SIP
Stoneridge Investment Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
8,340
+1,016
| +14% | +$277K | 1.71% | 15 |
|
|
2025
Q1 | $1.97M | Sell |
7,324
-7,182
| -50% | -$1.93M | 1.66% | 20 |
|
|
2024
Q4 | $4.85M | Sell |
14,506
-5,428
| -27% | -$1.81M | 1.73% | 15 |
|
|
2024
Q3 | $5.46M | Sell |
19,934
-2,495
| -11% | -$683K | 2.03% | 14 |
|
|
2024
Q2 | $5.77M | Buy |
22,429
+13,464
| +150% | +$3.46M | 2.18% | 11 |
|
|
2024
Q1 | $2.7M | Sell |
8,965
-2,221
| -20% | -$669K | 1.03% | 33 |
|
|
2023
Q4 | $2.94M | Sell |
11,186
-10,711
| -49% | -$2.82M | 1.24% | 30 |
|
|
2023
Q3 | $4.44M | Sell |
21,897
-799
| -4% | -$162K | 2.1% | 11 |
|
|
2023
Q2 | $4.8M | Buy |
22,696
+2,116
| +10% | +$447K | 2.08% | 14 |
|
|
2023
Q1 | $4.11M | Sell |
20,580
-4,556
| -18% | -$910K | 2.18% | 10 |
|
|
2022
Q4 | $3.33M | Buy |
25,136
+3,681
| +17% | +$488K | 1.84% | 18 |
|
|
2022
Q3 | $3.09M | Buy |
21,455
+1,009
| +5% | +$145K | 1.82% | 18 |
|
|
2022
Q2 | $3.37M | Sell |
20,446
-2,325
| -10% | -$384K | 1.86% | 18 |
|
|
2022
Q1 | $4.84M | Buy |
22,771
+3,995
| +21% | +$848K | 2.27% | 14 |
|
|
2021
Q4 | $4.77M | Buy |
18,776
+8,025
| +75% | +$2.04M | 2.2% | 13 |
|
|
2021
Q3 | $2.92M | Buy |
+10,751
| New | +$2.92M | 1.46% | 23 |
|
|
2021
Q2 | – | Sell |
-5,116
| Closed | -$1.08M | – | 110 |
|
|
2021
Q1 | $1.08M | Sell |
5,116
-13,273
| -72% | -$2.81M | 0.57% | 57 |
|
|
2020
Q4 | $4.09M | Buy |
+18,389
| New | +$4.09M | 2.37% | 8 |
|
|
2020
Q3 | – | Sell |
-17,808
| Closed | -$3.34M | – | 114 |
|
|
2020
Q2 | $3.34M | Sell |
17,808
-2,700
| -13% | -$506K | 1.4% | 21 |
|
|
2020
Q1 | $2.95M | Buy |
20,508
+3,175
| +18% | +$457K | 1.33% | 25 |
|
|
2019
Q4 | $2.82M | Sell |
17,333
-3,690
| -18% | -$600K | 0.95% | 33 |
|
|
2019
Q3 | $3.12M | Sell |
21,023
-7,250
| -26% | -$1.08M | 1.15% | 29 |
|
|
2019
Q2 | $4.29M | Sell |
28,273
-5,764
| -17% | -$875K | 1.52% | 16 |
|
|
2019
Q1 | $5.39M | Buy |
34,037
+6,178
| +22% | +$978K | 1.59% | 15 |
|
|
2018
Q4 | $3.82M | Buy |
+27,859
| New | +$3.82M | 1.2% | 24 |
|
|
2016
Q1 | – | Sell |
-13,875
| Closed | -$1.09M | – | 295 |
|
|
2015
Q4 | $1.09M | Sell |
13,875
-42,181
| -75% | -$3.31M | 0.15% | 157 |
|
|
2015
Q3 | $3.89M | Buy |
+56,056
| New | +$3.89M | 0.55% | 47 |
|