SIM
SSI Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
974
-538
| -36% | -$147K | 0.02% | 232 |
|
|
2025
Q1 | $406K | Sell |
1,512
-1
| -0.1% | -$268 | 0.03% | 214 |
|
|
2024
Q4 | $506K | Hold |
1,513
| – | – | 0.04% | 206 |
|
|
2024
Q3 | $414K | Sell |
1,513
-1
| -0.1% | -$274 | 0.03% | 225 |
|
|
2024
Q2 | $389K | Hold |
1,514
| – | – | 0.03% | 210 |
|
|
2024
Q1 | $456K | Sell |
1,514
-15
| -1% | -$4.52K | 0.03% | 195 |
|
|
2023
Q4 | $402K | Sell |
1,529
-5
| -0.3% | -$1.32K | 0.03% | 211 |
|
|
2023
Q3 | $311K | Sell |
1,534
-15
| -1% | -$3.04K | 0.03% | 214 |
|
|
2023
Q2 | $327K | Sell |
1,549
-315
| -17% | -$66.5K | 0.02% | 218 |
|
|
2023
Q1 | $372K | Sell |
1,864
-485
| -21% | -$96.9K | 0.03% | 218 |
|
|
2022
Q4 | $311K | Hold |
2,349
| – | – | 0.02% | 260 |
|
|
2022
Q3 | $338K | Buy |
2,349
+4
| +0.2% | +$576 | 0.02% | 240 |
|
|
2022
Q2 | $388K | Hold |
2,345
| – | – | 0.02% | 241 |
|
|
2022
Q1 | $499K | Buy |
2,345
+789
| +51% | +$168K | 0.03% | 232 |
|
|
2021
Q4 | $396K | Sell |
1,556
-5
| -0.3% | -$1.27K | 0.02% | 245 |
|
|
2021
Q3 | $422K | Hold |
1,561
| – | – | 0.03% | 241 |
|
|
2021
Q2 | $382K | Sell |
1,561
-7
| -0.4% | -$1.71K | 0.02% | 251 |
|
|
2021
Q1 | $332K | Sell |
1,568
-1
| -0.1% | -$212 | 0.02% | 249 |
|
|
2020
Q4 | $351K | Sell |
1,569
-708
| -31% | -$158K | 0.03% | 225 |
|
|
2020
Q3 | $574K | Sell |
2,277
-55
| -2% | -$13.9K | 0.05% | 185 |
|
|
2020
Q2 | $436K | Sell |
2,332
-42
| -2% | -$7.85K | 0.04% | 199 |
|
|
2020
Q1 | $342K | Sell |
2,374
-27
| -1% | -$3.89K | 0.03% | 206 |
|
|
2019
Q4 | $389K | Sell |
2,401
-8
| -0.3% | -$1.3K | 0.03% | 233 |
|
|
2019
Q3 | $358K | Sell |
2,409
-2
| -0.1% | -$297 | 0.03% | 236 |
|
|
2019
Q2 | $365K | Sell |
2,411
-11
| -0.5% | -$1.67K | 0.03% | 240 |
|
|
2019
Q1 | $386K | Buy |
+2,422
| New | +$386K | 0.03% | 228 |
|
|
2018
Q4 | – | Sell |
-1,415
| Closed | -$226K | – | 263 |
|
|
2018
Q3 | $226K | Buy |
+1,415
| New | +$226K | 0.02% | 278 |
|
|
2018
Q2 | – | Sell |
-1,783
| Closed | -$206K | – | 293 |
|
|
2018
Q1 | $206K | Buy |
+1,783
| New | +$206K | 0.02% | 300 |
|
|
2016
Q2 | – | Sell |
-3,316
| Closed | -$243K | – | 280 |
|
|
2016
Q1 | $243K | Buy |
3,316
+1
| +0% | +$73 | 0.02% | 241 |
|
|
2015
Q4 | $260K | Hold |
3,315
| – | – | 0.03% | 241 |
|
|
2015
Q3 | $229K | Hold |
3,315
| – | – | 0.02% | 251 |
|
|
2015
Q2 | $229K | Sell |
3,315
-713
| -18% | -$49.3K | 0.02% | 270 |
|
|
2015
Q1 | $270K | Buy |
+4,028
| New | +$270K | 0.03% | 253 |
|
|
2014
Q4 | – | Sell |
-87
| Closed | -$5K | – | 371 |
|
|
2014
Q3 | $5K | Buy |
+87
| New | +$5K | ﹤0.01% | 389 |
|
|
2014
Q1 | – | Sell |
-7,687
| Closed | -$424K | – | 407 |
|
|
2013
Q4 | $424K | Buy |
7,687
+2,628
| +52% | +$145K | 0.04% | 341 |
|
|
2013
Q3 | $263K | Buy |
+5,059
| New | +$263K | 0.02% | 364 |
|