KCM Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
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|
2025
Q1 | $3.63M | Buy |
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|
2024
Q4 | $4.5M | Sell |
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|
2024
Q3 | $3.8M | Sell |
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|
2024
Q2 | $3.6M | Sell |
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|
2024
Q1 | $4.66M | Sell |
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|
2023
Q4 | $4.42M | Sell |
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|
2023
Q3 | $4.27M | Sell |
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|
2023
Q2 | $5.18M | Sell |
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|
2023
Q1 | $6.01M | Sell |
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|
2022
Q4 | $4.43M | Sell |
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|
2022
Q3 | $5.03M | Sell |
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|
2022
Q2 | $6.11M | Sell |
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|
2022
Q1 | $8.25M | Sell |
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|
2021
Q4 | $10.4M | Buy |
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|
2021
Q3 | $11.1M | Buy |
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|
2021
Q2 | $9.97M | Sell |
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|
2021
Q1 | $9.11M | Buy |
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|
2020
Q4 | $8.74M | Buy |
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|
2020
Q3 | $9.06M | Buy |
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|
2020
Q2 | $6.47M | Buy |
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|
2020
Q1 | $4.95M | Sell |
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|
2019
Q4 | $5.99M | Sell |
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|
2019
Q3 | $5.53M | Sell |
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|
2019
Q2 | $5.73M | Buy |
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|
2019
Q1 | $5.87M | Sell |
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|
2018
Q4 | $5.09M | Sell |
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|
2018
Q3 | $5.97M | Buy |
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|
2018
Q2 | $4.85M | Buy |
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|
2018
Q1 | $3.44M | Buy |
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|
2017
Q4 | $2.07M | Buy |
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|
2017
Q3 | $1.83M | Sell |
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|
2017
Q2 | $1.73M | Sell |
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|
2017
Q1 | $1.73M | Sell |
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|
2016
Q4 | $2.07M | Sell |
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|
2016
Q3 | $2.23M | Buy |
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|
2016
Q2 | $2.2M | Buy |
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|
2016
Q1 | $1.98M | Buy |
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|
2015
Q4 | $1.42M | Buy |
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|
2015
Q3 | $1.25M | Buy |
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|
2015
Q2 | $1.16M | Buy |
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|
2015
Q1 | $982K | Buy |
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|
2014
Q4 | $664K | Buy |
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|
2014
Q3 | $405K | Buy |
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