SIMG
Sonora Investment Management Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
39,354
+8,660
| +28% | +$2.36M | 0.8% | 43 |
|
|
2025
Q1 | $8.24M | Buy |
30,694
+8,121
| +36% | +$2.18M | 0.65% | 51 |
|
|
2024
Q4 | $7.55M | Buy |
22,573
+3,239
| +17% | +$1.08M | 0.58% | 55 |
|
|
2024
Q3 | $5.29M | Buy |
19,334
+13,843
| +252% | +$3.79M | 0.39% | 73 |
|
|
2024
Q2 | $1.65M | Hold |
5,491
| – | – | 0.13% | 119 |
|
|
2024
Q1 | $1.65M | Buy |
5,491
+2,151
| +64% | +$648K | 0.13% | 119 |
|
|
2023
Q4 | $879K | Buy |
3,340
+82
| +3% | +$21.6K | 0.07% | 139 |
|
|
2023
Q3 | $661K | Buy |
3,258
+267
| +9% | +$54.1K | 0.06% | 150 |
|
|
2023
Q2 | $632K | Buy |
2,991
+651
| +28% | +$138K | 0.05% | 149 |
|
|
2023
Q1 | $467K | Sell |
2,340
-5
| -0.2% | -$999 | 0.04% | 163 |
|
|
2022
Q4 | $311K | Sell |
2,345
-281
| -11% | -$37.3K | 0.03% | 203 |
|
|
2022
Q3 | $433K | Hold |
2,626
| – | – | 0.06% | 133 |
|
|
2022
Q2 | $433K | Sell |
2,626
-89
| -3% | -$14.7K | 0.04% | 166 |
|
|
2022
Q1 | $577K | Buy |
2,715
+180
| +7% | +$38.3K | 0.07% | 131 |
|
|
2021
Q4 | $644K | Buy |
+2,535
| New | +$644K | 0.07% | 120 |
|