NAM
NorthCrest Asset Manangement’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8M | Buy |
102,325
+64
| +0.1% | +$17.4K | 0.75% | 31 |
|
|
2025
Q1 | $27.4M | Buy |
102,261
+2,491
| +2% | +$668K | 0.83% | 30 |
|
|
2024
Q4 | $33.4M | Buy |
99,770
+604
| +0.6% | +$202K | 1% | 21 |
|
|
2024
Q3 | $27.1M | Buy |
99,166
+1,748
| +2% | +$478K | 0.82% | 27 |
|
|
2024
Q2 | $25M | Buy |
97,418
+11,568
| +13% | +$2.97M | 0.83% | 26 |
|
|
2024
Q1 | $25.9M | Buy |
85,850
+798
| +0.9% | +$240K | 0.88% | 25 |
|
|
2023
Q4 | $22.4M | Sell |
85,052
-18
| -0% | -$4.74K | 0.85% | 28 |
|
|
2023
Q3 | $17.3M | Sell |
85,070
-486
| -0.6% | -$98.6K | 0.7% | 40 |
|
|
2023
Q2 | $18.1M | Sell |
85,556
-1,045
| -1% | -$221K | 0.72% | 39 |
|
|
2023
Q1 | $17.3M | Buy |
86,601
+1,094
| +1% | +$219K | 0.72% | 41 |
|
|
2022
Q4 | $11.3M | Sell |
85,507
-2,131
| -2% | -$283K | 0.64% | 54 |
|
|
2022
Q3 | $12.6M | Buy |
87,638
+2,462
| +3% | +$354K | 0.68% | 52 |
|
|
2022
Q2 | $14.1M | Buy |
85,176
+3,457
| +4% | +$571K | 0.72% | 50 |
|
|
2022
Q1 | $17.4M | Buy |
81,719
+3,763
| +5% | +$799K | 0.82% | 38 |
|
|
2021
Q4 | $19.8M | Buy |
+77,956
| New | +$19.8M | 1.09% | 17 |
|