Meitav Investment House’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $57M | Buy |
209,041
+75,644
| +57% | +$20.6M | 0.77% | 34 |
|
2025
Q1 | $34.4M | Buy |
133,397
+3,465
| +3% | +$893K | 0.63% | 42 |
|
2024
Q4 | $43.4M | Sell |
129,932
-55,585
| -30% | -$18.6M | 0.73% | 43 |
|
2024
Q3 | $50.7M | Sell |
185,517
-16,628
| -8% | -$4.55M | 0.85% | 35 |
|
2024
Q2 | $51.9M | Buy |
202,145
+16,164
| +9% | +$4.15M | 0.92% | 34 |
|
2024
Q1 | $56M | Buy |
185,981
+179,208
| +2,646% | +$54M | 1.1% | 24 |
|
2023
Q4 | $1.8M | Sell |
6,773
-2,465
| -27% | -$654K | 0.03% | 162 |
|
2023
Q3 | $1.88M | Sell |
9,238
-4,911
| -35% | -$997K | 0.03% | 163 |
|
2023
Q2 | $2.99M | Sell |
14,149
-908
| -6% | -$192K | 0.05% | 152 |
|
2023
Q1 | $2.97M | Buy |
15,057
+13,142
| +686% | +$2.59M | 0.05% | 159 |
|
2022
Q4 | $254K | Buy |
+1,915
| New | +$254K | ﹤0.01% | 337 |
|
2021
Q3 | – | Sell |
-1,039
| Closed | -$254K | – | 412 |
|
2021
Q2 | $254K | Sell |
1,039
-7
| -0.7% | -$1.71K | 0.01% | 373 |
|
2021
Q1 | $222 | Sell |
1,046
-2,362
| -69% | -$501 | 0.01% | 350 |
|
2020
Q4 | $758K | Sell |
3,408
-615
| -15% | -$137K | 0.03% | 210 |
|
2020
Q3 | $1.01M | Buy |
4,023
+515
| +15% | +$129K | 0.05% | 157 |
|
2020
Q2 | $657K | Sell |
3,508
-1,328
| -27% | -$249K | 0.04% | 194 |
|
2020
Q1 | $696K | Sell |
4,836
-1,573
| -25% | -$226K | 0.05% | 187 |
|
2019
Q4 | $1.04M | Sell |
6,409
-660
| -9% | -$107K | 0.08% | 161 |
|
2019
Q3 | $1.08M | Sell |
7,069
-1,218
| -15% | -$186K | 0.08% | 149 |
|
2019
Q2 | $1.25M | Sell |
8,287
-5,756
| -41% | -$868K | 0.08% | 135 |
|
2019
Q1 | $2.18M | Buy |
14,043
+539
| +4% | +$83.7K | 0.12% | 101 |
|
2018
Q4 | $1.85M | Sell |
13,504
-5,862
| -30% | -$803K | 0.11% | 99 |
|
2018
Q3 | $3.11M | Buy |
19,366
+10,503
| +119% | +$1.69M | 0.15% | 88 |
|
2018
Q2 | $1.2M | Buy |
+8,863
| New | +$1.2M | 0.05% | 179 |
|