Sit Investment Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.5M | Sell |
56,478
-12,083
| -18% | -$2.5M | 0.21% | 125 |
|
|
2025
Q4 | $18.2M | Sell |
68,561
-2,979
| -4% | -$740K | 0.36% | 67 |
|
|
2025
Q3 | $17M | Sell |
71,540
-10,977
| -13% | -$2.77M | 0.34% | 68 |
|
|
2025
Q2 | $22.5M | Sell |
82,517
-3,799
| -4% | -$1.02M | 0.48% | 49 |
|
|
2025
Q1 | $23.2M | Buy |
86,316
+11,750
| +16% | +$3.65M | 0.54% | 44 |
|
|
2024
Q4 | $24.9M | Buy |
74,566
+13,355
| +22% | +$4.26M | 0.57% | 40 |
|
|
2024
Q3 | $16.8M | Sell |
61,211
-62
| -0.1% | -$15.9K | 0.37% | 74 |
|
|
2024
Q2 | $15.8M | Buy |
61,273
+813
| +1% | +$218K | 0.36% | 79 |
|
|
2024
Q1 | $18.2M | Sell |
60,460
-85
| -0.1% | -$24.5K | 0.42% | 68 |
|
|
2023
Q4 | $15.9M | Sell |
60,545
-4,258
| -7% | -$964K | 0.39% | 76 |
|
|
2023
Q3 | $13.1M | Buy |
64,803
+435
| +0.7% | +$94K | 0.36% | 79 |
|
|
2023
Q2 | $13.6M | Buy |
64,368
+462
| +0.7% | +$94.3K | 0.36% | 78 |
|
|
2023
Q1 | $12.8M | Sell |
63,906
-2,085
| -3% | -$352K | 0.35% | 82 |
|
|
2022
Q4 | $8.75M | Buy |
65,991
+6,552
| +11% | +$956K | 0.25% | 129 |
|
|
2022
Q3 | $8.55M | Sell |
59,439
-2,430
| -4% | -$412K | 0.26% | 116 |
|
|
2022
Q2 | $10.2M | Sell |
61,869
-1,543
| -2% | -$273K | 0.31% | 91 |
|
|
2022
Q1 | $13.5M | Buy |
63,412
+1,290
| +2% | +$278K | 0.36% | 84 |
|
|
2021
Q4 | $15.8M | Buy |
62,122
+3,660
| +6% | +$1.03M | 0.37% | 78 |
|
|
2021
Q3 | $15.9M | Buy |
58,462
+2,085
| +4% | +$530K | 0.41% | 66 |
|
|
2021
Q2 | $13.8M | Sell |
56,377
-3,190
| -5% | -$735K | 0.34% | 84 |
|
|
2021
Q1 | $12.6M | Sell |
59,567
-1,473
| -2% | -$328K | 0.33% | 85 |
|
|
2020
Q4 | $13.6M | Sell |
61,040
-2,285
| -4% | -$556K | 0.37% | 76 |
|
|
2020
Q3 | $15.9M | Sell |
63,325
-6,205
| -9% | -$1.36M | 0.47% | 55 |
|
|
2020
Q2 | $13M | Sell |
69,530
-825
| -1% | -$139K | 0.41% | 68 |
|
|
2020
Q1 | $10.1M | Buy |
70,355
+370
| +0.5% | +$63.4K | 0.38% | 71 |
|
|
2019
Q4 | $11.4M | Buy |
69,985
+14,710
| +27% | +$2.31M | 0.32% | 93 |
|
|
2019
Q3 | $8.21M | Buy |
55,275
+3,495
| +7% | +$531K | 0.25% | 127 |
|
|
2019
Q2 | $7.86M | Buy |
51,780
+6,940
| +15% | +$1.09M | 0.24% | 128 |
|
|
2019
Q1 | $7.1M | Buy |
44,840
+5,470
| +14% | +$848K | 0.22% | 134 |
|
|
2018
Q4 | $5.39M | Sell |
39,370
-3,165
| -7% | -$435K | 0.17% | 150 |
|
|
2018
Q3 | $6.76M | Hold |
42,535
| – | – | 0.17% | 148 |
|
|
2018
Q2 | $5.8M | Buy |
42,535
+500
| +1% | +$63.8K | 0.15% | 172 |
|
|
2018
Q1 | $4.89M | Buy |
42,035
+17,175
| +69% | +$1.97M | 0.12% | 183 |
|
|
2017
Q4 | $2.54M | Buy |
24,860
+7,115
| +40% | +$725K | 0.06% | 263 |
|
|
2017
Q3 | $1.66M | Buy |
17,745
+50
| +0.3% | +$4.6K | 0.04% | 304 |
|
|
2017
Q2 | $1.53M | Buy |
+17,695
| New | +$1.54M | 0.04% | 311 |
|
Other funds holding CRM
VCM
VPM
