Summit Global Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $981K | Hold |
3,597
| – | – | 0.06% | 204 |
|
|
2025
Q1 | $965K | Sell |
3,597
-20,341
| -85% | -$5.46M | 0.07% | 174 |
|
|
2024
Q4 | $8M | Buy |
23,938
+6
| +0% | +$2.01K | 0.5% | 46 |
|
|
2024
Q3 | $6.55M | Buy |
23,932
+21,699
| +972% | +$5.94M | 0.42% | 51 |
|
|
2024
Q2 | $574K | Buy |
2,233
+905
| +68% | +$233K | 0.04% | 324 |
|
|
2024
Q1 | $400K | Sell |
1,328
-150
| -10% | -$45.2K | 0.03% | 366 |
|
|
2023
Q4 | $389K | Sell |
1,478
-84,677
| -98% | -$22.3M | 0.03% | 378 |
|
|
2023
Q3 | $17.5M | Buy |
86,155
+84,723
| +5,916% | +$17.2M | 1.16% | 15 |
|
|
2023
Q2 | $303K | Buy |
+1,432
| New | +$303K | 0.02% | 425 |
|
|
2022
Q3 | – | Sell |
-3,002
| Closed | -$495K | – | 464 |
|
|
2022
Q2 | $495K | Sell |
3,002
-2,387
| -44% | -$394K | 0.04% | 315 |
|
|
2022
Q1 | $1.14M | Buy |
5,389
+6
| +0.1% | +$1.27K | 0.08% | 218 |
|
|
2021
Q4 | $1.37M | Buy |
5,383
+291
| +6% | +$74K | 0.09% | 199 |
|
|
2021
Q3 | $1.38M | Sell |
5,092
-2,369
| -32% | -$642K | 0.1% | 164 |
|
|
2021
Q2 | $1.82M | Sell |
7,461
-67
| -0.9% | -$16.4K | 0.11% | 145 |
|
|
2021
Q1 | $1.6M | Sell |
7,528
-9,734
| -56% | -$2.06M | 0.1% | 151 |
|
|
2020
Q4 | $3.84M | Buy |
17,262
+1,464
| +9% | +$326K | 0.38% | 60 |
|
|
2020
Q3 | $3.97M | Buy |
15,798
+334
| +2% | +$83.9K | 0.41% | 51 |
|
|
2020
Q2 | $2.9M | Buy |
15,464
+6,299
| +69% | +$1.18M | 0.33% | 55 |
|
|
2020
Q1 | $1.32M | Buy |
+9,165
| New | +$1.32M | 0.19% | 73 |
|
|
2018
Q4 | – | Sell |
-10,108
| Closed | -$1.61M | – | 261 |
|
|
2018
Q3 | $1.61M | Sell |
10,108
-200
| -2% | -$31.8K | 0.22% | 84 |
|
|
2018
Q2 | $1.41M | Sell |
10,308
-19,870
| -66% | -$2.71M | 0.21% | 86 |
|
|
2018
Q1 | $3.51M | Sell |
30,178
-1,676
| -5% | -$195K | 0.56% | 49 |
|
|
2017
Q4 | $3.26M | Sell |
31,854
-17,721
| -36% | -$1.81M | 0.5% | 55 |
|
|
2017
Q3 | $4.63M | Buy |
49,575
+26,181
| +112% | +$2.45M | 0.72% | 45 |
|
|
2017
Q2 | $2.03M | Buy |
23,394
+10,768
| +85% | +$933K | 0.61% | 45 |
|
|
2017
Q1 | $1.04M | Buy |
12,626
+1,704
| +16% | +$141K | 0.34% | 70 |
|
|
2016
Q4 | $748K | Buy |
+10,922
| New | +$748K | 0.27% | 79 |
|