SSI Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
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|
2025
Q1 | $406K | Sell |
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|
2024
Q4 | $506K | Hold |
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|
2024
Q3 | $414K | Sell |
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|
2024
Q2 | $389K | Hold |
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|
2024
Q1 | $456K | Sell |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $311K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $372K | Sell |
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|
2022
Q4 | $311K | Hold |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $388K | Hold |
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|
2022
Q1 | $499K | Buy |
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|
2021
Q4 | $396K | Sell |
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|
2021
Q3 | $422K | Hold |
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|
2021
Q2 | $382K | Sell |
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|
2021
Q1 | $332K | Sell |
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|
2020
Q4 | $351K | Sell |
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|
2020
Q3 | $574K | Sell |
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|
2020
Q2 | $436K | Sell |
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|
2020
Q1 | $342K | Sell |
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|
2019
Q4 | $389K | Sell |
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|
2019
Q3 | $358K | Sell |
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|
2019
Q2 | $365K | Sell |
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|
2019
Q1 | $386K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $226K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $206K | Buy |
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|
2016
Q2 | – | Sell |
|
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|
2016
Q1 | $243K | Buy |
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|
2015
Q4 | $260K | Hold |
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|
2015
Q3 | $229K | Hold |
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|
2015
Q2 | $229K | Sell |
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|
2015
Q1 | $270K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $5K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $424K | Buy |
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|
2013
Q3 | $263K | Buy |
|