NAM
Nissay Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $31.2M | Buy |
116,426
+1,552
| +1% | +$416K | 0.2% | 83 |
|
|
2024
Q4 | $38.9M | Sell |
114,874
-1,566
| -1% | -$530K | 0.24% | 65 |
|
|
2024
Q3 | $31.9M | Buy |
116,440
+2,212
| +2% | +$605K | 0.2% | 79 |
|
|
2024
Q2 | $29.4M | Buy |
114,228
+3,051
| +3% | +$784K | 0.19% | 75 |
|
|
2024
Q1 | $33.5M | Buy |
111,177
+127
| +0.1% | +$38.3K | 0.23% | 67 |
|
|
2023
Q4 | $29.2M | Buy |
111,050
+2,809
| +3% | +$739K | 0.24% | 67 |
|
|
2023
Q3 | $21.9M | Buy |
108,241
+1,064
| +1% | +$216K | 0.19% | 75 |
|
|
2023
Q2 | $22.6M | Sell |
107,177
-188,126
| -64% | -$39.7M | 0.2% | 77 |
|
|
2023
Q1 | $59M | Buy |
295,303
+70,325
| +31% | +$14M | 0.53% | 35 |
|
|
2022
Q4 | $29.8M | Sell |
224,978
-48,760
| -18% | -$6.47M | 0.29% | 68 |
|
|
2022
Q3 | $39.4M | Sell |
273,738
-64,039
| -19% | -$9.21M | 0.41% | 42 |
|
|
2022
Q2 | $55.7M | Buy |
337,777
+36,195
| +12% | +$5.97M | 0.55% | 32 |
|
|
2022
Q1 | $64M | Sell |
301,582
-223,071
| -43% | -$47.4M | 0.56% | 31 |
|
|
2021
Q4 | $133M | Buy |
524,653
+72,295
| +16% | +$18.4M | 1.02% | 18 |
|
|
2021
Q3 | $123M | Buy |
452,358
+84,720
| +23% | +$23M | 1.04% | 14 |
|
|
2021
Q2 | $89.8M | Buy |
367,638
+70,222
| +24% | +$17.2M | 0.79% | 18 |
|
|
2021
Q1 | $63M | Buy |
297,416
+84,746
| +40% | +$18M | 0.62% | 21 |
|
|
2020
Q4 | $47.3M | Buy |
212,670
+11
| +0% | +$2.45K | 0.71% | 27 |
|
|
2020
Q3 | $53.4M | Sell |
212,659
-63,744
| -23% | -$16M | 0.9% | 14 |
|
|
2020
Q2 | $51.8M | Buy |
276,403
+46,896
| +20% | +$8.79M | 1% | 14 |
|
|
2020
Q1 | $33M | Buy |
229,507
+35,363
| +18% | +$5.09M | 0.84% | 21 |
|
|
2019
Q4 | $31.6M | Buy |
194,144
+8,073
| +4% | +$1.31M | 0.7% | 28 |
|
|
2019
Q3 | $27.6M | Buy |
186,071
+38,141
| +26% | +$5.66M | 0.68% | 30 |
|
|
2019
Q2 | $22.4M | Buy |
147,930
+4,101
| +3% | +$622K | 0.57% | 36 |
|
|
2019
Q1 | $22.8M | Sell |
143,829
-5,679
| -4% | -$899K | 0.6% | 31 |
|
|
2018
Q4 | $20.5M | Sell |
149,508
-1,928
| -1% | -$264K | 0.62% | 31 |
|
|
2018
Q3 | $24.1M | Buy |
151,436
+13,742
| +10% | +$2.19M | 0.65% | 31 |
|
|
2018
Q2 | $18.8M | Buy |
137,694
+29,341
| +27% | +$4M | 0.55% | 39 |
|
|
2018
Q1 | $12.6M | Buy |
108,353
+5,954
| +6% | +$692K | 0.39% | 60 |
|
|
2017
Q4 | $10.5M | Buy |
+102,399
| New | +$10.5M | 0.32% | 75 |
|