SIM
Stratos Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.08M | Sell |
29,642
-4,751
| -14% | -$1.3M | 0.37% | 59 |
|
|
2025
Q1 | $9.23M | Buy |
34,393
+6,859
| +25% | +$1.84M | 0.49% | 50 |
|
|
2024
Q4 | $9.21M | Sell |
27,534
-2,106
| -7% | -$704K | 0.55% | 45 |
|
|
2024
Q3 | $8.11M | Buy |
29,640
+2,236
| +8% | +$612K | 0.57% | 48 |
|
|
2024
Q2 | $7.05M | Buy |
27,404
+1,642
| +6% | +$422K | 0.58% | 47 |
|
|
2024
Q1 | $7.76M | Buy |
25,762
+244
| +1% | +$73.5K | 0.76% | 41 |
|
|
2023
Q4 | $6.71M | Buy |
25,518
+751
| +3% | +$198K | 0.79% | 35 |
|
|
2023
Q3 | $5.02M | Buy |
24,767
+2,882
| +13% | +$584K | 0.75% | 43 |
|
|
2023
Q2 | $4.62M | Sell |
21,885
-384
| -2% | -$81.1K | 0.71% | 43 |
|
|
2023
Q1 | $4.45M | Sell |
22,269
-8
| -0% | -$1.6K | 0.75% | 40 |
|
|
2022
Q4 | $2.95M | Buy |
22,277
+4,289
| +24% | +$569K | 0.53% | 55 |
|
|
2022
Q3 | $2.59M | Sell |
17,988
-1,227
| -6% | -$176K | 0.52% | 53 |
|
|
2022
Q2 | $3.17M | Buy |
19,215
+1,749
| +10% | +$289K | 0.6% | 51 |
|
|
2022
Q1 | $3.71M | Buy |
17,466
+684
| +4% | +$145K | 0.62% | 49 |
|
|
2021
Q4 | $4.27M | Buy |
16,782
+702
| +4% | +$178K | 0.67% | 44 |
|
|
2021
Q3 | $4.36M | Buy |
16,080
+2,197
| +16% | +$596K | 0.76% | 41 |
|
|
2021
Q2 | $3.39M | Buy |
13,883
+1,223
| +10% | +$299K | 0.93% | 33 |
|
|
2021
Q1 | $2.68M | Sell |
12,660
-583
| -4% | -$124K | 0.85% | 38 |
|
|
2020
Q4 | $2.95M | Sell |
13,243
-2,877
| -18% | -$640K | 0.93% | 35 |
|
|
2020
Q3 | $4.05M | Sell |
16,120
-196
| -1% | -$49.3K | 1.47% | 19 |
|
|
2020
Q2 | $3.06M | Buy |
16,316
+1,485
| +10% | +$278K | 1.29% | 22 |
|
|
2020
Q1 | $2.14M | Buy |
14,831
+2,427
| +20% | +$349K | 1.14% | 25 |
|
|
2019
Q4 | $2.02M | Buy |
12,404
+2,327
| +23% | +$378K | 0.94% | 27 |
|
|
2019
Q3 | $1.5M | Buy |
10,077
+1,860
| +23% | +$276K | 0.85% | 33 |
|
|
2019
Q2 | $1.25M | Buy |
8,217
+4,291
| +109% | +$651K | 0.79% | 35 |
|
|
2019
Q1 | $622K | Buy |
+3,926
| New | +$622K | 0.49% | 50 |
|