QIM
Quest Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Sell |
25,428
-21,228
| -45% | -$5.79M | 0.76% | 42 |
|
|
2025
Q1 | $12.5M | Buy |
46,656
+4,039
| +9% | +$1.08M | 1.55% | 27 |
|
|
2024
Q4 | $14.2M | Sell |
42,617
-8,292
| -16% | -$2.77M | 1.65% | 19 |
|
|
2024
Q3 | $13.9M | Buy |
50,909
+10,395
| +26% | +$2.85M | 1.63% | 20 |
|
|
2024
Q2 | $10.4M | Sell |
40,514
-12,927
| -24% | -$3.32M | 1.15% | 31 |
|
|
2024
Q1 | $16.1M | Sell |
53,441
-5,990
| -10% | -$1.8M | 1.8% | 23 |
|
|
2023
Q4 | $15.6M | Sell |
59,431
-3,345
| -5% | -$880K | 1.96% | 18 |
|
|
2023
Q3 | $12.7M | Buy |
+62,776
| New | +$12.7M | 1.8% | 20 |
|
|
2022
Q3 | – | Sell |
-20,421
| Closed | -$3.37M | – | 93 |
|
|
2022
Q2 | $3.37M | Sell |
20,421
-40,042
| -66% | -$6.61M | 0.4% | 63 |
|
|
2022
Q1 | $12.8M | Buy |
60,463
+3,696
| +7% | +$785K | 1.22% | 30 |
|
|
2021
Q4 | $14.4M | Buy |
56,767
+4,193
| +8% | +$1.07M | 1.23% | 39 |
|
|
2021
Q3 | $14.3M | Sell |
52,574
-6,584
| -11% | -$1.79M | 1.31% | 33 |
|
|
2021
Q2 | $14.5M | Sell |
59,158
-17,800
| -23% | -$4.35M | 1.3% | 31 |
|
|
2021
Q1 | $16.3M | Sell |
76,958
-1,126
| -1% | -$239K | 1.49% | 24 |
|
|
2020
Q4 | $17.4M | Buy |
78,084
+11,301
| +17% | +$2.51M | 1.57% | 23 |
|
|
2020
Q3 | $16.8M | Sell |
66,783
-28,656
| -30% | -$7.2M | 1.61% | 14 |
|
|
2020
Q2 | $17.9M | Sell |
95,439
-25,544
| -21% | -$4.79M | 2.01% | 14 |
|
|
2020
Q1 | $17.4M | Buy |
120,983
+22,515
| +23% | +$3.24M | 2.44% | 18 |
|
|
2019
Q4 | $16M | Sell |
98,468
-2,846
| -3% | -$463K | 1.85% | 23 |
|
|
2019
Q3 | $15M | Sell |
101,314
-6,130
| -6% | -$910K | 1.88% | 29 |
|
|
2019
Q2 | $16.3M | Buy |
107,444
+7,120
| +7% | +$1.08M | 2.02% | 29 |
|
|
2019
Q1 | $15.9M | Buy |
100,324
+1,289
| +1% | +$204K | 2.09% | 27 |
|
|
2018
Q4 | $13.6M | Buy |
99,035
+7,116
| +8% | +$975K | 2.1% | 19 |
|
|
2018
Q3 | $14.6M | Sell |
91,919
-5,161
| -5% | -$821K | 2.04% | 20 |
|
|
2018
Q2 | $13.2M | Buy |
97,080
+77,035
| +384% | +$10.5M | 1.98% | 20 |
|
|
2018
Q1 | $2.33M | Buy |
20,045
+190
| +1% | +$22.1K | 0.36% | 65 |
|
|
2017
Q4 | $2.03M | Sell |
19,855
-134,558
| -87% | -$13.8M | 0.3% | 68 |
|
|
2017
Q3 | $14.4M | Sell |
154,413
-2,745
| -2% | -$256K | 1.85% | 22 |
|
|
2017
Q2 | $13.6M | Sell |
157,158
-30,277
| -16% | -$2.62M | 1.81% | 23 |
|
|
2017
Q1 | $15.5M | Sell |
187,435
-61,486
| -25% | -$5.07M | 2.13% | 9 |
|
|
2016
Q4 | $17M | Buy |
248,921
+49,538
| +25% | +$3.39M | 2.18% | 14 |
|
|
2016
Q3 | $14.2M | Buy |
199,383
+36,380
| +22% | +$2.59M | 1.87% | 25 |
|
|
2016
Q2 | $12.9M | Sell |
163,003
-27,617
| -14% | -$2.19M | 1.76% | 31 |
|
|
2016
Q1 | $14.1M | Buy |
190,620
+14,782
| +8% | +$1.09M | 1.94% | 21 |
|
|
2015
Q4 | $13.8M | Buy |
175,838
+4,147
| +2% | +$325K | 1.87% | 26 |
|
|
2015
Q3 | $11.9M | Buy |
171,691
+21,561
| +14% | +$1.5M | 1.67% | 27 |
|
|
2015
Q2 | $10.5M | Sell |
150,130
-17,616
| -11% | -$1.23M | 1.47% | 34 |
|
|
2015
Q1 | $11.2M | Sell |
167,746
-36,523
| -18% | -$2.44M | 1.52% | 15 |
|
|
2014
Q4 | $12.1M | Sell |
204,269
-19,014
| -9% | -$1.13M | 1.44% | 22 |
|
|
2014
Q3 | $12.8M | Sell |
223,283
-13,261
| -6% | -$763K | 1.35% | 22 |
|
|
2014
Q2 | $13.7M | Sell |
236,544
-61,013
| -21% | -$3.54M | 1.35% | 31 |
|
|
2014
Q1 | $17M | Sell |
297,557
-29,608
| -9% | -$1.69M | 1.59% | 5 |
|
|
2013
Q4 | $18.1M | Sell |
327,165
-8,507
| -3% | -$469K | 1.56% | 6 |
|
|
2013
Q3 | $17.4M | Sell |
335,672
-69,156
| -17% | -$3.59M | 1.49% | 6 |
|
|
2013
Q2 | $15.5M | Buy |
+404,828
| New | +$15.5M | 1.17% | 40 |
|