Summit Global Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $818K | Sell |
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|
2025
Q2 | $981K | Hold |
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|
2025
Q1 | $965K | Sell |
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|
2024
Q4 | $8M | Buy |
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|
2024
Q3 | $6.55M | Buy |
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|
2024
Q2 | $574K | Buy |
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|
2024
Q1 | $400K | Sell |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $17.5M | Buy |
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|
2023
Q2 | $303K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $495K | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q3 | $1.38M | Sell |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $3.84M | Buy |
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|
2020
Q3 | $3.97M | Buy |
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|
2020
Q2 | $2.9M | Buy |
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|
2020
Q1 | $1.32M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.61M | Sell |
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|
2018
Q2 | $1.41M | Sell |
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|
2018
Q1 | $3.51M | Sell |
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|
2017
Q4 | $3.26M | Sell |
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|
2017
Q3 | $4.63M | Buy |
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|
2017
Q2 | $2.03M | Buy |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $748K | Buy |
|