GIM
Generate Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Sell |
18,178
-38,849
| -68% | -$10.6M | 0.28% | 80 |
|
|
2025
Q1 | $15.3M | Sell |
57,027
-15,789
| -22% | -$4.24M | 1.07% | 31 |
|
|
2024
Q4 | $24.3M | Buy |
72,816
+72
| +0.1% | +$24.1K | 1.7% | 18 |
|
|
2024
Q3 | $19.9M | Buy |
72,744
+49,466
| +213% | +$13.5M | 1.33% | 28 |
|
|
2024
Q2 | $5.98M | Sell |
23,278
-31,018
| -57% | -$7.97M | 0.35% | 64 |
|
|
2024
Q1 | $16.4M | Buy |
54,296
+20,964
| +63% | +$6.31M | 1.19% | 25 |
|
|
2023
Q4 | $8.77M | Buy |
+33,332
| New | +$8.77M | 0.76% | 49 |
|