HeadInvest LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,187
| Closed | -$314K | – | 226 |
|
|
2025
Q4 | $314K | Sell |
1,187
-612
| -34% | -$152K | 0.06% | 179 |
|
|
2025
Q3 | $426K | Sell |
1,799
-55
| -3% | -$13.9K | 0.09% | 154 |
|
|
2025
Q2 | $506K | Sell |
1,854
-250
| -12% | -$66.8K | 0.11% | 139 |
|
|
2025
Q1 | $565K | Buy |
2,104
+8
| +0.4% | +$2.49K | 0.11% | 137 |
|
|
2024
Q4 | $701K | Sell |
2,096
-98
| -4% | -$31.3K | 0.13% | 121 |
|
|
2024
Q3 | $601K | Sell |
2,194
-15
| -0.7% | -$3.84K | 0.11% | 136 |
|
|
2024
Q2 | $568K | Sell |
2,209
-220
| -9% | -$58.9K | 0.11% | 130 |
|
|
2024
Q1 | $732K | Sell |
2,429
-21
| -0.9% | -$6.06K | 0.14% | 107 |
|
|
2023
Q4 | $645K | Sell |
2,450
-57
| -2% | -$12.9K | 0.13% | 114 |
|
|
2023
Q3 | $511K | Sell |
2,507
-22
| -0.9% | -$4.75K | 0.11% | 125 |
|
|
2023
Q2 | $528K | Buy |
2,529
+1
| +0% | +$204 | 0.11% | 127 |
|
|
2023
Q1 | $505K | Sell |
2,528
-2,432
| -49% | -$411K | 0.11% | 135 |
|
|
2022
Q4 | $658K | Sell |
4,960
-426
| -8% | -$62.2K | 0.15% | 107 |
|
|
2022
Q3 | $775K | Buy |
5,386
+172
| +3% | +$29.2K | 0.19% | 92 |
|
|
2022
Q2 | $861K | Buy |
5,214
+261
| +5% | +$46.1K | 0.19% | 91 |
|
|
2022
Q1 | $1.05M | Buy |
4,953
+188
| +4% | +$40.5K | 0.2% | 87 |
|
|
2021
Q4 | $1.21M | Buy |
4,765
+168
| +4% | +$47.2K | 0.21% | 84 |
|
|
2021
Q3 | $1.25M | Sell |
4,597
-167
| -4% | -$42.4K | 0.24% | 79 |
|
|
2021
Q2 | $1.16M | Buy |
4,764
+210
| +5% | +$48.4K | 0.22% | 80 |
|
|
2021
Q1 | $964K | Buy |
4,554
+1,582
| +53% | +$352K | 0.2% | 83 |
|
|
2020
Q4 | $661K | Buy |
2,972
+1,250
| +73% | +$304K | 0.14% | 110 |
|
|
2020
Q3 | $433K | Buy |
1,722
+20
| +1% | +$4.38K | 0.13% | 118 |
|
|
2020
Q2 | $319K | Buy |
1,702
+164
| +11% | +$27.6K | 0.1% | 128 |
|
|
2020
Q1 | $221K | Buy |
1,538
+60
| +4% | +$10.3K | 0.08% | 143 |
|
|
2019
Q4 | $240K | Buy |
+1,478
| New | +$232K | 0.07% | 177 |
|
Other funds holding CRM
VCM
VPM
