SIM
Sentry Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Hold |
2,868
| – | – | 0.43% | 37 |
|
|
2025
Q1 | $700K | Buy |
2,868
+500
| +21% | +$122K | 0.47% | 35 |
|
|
2024
Q4 | $792K | Sell |
2,368
-2,037
| -46% | -$681K | 0.38% | 47 |
|
|
2024
Q3 | $1.21M | Buy |
4,405
+184
| +4% | +$50.4K | 0.51% | 36 |
|
|
2024
Q2 | $1.09M | Sell |
4,221
-1,233
| -23% | -$317K | 0.48% | 36 |
|
|
2024
Q1 | $1.64M | Buy |
5,454
+347
| +7% | +$105K | 0.64% | 26 |
|
|
2023
Q4 | $1.34M | Sell |
5,107
-549
| -10% | -$144K | 0.58% | 27 |
|
|
2023
Q3 | $1.15M | Buy |
5,656
+1,707
| +43% | +$346K | 0.55% | 29 |
|
|
2023
Q2 | $834K | Sell |
3,949
-555
| -12% | -$117K | 0.32% | 70 |
|
|
2023
Q1 | $900K | Sell |
4,504
-846
| -16% | -$169K | 0.37% | 60 |
|
|
2022
Q4 | $709K | Sell |
5,350
-1,567
| -23% | -$208K | 0.31% | 73 |
|
|
2022
Q3 | $995K | Buy |
6,917
+179
| +3% | +$25.7K | 0.47% | 41 |
|
|
2022
Q2 | $1.11M | Sell |
6,738
-922
| -12% | -$152K | 0.5% | 41 |
|
|
2022
Q1 | $1.63M | Buy |
7,660
+2,959
| +63% | +$628K | 0.52% | 39 |
|
|
2021
Q4 | $1.2M | Sell |
4,701
-3,904
| -45% | -$992K | 0.31% | 78 |
|
|
2021
Q3 | $2.33M | Sell |
8,605
-1,156
| -12% | -$314K | 0.68% | 21 |
|
|
2021
Q2 | $2.38M | Hold |
9,761
| – | – | 0.61% | 25 |
|
|
2021
Q1 | $2.07M | Sell |
9,761
-37,083
| -79% | -$7.86M | 0.57% | 32 |
|
|
2020
Q4 | $10.4M | Buy |
46,844
+5,044
| +12% | +$1.12M | 0.52% | 39 |
|
|
2020
Q3 | $10.5M | Sell |
41,800
-9,896
| -19% | -$2.49M | 0.58% | 35 |
|
|
2020
Q2 | $9.68M | Sell |
51,696
-3,598
| -7% | -$674K | 0.59% | 35 |
|
|
2020
Q1 | $7.96M | Hold |
55,294
| – | – | 0.59% | 40 |
|
|
2019
Q4 | $8.99M | Buy |
55,294
+1,027
| +2% | +$167K | 0.54% | 41 |
|
|
2019
Q3 | $8.06M | Buy |
54,267
+6,521
| +14% | +$968K | 0.53% | 38 |
|
|
2019
Q2 | $7.25M | Buy |
47,746
+1,843
| +4% | +$280K | 0.48% | 44 |
|
|
2019
Q1 | $7.27M | Sell |
45,903
-3,913
| -8% | -$620K | 0.5% | 47 |
|
|
2018
Q4 | $6.82M | Sell |
49,816
-433
| -0.9% | -$59.3K | 0.49% | 48 |
|
|
2018
Q3 | $7.99M | Buy |
50,249
+3,619
| +8% | +$576K | 0.49% | 48 |
|
|
2018
Q2 | $6.36M | Sell |
46,630
-2,762
| -6% | -$377K | 0.41% | 55 |
|
|
2018
Q1 | $5.74M | Sell |
49,392
-4,743
| -9% | -$552K | 0.35% | 71 |
|
|
2017
Q4 | $5.53M | Hold |
54,135
| – | – | 0.3% | 88 |
|
|
2017
Q3 | $5.06M | Buy |
54,135
+2,209
| +4% | +$206K | 0.19% | 93 |
|
|
2017
Q2 | $4.5M | Buy |
51,926
+543
| +1% | +$47K | 0.18% | 102 |
|
|
2017
Q1 | $4.24M | Buy |
51,383
+1,887
| +4% | +$156K | 0.17% | 103 |
|
|
2016
Q4 | $3.39M | Buy |
49,496
+1,633
| +3% | +$112K | 0.14% | 126 |
|
|
2016
Q3 | $3.41M | Buy |
47,863
+3,921
| +9% | +$280K | 0.15% | 118 |
|
|
2016
Q2 | $3.49M | Hold |
43,942
| – | – | 0.15% | 107 |
|
|
2016
Q1 | $3.24M | Hold |
43,942
| – | – | 0.15% | 112 |
|
|
2015
Q4 | $3.45M | Sell |
43,942
-1,030
| -2% | -$80.8K | 0.16% | 107 |
|
|
2015
Q3 | $3.12M | Hold |
44,972
| – | – | 0.15% | 114 |
|
|
2015
Q2 | $3.13M | Buy |
44,972
+5,972
| +15% | +$416K | 0.15% | 126 |
|
|
2015
Q1 | $2.61M | Buy |
39,000
+2,600
| +7% | +$174K | 0.12% | 137 |
|
|
2014
Q4 | $2.16M | Buy |
36,400
+2,700
| +8% | +$160K | 0.1% | 155 |
|
|
2014
Q3 | $1.94M | Sell |
33,700
-3,477
| -9% | -$200K | 0.1% | 158 |
|
|
2014
Q2 | $2.16M | Buy |
37,177
+5,077
| +16% | +$295K | 0.11% | 153 |
|
|
2014
Q1 | $1.83M | Hold |
32,100
| – | – | 0.1% | 165 |
|
|
2013
Q4 | $1.77M | Buy |
32,100
+2,800
| +10% | +$155K | 0.1% | 166 |
|
|
2013
Q3 | $1.52M | Buy |
29,300
+14,000
| +92% | +$727K | 0.09% | 173 |
|
|
2013
Q2 | $584K | Buy |
+15,300
| New | +$584K | 0.03% | 260 |
|