HCM
Highview Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
1,000
| – | – | 0.11% | 99 |
|
|
2025
Q1 | $268K | Hold |
1,000
| – | – | 0.11% | 92 |
|
|
2024
Q4 | $334K | Hold |
1,000
| – | – | 0.13% | 99 |
|
|
2024
Q3 | $274K | Hold |
1,000
| – | – | 0.11% | 102 |
|
|
2024
Q2 | $257K | Sell |
1,000
-105
| -10% | -$27K | 0.11% | 106 |
|
|
2024
Q1 | $333K | Sell |
1,105
-20
| -2% | -$6.02K | 0.15% | 97 |
|
|
2023
Q4 | $296K | Buy |
1,125
+20
| +2% | +$5.26K | 0.16% | 87 |
|
|
2023
Q3 | $224K | Sell |
1,105
-39
| -3% | -$7.91K | 0.13% | 98 |
|
|
2023
Q2 | $242K | Buy |
1,144
+39
| +4% | +$8.24K | 0.13% | 88 |
|
|
2023
Q1 | $221K | Sell |
1,105
-851
| -44% | -$170K | 0.13% | 91 |
|
|
2022
Q4 | $259K | Sell |
1,956
-50
| -2% | -$6.63K | 0.16% | 96 |
|
|
2022
Q3 | $289K | Hold |
2,006
| – | – | 0.21% | 80 |
|
|
2022
Q2 | $331K | Sell |
2,006
-1,611
| -45% | -$266K | 0.25% | 75 |
|
|
2022
Q1 | $768K | Buy |
3,617
+631
| +21% | +$134K | 0.49% | 60 |
|
|
2021
Q4 | $759K | Buy |
+2,986
| New | +$759K | 0.49% | 58 |
|