TIM
Thompson Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
1,020
| – | – | 0.04% | 156 |
|
|
2025
Q1 | $274K | Hold |
1,020
| – | – | 0.04% | 155 |
|
|
2024
Q4 | $341K | Hold |
1,020
| – | – | 0.05% | 149 |
|
|
2024
Q3 | $279K | Hold |
1,020
| – | – | 0.04% | 155 |
|
|
2024
Q2 | $262K | Buy |
1,020
+20
| +2% | +$5.14K | 0.04% | 152 |
|
|
2024
Q1 | $301K | Hold |
1,000
| – | – | 0.05% | 152 |
|
|
2023
Q4 | $263K | Hold |
1,000
| – | – | 0.04% | 160 |
|
|
2023
Q3 | $203K | Hold |
1,000
| – | – | 0.04% | 170 |
|
|
2023
Q2 | $211K | Sell |
1,000
-3
| -0.3% | -$634 | 0.03% | 173 |
|
|
2023
Q1 | $200K | Buy |
+1,003
| New | +$200K | 0.03% | 173 |
|
|
2022
Q2 | – | Sell |
-1,006
| Closed | -$214K | – | 193 |
|
|
2022
Q1 | $214K | Hold |
1,006
| – | – | 0.03% | 189 |
|
|
2021
Q4 | $256K | Hold |
1,006
| – | – | 0.04% | 185 |
|
|
2021
Q3 | $273K | Hold |
1,006
| – | – | 0.04% | 177 |
|
|
2021
Q2 | $246K | Buy |
1,006
+3
| +0.3% | +$734 | 0.04% | 187 |
|
|
2021
Q1 | $213K | Hold |
1,003
| – | – | 0.03% | 192 |
|
|
2020
Q4 | $223K | Hold |
1,003
| – | – | 0.04% | 177 |
|
|
2020
Q3 | $252K | Buy |
+1,003
| New | +$252K | 0.05% | 161 |
|