PIM
Progressive Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Sell |
14,654
-122
| -0.8% | -$33.3K | 1.02% | 28 |
|
|
2025
Q1 | $3.97M | Sell |
14,776
-250
| -2% | -$67.1K | 1.11% | 26 |
|
|
2024
Q4 | $5.02M | Sell |
15,026
-123
| -0.8% | -$41.1K | 1.29% | 24 |
|
|
2024
Q3 | $4.15M | Sell |
15,149
-118
| -0.8% | -$32.3K | 1.06% | 28 |
|
|
2024
Q2 | $3.93M | Sell |
15,267
-8,029
| -34% | -$2.06M | 1.04% | 31 |
|
|
2024
Q1 | $7.02M | Sell |
23,296
-345
| -1% | -$104K | 1.92% | 24 |
|
|
2023
Q4 | $6.22M | Sell |
23,641
-96
| -0.4% | -$25.3K | 1.77% | 25 |
|
|
2023
Q3 | $4.81M | Buy |
23,737
+102
| +0.4% | +$20.7K | 1.56% | 26 |
|
|
2023
Q2 | $4.99M | Sell |
23,635
-27
| -0.1% | -$5.7K | 1.56% | 25 |
|
|
2023
Q1 | $4.73M | Sell |
23,662
-23,178
| -49% | -$4.63M | 1.53% | 25 |
|
|
2022
Q4 | $6.21M | Buy |
46,840
+326
| +0.7% | +$43.2K | 2.41% | 21 |
|
|
2022
Q3 | $6.69M | Buy |
46,514
+98
| +0.2% | +$14.1K | 2.75% | 16 |
|
|
2022
Q2 | $7.66M | Buy |
46,416
+870
| +2% | +$144K | 2.99% | 13 |
|
|
2022
Q1 | $9.67M | Sell |
45,546
-560
| -1% | -$119K | 3.05% | 12 |
|
|
2021
Q4 | $11.7M | Sell |
46,106
-143
| -0.3% | -$36.3K | 3.25% | 10 |
|
|
2021
Q3 | $12.5M | Buy |
46,249
+362
| +0.8% | +$98.2K | 3.72% | 9 |
|
|
2021
Q2 | $11.2M | Buy |
45,887
+62
| +0.1% | +$15.1K | 3.5% | 10 |
|
|
2021
Q1 | $9.71M | Buy |
45,825
+1,006
| +2% | +$213K | 3.42% | 12 |
|
|
2020
Q4 | $9.97M | Buy |
44,819
+610
| +1% | +$136K | 3.59% | 11 |
|
|
2020
Q3 | $11.1M | Buy |
44,209
+365
| +0.8% | +$91.7K | 4.4% | 5 |
|
|
2020
Q2 | $8.21M | Buy |
43,844
+20,871
| +91% | +$3.91M | 3.59% | 10 |
|
|
2020
Q1 | $3.31M | Buy |
22,973
+694
| +3% | +$99.9K | 1.84% | 26 |
|
|
2019
Q4 | $3.62M | Buy |
+22,279
| New | +$3.62M | 1.77% | 29 |
|