Investment House LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $723K | Sell |
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|
2025
Q2 | $11.9M | Buy |
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|
2025
Q1 | $8.96M | Sell |
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|
2024
Q4 | $13.1M | Sell |
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|
2024
Q3 | $10.8M | Buy |
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|
2024
Q2 | $3.02M | Buy |
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|
2024
Q1 | $721K | Buy |
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|
2023
Q4 | $603K | Hold |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $541K | Sell |
|
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|
2023
Q1 | $710K | Sell |
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|
2022
Q4 | $786K | Sell |
|
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $2.51M | Sell |
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|
2022
Q1 | $3.98M | Sell |
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|
2021
Q4 | $4.91M | Buy |
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|
2021
Q3 | $4.28M | Buy |
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|
2021
Q2 | $1.68M | Buy |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.35M | Buy |
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|
2020
Q3 | $1.51M | Buy |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $896K | Sell |
|
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|
2019
Q4 | $1.05M | Hold |
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|
2019
Q3 | $956K | Buy |
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|
2019
Q2 | $949K | Buy |
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|
2019
Q1 | $983K | Buy |
|
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|
2018
Q4 | $836K | Buy |
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|
2018
Q3 | $915K | Buy |
|
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|
2018
Q2 | $683K | Buy |
|
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|
2018
Q1 | $572K | Hold |
|
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|
2017
Q4 | $502K | Hold |
|
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|
2017
Q3 | $459K | Hold |
|
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|
2017
Q2 | $426K | Hold |
|
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|
2017
Q1 | $405K | Sell |
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|
2016
Q4 | $388K | Sell |
|
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|
2016
Q3 | $1.19M | Sell |
|
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|
2016
Q2 | $3.72M | Buy |
|
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|
2016
Q1 | $3.36M | Buy |
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|
2015
Q4 | $1.96M | Buy |
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|
2015
Q3 | $516K | Hold |
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|
2015
Q2 | $517K | Hold |
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|
2015
Q1 | $496K | Hold |
|
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|
2014
Q4 | $440K | Sell |
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|
2014
Q3 | $442K | Hold |
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|
2014
Q2 | $446K | Hold |
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|
2014
Q1 | $438K | Hold |
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|
2013
Q4 | $424K | Hold |
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|
2013
Q3 | $398K | Buy |
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|
2013
Q2 | $266K | Buy |
|