KIG

Kessler Investment Group’s Salesforce CRM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$109K	Hold	400	–	–	0.04%	90
2025 Q1	$107K	Sell	400 -84	-17%	-$22.5K	0.05%	88
2024 Q4	$162K	Sell	484 -16	-3%	-$5.35K	0.08%	76
2024 Q3	$137K	Hold	500	–	–	0.07%	75
2024 Q2	$129K	Hold	500	–	–	0.07%	77
2024 Q1	$151K	Hold	500	–	–	0.09%	67
2023 Q4	$132K	Sell	500 -54	-10%	-$14.2K	0.08%	73
2023 Q3	$113K	Hold	554	–	–	0.09%	70
2023 Q2	$117K	Hold	554	–	–	0.08%	71
2023 Q1	$111K	Hold	554	–	–	0.07%	85
2022 Q4	$74K	Hold	554	–	–	0.08%	80
2022 Q3	$80K	Hold	554	–	–	0.07%	90
2022 Q2	$92K	Hold	554	–	–	0.08%	79
2022 Q1	$118K	Hold	554	–	–	0.07%	88
2021 Q4	$141K	Buy	554 +54	+11%	+$13.7K	0.08%	88
2021 Q3	$136K	Buy	500 +250	+100%	+$68K	0.1%	76
2021 Q2	$61K	Hold	250	–	–	0.05%	75
2021 Q1	$53K	Hold	250	–	–	0.07%	61
2020 Q4	$56K	Hold	250	–	–	0.06%	65
2020 Q3	$63K	Hold	250	–	–	0.07%	60
2020 Q2	$47K	Hold	250	–	–	0.06%	69
2020 Q1	$36K	Hold	250	–	–	0.05%	68
2019 Q4	$41K	Hold	250	–	–	0.04%	73
2019 Q3	$37K	Hold	250	–	–	0.04%	78
2019 Q2	$38K	Hold	250	–	–	0.04%	89
2019 Q1	$40K	Buy	+250	New	+$40K	0.04%	86
2017 Q2	–	Sell	-5,132	Closed	-$423K	–	92
2017 Q1	$423K	Sell	5,132 -302	-6%	-$24.9K	0.54%	33
2016 Q4	$372K	Sell	5,434 -10	-0.2%	-$685	0.45%	36
2016 Q3	$388K	Sell	5,444 -214	-4%	-$15.3K	0.56%	35
2016 Q2	$449K	Sell	5,658 -88	-2%	-$6.98K	0.64%	34
2016 Q1	$424K	Sell	5,746 -62	-1%	-$4.58K	0.64%	37
2015 Q4	$455K	Sell	5,808 -722	-11%	-$56.6K	0.72%	35
2015 Q3	$453K	Sell	6,530 -41	-0.6%	-$2.84K	0.75%	39
2015 Q2	$458K	Buy	+6,571	New	+$458K	0.73%	45