 32 |
|
|
2019
Q3 | $3.61M | Sell |
24,330
-17,457
| -42% | -$2.59M | 0.9% | 25 |
|
|
2019
Q2 | $6.34M | Buy |
41,787
+243
| +0.6% | +$36.9K | 1.7% | 17 |
|
|
2019
Q1 | $6.58M | Sell |
41,544
-534
| -1% | -$84.6K | 1.79% | 16 |
|
|
2018
Q4 | $5.76M | Buy |
42,078
+789
| +2% | +$108K | 1.78% | 15 |
|
|
2018
Q3 | $6.57M | Buy |
41,289
+21,236
| +106% | +$3.38M | 2.04% | 13 |
|
|
2018
Q2 | $2.74M | Hold |
20,053
| – | – | 0.94% | 25 |
|
|
2018
Q1 | $2.33M | Hold |
20,053
| – | – | 0.8% | 27 |
|
|
2017
Q4 | $2.05M | Hold |
20,053
| – | – | 0.71% | 29 |
|
|
2017
Q3 | $1.87M | Hold |
20,053
| – | – | 0.71% | 30 |
|
|
2017
Q2 | $1.74M | Hold |
20,053
| – | – | 0.73% | 29 |
|
|
2017
Q1 | $1.65M | Buy |
20,053
+3,295
| +20% | +$272K | 0.74% | 28 |
|
|
2016
Q4 | $1.15M | Sell |
16,758
-59
| -0.4% | -$4.04K | 0.58% | 28 |
|
|
2016
Q3 | $1.2M | Sell |
16,817
-63
| -0.4% | -$4.5K | 0.61% | 26 |
|
|
2016
Q2 | $1.34M | Buy |
16,880
+33
| +0.2% | +$2.62K | 0.72% | 24 |
|
|
2016
Q1 | $1.24M | Buy |
16,847
+50
| +0.3% | +$3.69K | 0.72% | 25 |
|
|
2015
Q4 | $1.32M | Buy |
16,797
+16,497
| +5,499% | +$1.29M | 0.78% | 25 |
|
|
2015
Q3 | $21K | Buy |
300
+92
| +44% | +$6.44K | 0.01% | 304 |
|
|
2015
Q2 | $14K | Hold |
208
| – | – | 0.01% | 438 |
|
|
2015
Q1 | $14K | Buy |
208
+48
| +30% | +$3.23K | 0.01% | 464 |
|
|
2014
Q4 | $9K | Sell |
160
-147
| -48% | -$8.27K | 0.01% | 621 |
|
|
2014
Q3 | $18K | Buy |
307
+147
| +92% | +$8.62K | 0.01% | 335 |
|
|
2014
Q2 | $9K | Buy |
160
+34
| +27% | +$1.91K | 0.01% | 637 |
|
|
2014
Q1 | $7K | Buy |
+126
| New | +$7K | 0.01% | 731 |
|