Simplex Trading’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,498
| Closed | -$3.35M | – | 2710 |
|
|
2025
Q1 | $3.35M | Sell |
12,498
-15,705
| -56% | -$4.21M | ﹤0.01% | 138 |
|
|
2024
Q4 | $9.43M | Buy |
28,203
+9,985
| +55% | +$3.34M | 0.01% | 77 |
|
|
2024
Q3 | $4.99M | Buy |
+18,218
| New | +$4.99M | ﹤0.01% | 127 |
|
|
2024
Q2 | – | Sell |
-15,255
| Closed | -$4.59M | – | 2687 |
|
|
2024
Q1 | $4.59M | Sell |
15,255
-138,432
| -90% | -$41.7M | ﹤0.01% | 149 |
|
|
2023
Q4 | $40.4M | Buy |
153,687
+42,488
| +38% | +$11.2M | 0.03% | 9 |
|
|
2023
Q3 | $22.5M | Buy |
111,199
+89,806
| +420% | +$18.2M | 0.02% | 20 |
|
|
2023
Q2 | $4.52M | Buy |
21,393
+21,293
| +21,293% | +$4.5M | ﹤0.01% | 116 |
|
|
2023
Q1 | $19K | Sell |
100
-116
| -54% | -$22K | ﹤0.01% | 1549 |
|
|
2022
Q4 | $28K | Hold |
216
| – | – | ﹤0.01% | 1498 |
|
|
2022
Q3 | $31K | Buy |
216
+200
| +1,250% | +$28.7K | ﹤0.01% | 1584 |
|
|
2022
Q2 | $2K | Sell |
16
-200
| -93% | -$25K | ﹤0.01% | 2318 |
|
|
2022
Q1 | $45K | Sell |
216
-97,686
| -100% | -$20.4M | ﹤0.01% | 1771 |
|
|
2021
Q4 | $24.9M | Buy |
97,902
+97,852
| +195,704% | +$24.9M | 0.03% | 11 |
|
|
2021
Q3 | $12K | Hold |
50
| – | – | ﹤0.01% | 2378 |
|
|
2021
Q2 | $12K | Sell |
50
-58,917
| -100% | -$14.1M | ﹤0.01% | 2417 |
|
|
2021
Q1 | $12.5M | Buy |
58,967
+35,063
| +147% | +$7.43M | 0.02% | 15 |
|
|
2020
Q4 | $5.32M | Sell |
23,904
-21,247
| -47% | -$4.73M | 0.01% | 79 |
|
|
2020
Q3 | $11.3M | Buy |
45,151
+29,646
| +191% | +$7.45M | 0.02% | 27 |
|
|
2020
Q2 | $2.9M | Buy |
+15,505
| New | +$2.9M | ﹤0.01% | 126 |
|
|
2020
Q1 | – | Sell |
-21,837
| Closed | -$3.55M | – | 2241 |
|
|
2019
Q4 | $3.55M | Sell |
21,837
-46,907
| -68% | -$7.63M | 0.01% | 81 |
|
|
2019
Q3 | $10.2M | Sell |
68,744
-26,129
| -28% | -$3.88M | 0.03% | 13 |
|
|
2019
Q2 | $14.4M | Buy |
94,873
+28,897
| +44% | +$4.38M | 0.04% | 6 |
|
|
2019
Q1 | $10.4M | Buy |
+65,976
| New | +$10.4M | 0.03% | 15 |
|
|
2018
Q4 | – | Sell |
-54,765
| Closed | -$8.71M | – | 2062 |
|
|
2018
Q3 | $8.71M | Buy |
+54,765
| New | +$8.71M | 0.03% | 25 |
|
|
2018
Q2 | – | Sell |
-19,012
| Closed | -$2.21M | – | 2212 |
|
|
2018
Q1 | $2.21M | Buy |
+19,012
| New | +$2.21M | 0.1% | 96 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2058 |
|
|
2017
Q3 | – | Sell |
-53,057
| Closed | -$4.59M | – | 1945 |
|
|
2017
Q2 | $4.59M | Buy |
53,057
+19,329
| +57% | +$1.67M | 0.2% | 55 |
|
|
2017
Q1 | $2.78M | Sell |
33,728
-10,203
| -23% | -$842K | 0.12% | 110 |
|
|
2016
Q4 | $3.01M | Sell |
43,931
-19,401
| -31% | -$1.33M | 0.18% | 57 |
|
|
2016
Q3 | $4.52M | Buy |
63,332
+46,293
| +272% | +$3.3M | 0.31% | 31 |
|
|
2016
Q2 | $1.35M | Sell |
17,039
-11,750
| -41% | -$933K | 0.09% | 124 |
|
|
2016
Q1 | $2.13M | Buy |
+28,789
| New | +$2.13M | 0.17% | 58 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1903 |
|
|
2015
Q3 | – | Sell |
-86,301
| Closed | -$6.01M | – | 1972 |
|
|
2015
Q2 | $6.01M | Buy |
+86,301
| New | +$6.01M | 0.5% | 23 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 1842 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1480 |
|