SIM
Seaview Investment Managers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
40,485
+6,276
| +18% | +$1.71M | 2.34% | 18 |
|
|
2025
Q1 | $9.18M | Buy |
34,209
+3,907
| +13% | +$1.05M | 2.23% | 28 |
|
|
2024
Q4 | $10.1M | Sell |
30,302
-5,911
| -16% | -$1.98M | 2.8% | 14 |
|
|
2024
Q3 | $9.91M | Sell |
36,213
-2,159
| -6% | -$591K | 2.98% | 12 |
|
|
2024
Q2 | $9.87M | Buy |
+38,372
| New | +$9.87M | 2.97% | 9 |
|
|
2021
Q1 | – | Sell |
-282
| Closed | -$62K | – | 89 |
|
|
2020
Q4 | $62K | Buy |
282
+35
| +14% | +$7.7K | 0.04% | 69 |
|
|
2020
Q3 | $57K | Buy |
+247
| New | +$57K | 0.05% | 64 |
|