SIM
Studio Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-247
| Closed | -$66.3K | – | 199 |
|
|
2025
Q1 | $66.3K | Sell |
247
-2,100
| -89% | -$564K | 0.01% | 198 |
|
|
2024
Q4 | $786K | Sell |
2,347
-54
| -2% | -$18.1K | 0.17% | 85 |
|
|
2024
Q3 | $658K | Buy |
2,401
+41
| +2% | +$11.2K | 0.14% | 99 |
|
|
2024
Q2 | $607K | Buy |
2,360
+12
| +0.5% | +$3.09K | 0.14% | 96 |
|
|
2024
Q1 | $708K | Buy |
2,348
+120
| +5% | +$36.2K | 0.17% | 83 |
|
|
2023
Q4 | $586K | Sell |
2,228
-396
| -15% | -$104K | 0.15% | 90 |
|
|
2023
Q3 | $532K | Sell |
2,624
-503
| -16% | -$102K | 0.15% | 78 |
|
|
2023
Q2 | $661K | Sell |
3,127
-13
| -0.4% | -$2.75K | 0.18% | 66 |
|
|
2023
Q1 | $627K | Sell |
3,140
-43
| -1% | -$8.59K | 0.19% | 62 |
|
|
2022
Q4 | $422K | Buy |
3,183
+226
| +8% | +$30K | 0.14% | 82 |
|
|
2022
Q3 | $425K | Buy |
2,957
+898
| +44% | +$129K | 0.15% | 70 |
|
|
2022
Q2 | $340K | Buy |
+2,059
| New | +$340K | 0.12% | 106 |
|