GIM
Grassi Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.17M | Buy |
33,614
+100
| +0.3% | +$27.3K | 0.73% | 37 |
|
|
2025
Q1 | $8.99M | Buy |
33,514
+1,350
| +4% | +$362K | 0.83% | 35 |
|
|
2024
Q4 | $10.8M | Sell |
32,164
-250
| -0.8% | -$83.6K | 0.92% | 31 |
|
|
2024
Q3 | $8.87M | Sell |
32,414
-749
| -2% | -$205K | 0.77% | 37 |
|
|
2024
Q2 | $8.53M | Sell |
33,163
-450
| -1% | -$116K | 0.76% | 37 |
|
|
2024
Q1 | $10.1M | Sell |
33,613
-200
| -0.6% | -$60.2K | 0.92% | 33 |
|
|
2023
Q4 | $8.9M | Sell |
33,813
-100
| -0.3% | -$26.3K | 0.93% | 35 |
|
|
2023
Q3 | $6.88M | Hold |
33,913
| – | – | 0.79% | 38 |
|
|
2023
Q2 | $7.16M | Hold |
33,913
| – | – | 0.79% | 41 |
|
|
2023
Q1 | $6.78M | Sell |
33,913
-270
| -0.8% | -$53.9K | 0.84% | 41 |
|
|
2022
Q4 | $4.53M | Sell |
34,183
-225
| -0.7% | -$29.8K | 0.61% | 51 |
|
|
2022
Q3 | $4.95M | Sell |
34,408
-5,688
| -14% | -$818K | 0.72% | 49 |
|
|
2022
Q2 | $6.62M | Buy |
40,096
+1,650
| +4% | +$272K | 0.87% | 45 |
|
|
2022
Q1 | $8.16M | Buy |
38,446
+1,700
| +5% | +$361K | 0.85% | 44 |
|
|
2021
Q4 | $9.34M | Buy |
36,746
+250
| +0.7% | +$63.5K | 0.93% | 37 |
|
|
2021
Q3 | $9.9M | Buy |
36,496
+425
| +1% | +$115K | 1.11% | 34 |
|
|
2021
Q2 | $8.81M | Buy |
36,071
+488
| +1% | +$119K | 0.96% | 39 |
|
|
2021
Q1 | $7.54M | Buy |
35,583
+400
| +1% | +$84.7K | 0.85% | 42 |
|
|
2020
Q4 | $7.83M | Sell |
35,183
-567
| -2% | -$126K | 0.99% | 39 |
|
|
2020
Q3 | $8.99M | Sell |
35,750
-2,575
| -7% | -$647K | 1.27% | 32 |
|
|
2020
Q2 | $7.18M | Sell |
38,325
-500
| -1% | -$93.7K | 1.03% | 44 |
|
|
2020
Q1 | $5.59M | Sell |
38,825
-12,930
| -25% | -$1.86M | 0.98% | 46 |
|
|
2019
Q4 | $8.42M | Sell |
51,755
-550
| -1% | -$89.4K | 1.14% | 39 |
|
|
2019
Q3 | $7.76M | Sell |
52,305
-3,410
| -6% | -$506K | 1.16% | 39 |
|
|
2019
Q2 | $8.45M | Sell |
55,715
-525
| -0.9% | -$79.7K | 1.25% | 35 |
|
|
2019
Q1 | $8.91M | Buy |
56,240
+5,330
| +10% | +$844K | 1.32% | 30 |
|
|
2018
Q4 | $6.97M | Sell |
50,910
-400
| -0.8% | -$54.8K | 1.2% | 37 |
|
|
2018
Q3 | $8.16M | Buy |
51,310
+145
| +0.3% | +$23.1K | 1.21% | 30 |
|
|
2018
Q2 | $6.98M | Buy |
51,165
+2,950
| +6% | +$402K | 1.12% | 38 |
|
|
2018
Q1 | $5.61M | Buy |
48,215
+12,067
| +33% | +$1.4M | 0.91% | 50 |
|
|
2017
Q4 | $3.7M | Buy |
36,148
+17,860
| +98% | +$1.83M | 0.6% | 58 |
|
|
2017
Q3 | $1.71M | Buy |
18,288
+1,400
| +8% | +$131K | 0.29% | 68 |
|
|
2017
Q2 | $1.46M | Buy |
16,888
+3,750
| +29% | +$325K | 0.26% | 77 |
|
|
2017
Q1 | $1.08M | Buy |
13,138
+2,050
| +18% | +$169K | 0.19% | 83 |
|
|
2016
Q4 | $759K | Sell |
11,088
-4,025
| -27% | -$276K | 0.14% | 91 |
|
|
2016
Q3 | $1.08M | Buy |
15,113
+8,250
| +120% | +$588K | 0.2% | 80 |
|
|
2016
Q2 | $545K | Buy |
6,863
+1,100
| +19% | +$87.4K | 0.1% | 101 |
|
|
2016
Q1 | $425K | Buy |
5,763
+125
| +2% | +$9.22K | 0.08% | 108 |
|
|
2015
Q4 | $442K | Sell |
5,638
-100
| -2% | -$7.84K | 0.09% | 114 |
|
|
2015
Q3 | $398K | Sell |
5,738
-328
| -5% | -$22.8K | 0.08% | 122 |
|
|
2015
Q2 | $422K | Sell |
6,066
-23,465
| -79% | -$1.63M | 0.08% | 125 |
|
|
2015
Q1 | $1.97M | Buy |
29,531
+3,400
| +13% | +$227K | 0.37% | 79 |
|
|
2014
Q4 | $1.55M | Buy |
26,131
+10,775
| +70% | +$639K | 0.27% | 85 |
|
|
2014
Q3 | $883K | Buy |
15,356
+2,550
| +20% | +$147K | 0.17% | 98 |
|
|
2014
Q2 | $744K | Buy |
+12,806
| New | +$744K | 0.16% | 100 |
|
|
2013
Q3 | – | Sell |
-10,406
| Closed | -$397K | – | 134 |
|
|
2013
Q2 | $397K | Buy |
+10,406
| New | +$397K | 0.11% | 123 |
|