GC
Grimes & Company’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Sell |
61,008
-1,109
| -2% | -$302K | 0.45% | 48 |
|
|
2025
Q1 | $16.7M | Buy |
62,117
+86
| +0.1% | +$23.1K | 0.52% | 46 |
|
|
2024
Q4 | $20.7M | Sell |
62,031
-563
| -0.9% | -$188K | 0.6% | 39 |
|
|
2024
Q3 | $17.1M | Buy |
62,594
+312
| +0.5% | +$85.4K | 0.46% | 46 |
|
|
2024
Q2 | $16M | Buy |
62,282
+61,444
| +7,332% | +$15.8M | 0.48% | 48 |
|
|
2024
Q1 | $253K | Sell |
838
-1
| -0.1% | -$301 | 0.01% | 291 |
|
|
2023
Q4 | $221K | Buy |
+839
| New | +$221K | 0.01% | 294 |
|