KIA
KCM Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
13,570
+39
| +0.3% | +$10.6K | 0.12% | 110 |
|
|
2025
Q1 | $3.63M | Buy |
13,531
+74
| +0.5% | +$19.9K | 0.13% | 111 |
|
|
2024
Q4 | $4.5M | Sell |
13,457
-409
| -3% | -$137K | 0.16% | 103 |
|
|
2024
Q3 | $3.8M | Sell |
13,866
-155
| -1% | -$42.4K | 0.13% | 113 |
|
|
2024
Q2 | $3.6M | Sell |
14,021
-1,450
| -9% | -$373K | 0.13% | 111 |
|
|
2024
Q1 | $4.66M | Sell |
15,471
-1,337
| -8% | -$403K | 0.17% | 101 |
|
|
2023
Q4 | $4.42M | Sell |
16,808
-4,231
| -20% | -$1.11M | 0.18% | 103 |
|
|
2023
Q3 | $4.27M | Sell |
21,039
-3,500
| -14% | -$710K | 0.18% | 101 |
|
|
2023
Q2 | $5.18M | Sell |
24,539
-5,539
| -18% | -$1.17M | 0.21% | 99 |
|
|
2023
Q1 | $6.01M | Sell |
30,078
-3,304
| -10% | -$660K | 0.24% | 94 |
|
|
2022
Q4 | $4.43M | Sell |
33,382
-1,581
| -5% | -$210K | 0.19% | 108 |
|
|
2022
Q3 | $5.03M | Sell |
34,963
-2,036
| -6% | -$293K | 0.23% | 94 |
|
|
2022
Q2 | $6.11M | Sell |
36,999
-1,859
| -5% | -$307K | 0.27% | 87 |
|
|
2022
Q1 | $8.25M | Sell |
38,858
-2,203
| -5% | -$468K | 0.3% | 80 |
|
|
2021
Q4 | $10.4M | Buy |
41,061
+52
| +0.1% | +$13.2K | 0.36% | 71 |
|
|
2021
Q3 | $11.1M | Buy |
41,009
+189
| +0.5% | +$51.3K | 0.44% | 58 |
|
|
2021
Q2 | $9.97M | Sell |
40,820
-2,192
| -5% | -$535K | 0.4% | 62 |
|
|
2021
Q1 | $9.11M | Buy |
43,012
+3,721
| +9% | +$788K | 0.4% | 61 |
|
|
2020
Q4 | $8.74M | Buy |
39,291
+3,241
| +9% | +$721K | 0.42% | 57 |
|
|
2020
Q3 | $9.06M | Buy |
36,050
+1,519
| +4% | +$382K | 0.5% | 55 |
|
|
2020
Q2 | $6.47M | Buy |
34,531
+136
| +0.4% | +$25.5K | 0.36% | 65 |
|
|
2020
Q1 | $4.95M | Sell |
34,395
-2,460
| -7% | -$354K | 0.33% | 73 |
|
|
2019
Q4 | $5.99M | Sell |
36,855
-370
| -1% | -$60.2K | 0.33% | 81 |
|
|
2019
Q3 | $5.53M | Sell |
37,225
-566
| -1% | -$84K | 0.32% | 82 |
|
|
2019
Q2 | $5.73M | Buy |
37,791
+742
| +2% | +$113K | 0.34% | 83 |
|
|
2019
Q1 | $5.87M | Sell |
37,049
-134
| -0.4% | -$21.2K | 0.38% | 74 |
|
|
2018
Q4 | $5.09M | Sell |
37,183
-336
| -0.9% | -$46K | 0.34% | 76 |
|
|
2018
Q3 | $5.97M | Buy |
37,519
+1,933
| +5% | +$307K | 0.34% | 77 |
|
|
2018
Q2 | $4.85M | Buy |
35,586
+6,012
| +20% | +$820K | 0.3% | 85 |
|
|
2018
Q1 | $3.44M | Buy |
29,574
+9,287
| +46% | +$1.08M | 0.21% | 109 |
|
|
2017
Q4 | $2.07M | Buy |
20,287
+658
| +3% | +$67.3K | 0.12% | 165 |
|
|
2017
Q3 | $1.83M | Sell |
19,629
-395
| -2% | -$36.9K | 0.11% | 189 |
|
|
2017
Q2 | $1.73M | Sell |
20,024
-940
| -4% | -$81.4K | 0.11% | 196 |
|
|
2017
Q1 | $1.73M | Sell |
20,964
-9,315
| -31% | -$768K | 0.11% | 196 |
|
|
2016
Q4 | $2.07M | Sell |
30,279
-946
| -3% | -$64.8K | 0.14% | 169 |
|
|
2016
Q3 | $2.23M | Buy |
31,225
+3,526
| +13% | +$251K | 0.15% | 160 |
|
|
2016
Q2 | $2.2M | Buy |
27,699
+915
| +3% | +$72.7K | 0.15% | 161 |
|
|
2016
Q1 | $1.98M | Buy |
26,784
+8,697
| +48% | +$642K | 0.15% | 162 |
|
|
2015
Q4 | $1.42M | Buy |
18,087
+10
| +0.1% | +$784 | 0.11% | 198 |
|
|
2015
Q3 | $1.26M | Buy |
18,077
+1,361
| +8% | +$94.5K | 0.1% | 215 |
|
|
2015
Q2 | $1.16M | Buy |
16,716
+2,021
| +14% | +$141K | 0.09% | 230 |
|
|
2015
Q1 | $982K | Buy |
14,695
+3,498
| +31% | +$234K | 0.08% | 250 |
|
|
2014
Q4 | $664K | Buy |
11,197
+4,163
| +59% | +$247K | 0.06% | 293 |
|
|
2014
Q3 | $405K | Buy |
+7,034
| New | +$405K | 0.04% | 359 |
|