LMIM
Lockheed Martin Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.38M | Sell |
30,730
-2,110
| -6% | -$575K | 0.31% | 63 |
|
|
2025
Q1 | $8.81M | Sell |
32,840
-770
| -2% | -$207K | 0.36% | 60 |
|
|
2024
Q4 | $11.2M | Buy |
33,610
+3,950
| +13% | +$1.32M | 0.45% | 48 |
|
|
2024
Q3 | $8.12M | Sell |
29,660
-860
| -3% | -$235K | 0.38% | 57 |
|
|
2024
Q2 | $7.85M | Buy |
30,520
+9,210
| +43% | +$2.37M | 0.45% | 50 |
|
|
2024
Q1 | $5.18M | Sell |
21,310
-11,410
| -35% | -$2.78M | 0.38% | 55 |
|
|
2023
Q4 | $7.19M | Sell |
32,720
-10,390
| -24% | -$2.28M | 0.51% | 44 |
|
|
2023
Q3 | $8.06M | Buy |
43,110
+1,310
| +3% | +$245K | 0.62% | 40 |
|
|
2023
Q2 | $8.83M | Sell |
41,800
-13,760
| -25% | -$2.91M | 0.51% | 45 |
|
|
2023
Q1 | $11.1M | Buy |
55,560
+13,640
| +33% | +$2.72M | 0.63% | 35 |
|
|
2022
Q4 | $5.56M | Buy |
41,920
+20,920
| +100% | +$2.77M | 0.37% | 59 |
|
|
2022
Q3 | $3.02M | Buy |
21,000
+7,570
| +56% | +$1.09M | 0.24% | 64 |
|
|
2022
Q2 | $2.22M | Sell |
13,430
-49,980
| -79% | -$8.25M | 0.15% | 87 |
|
|
2022
Q1 | $13.5M | Buy |
63,410
+7,424
| +13% | +$1.58M | 0.74% | 40 |
|
|
2021
Q4 | $14.2M | Buy |
55,986
+43,750
| +358% | +$11.1M | 0.76% | 35 |
|
|
2021
Q3 | $3.32M | Sell |
12,236
-350
| -3% | -$94.9K | 0.18% | 68 |
|
|
2021
Q2 | $3.07M | Sell |
12,586
-3,640
| -22% | -$889K | 0.16% | 71 |
|
|
2021
Q1 | $3.44M | Sell |
16,226
-1,160
| -7% | -$246K | 0.18% | 70 |
|
|
2020
Q4 | $3.87M | Buy |
17,386
+3,400
| +24% | +$756K | 0.2% | 68 |
|
|
2020
Q3 | $3.51M | Sell |
13,986
-35,870
| -72% | -$9.01M | 0.22% | 60 |
|
|
2020
Q2 | $9.34M | Buy |
49,856
+6,740
| +16% | +$1.26M | 0.62% | 36 |
|
|
2020
Q1 | $6.21M | Buy |
43,116
+20,900
| +94% | +$3.01M | 0.42% | 47 |
|
|
2019
Q4 | $3.61M | Sell |
22,216
-17,789
| -44% | -$2.89M | 0.19% | 59 |
|
|
2019
Q3 | $5.94M | Sell |
40,005
-23,460
| -37% | -$3.48M | 0.38% | 50 |
|
|
2019
Q2 | $9.63M | Buy |
+63,465
| New | +$9.63M | 0.44% | 63 |
|
|
2018
Q1 | – | Sell |
-9,540
| Closed | -$975K | – | 130 |
|
|
2017
Q4 | $975K | Sell |
9,540
-160
| -2% | -$16.4K | 0.04% | 99 |
|
|
2017
Q3 | $906K | Sell |
9,700
-10,700
| -52% | -$999K | 0.05% | 106 |
|
|
2017
Q2 | $1.77M | Buy |
+20,400
| New | +$1.77M | 0.1% | 94 |
|
|
2014
Q3 | – | Sell |
-5,200
| Closed | -$302K | – | 120 |
|
|
2014
Q2 | $302K | Hold |
5,200
| – | – | 0.01% | 123 |
|
|
2014
Q1 | $297K | Sell |
5,200
-221,800
| -98% | -$12.7M | 0.02% | 113 |
|
|
2013
Q4 | $12.5M | Buy |
+227,000
| New | +$12.5M | 0.7% | 26 |
|