Grassi Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.17M | Buy |
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|
2025
Q1 | $8.99M | Buy |
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|
2024
Q4 | $10.8M | Sell |
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|
2024
Q3 | $8.87M | Sell |
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|
2024
Q2 | $8.53M | Sell |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $8.9M | Sell |
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|
2023
Q3 | $6.88M | Hold |
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|
2023
Q2 | $7.16M | Hold |
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|
2023
Q1 | $6.78M | Sell |
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|
2022
Q4 | $4.53M | Sell |
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|
2022
Q3 | $4.95M | Sell |
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|
2022
Q2 | $6.62M | Buy |
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|
2022
Q1 | $8.16M | Buy |
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|
2021
Q4 | $9.34M | Buy |
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|
2021
Q3 | $9.9M | Buy |
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|
2021
Q2 | $8.81M | Buy |
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|
2021
Q1 | $7.54M | Buy |
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|
2020
Q4 | $7.83M | Sell |
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|
2020
Q3 | $8.98M | Sell |
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|
2020
Q2 | $7.18M | Sell |
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|
2020
Q1 | $5.59M | Sell |
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|
2019
Q4 | $8.42M | Sell |
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|
2019
Q3 | $7.76M | Sell |
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|
2019
Q2 | $8.45M | Sell |
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|
2019
Q1 | $8.91M | Buy |
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|
2018
Q4 | $6.97M | Sell |
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|
2018
Q3 | $8.16M | Buy |
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|
2018
Q2 | $6.98M | Buy |
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|
2018
Q1 | $5.61M | Buy |
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|
2017
Q4 | $3.69M | Buy |
|
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|
2017
Q3 | $1.71M | Buy |
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|
2017
Q2 | $1.46M | Buy |
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|
2017
Q1 | $1.08M | Buy |
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|
2016
Q4 | $759K | Sell |
|
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|
2016
Q3 | $1.08M | Buy |
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|
2016
Q2 | $545K | Buy |
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|
2016
Q1 | $425K | Buy |
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|
2015
Q4 | $442K | Sell |
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|
2015
Q3 | $398K | Sell |
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|
2015
Q2 | $422K | Sell |
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|
2015
Q1 | $1.97M | Buy |
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|
2014
Q4 | $1.55M | Buy |
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|
2014
Q3 | $883K | Buy |
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|
2014
Q2 | $744K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $397K | Buy |
|