Sustainable Insight Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-899
| Closed | -$241K | – | 67 |
|
|
2025
Q1 | $241K | Sell |
899
-2,512
| -74% | -$674K | 0.12% | 64 |
|
|
2024
Q4 | $1.14M | Buy |
3,411
+1,912
| +128% | +$639K | 0.5% | 34 |
|
|
2024
Q3 | $410K | Buy |
1,499
+600
| +67% | +$164K | 0.19% | 54 |
|
|
2024
Q2 | $231K | Buy |
899
+200
| +29% | +$51.4K | 0.12% | 66 |
|
|
2024
Q1 | $211K | Sell |
699
-200
| -22% | -$60.2K | 0.15% | 63 |
|
|
2023
Q4 | $237K | Sell |
899
-700
| -44% | -$184K | 0.19% | 53 |
|
|
2023
Q3 | $324K | Sell |
1,599
-700
| -30% | -$142K | 0.32% | 43 |
|
|
2023
Q2 | $486K | Buy |
2,299
+107
| +5% | +$22.6K | 0.45% | 32 |
|
|
2023
Q1 | $438K | Buy |
2,192
+441
| +25% | +$88.1K | 0.44% | 48 |
|
|
2022
Q4 | $232K | Buy |
1,751
+43
| +3% | +$5.7K | 0.26% | 89 |
|
|
2022
Q3 | $246K | Sell |
1,708
-100
| -6% | -$14.4K | 0.29% | 86 |
|
|
2022
Q2 | $319K | Hold |
1,808
| – | – | 0.32% | 71 |
|
|
2022
Q1 | $384K | Buy |
1,808
+40
| +2% | +$8.5K | 0.27% | 64 |
|
|
2021
Q4 | $449K | Sell |
1,768
-171
| -9% | -$43.4K | 0.24% | 54 |
|
|
2021
Q3 | $526K | Buy |
1,939
+150
| +8% | +$40.7K | 0.34% | 48 |
|
|
2021
Q2 | $437K | Hold |
1,789
| – | – | 0.26% | 66 |
|
|
2021
Q1 | $379K | Sell |
1,789
-524
| -23% | -$111K | 0.25% | 66 |
|
|
2020
Q4 | $515K | Buy |
+2,313
| New | +$515K | 0.35% | 51 |
|
|
2020
Q1 | $270K | Buy |
+1,877
| New | +$270K | 0.38% | 50 |
|
|
2019
Q3 | – | Sell |
-21,000
| Closed | -$3.19M | – | 53 |
|
|
2019
Q2 | $3.19M | Buy |
21,000
+7,700
| +58% | +$1.17M | 3.71% | 1 |
|
|
2019
Q1 | $2.11M | Sell |
13,300
-24,857
| -65% | -$3.94M | 2.71% | 2 |
|
|
2018
Q4 | $5.23M | Sell |
38,157
-5,609
| -13% | -$768K | 6.8% | 2 |
|
|
2018
Q3 | $6.96M | Sell |
43,766
-59,594
| -58% | -$9.48M | 4.54% | 7 |
|
|
2018
Q2 | $14.1M | Sell |
103,360
-3,140
| -3% | -$428K | 5.37% | 1 |
|
|
2018
Q1 | $12.4M | Buy |
106,500
+23,600
| +28% | +$2.74M | 4.92% | 4 |
|
|
2017
Q4 | $8.48M | Buy |
82,900
+26,600
| +47% | +$2.72M | 3.21% | 16 |
|
|
2017
Q3 | $5.26M | Sell |
56,300
-10,000
| -15% | -$934K | 2.37% | 16 |
|
|
2017
Q2 | $5.74M | Sell |
66,300
-15,900
| -19% | -$1.38M | 2.69% | 17 |
|
|
2017
Q1 | $6.78M | Sell |
82,200
-15,500
| -16% | -$1.28M | 3.36% | 11 |
|
|
2016
Q4 | $6.69M | Buy |
+97,700
| New | +$6.69M | 3.46% | 9 |
|