TIA
Tiemann Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
10,026
+200
| +2% | +$54.5K | 1.12% | 15 |
|
|
2025
Q1 | $2.64M | Sell |
9,826
-50
| -0.5% | -$13.4K | 1.2% | 15 |
|
|
2024
Q4 | $3.3M | Buy |
9,876
+186
| +2% | +$62.2K | 1.47% | 14 |
|
|
2024
Q3 | $2.65M | Sell |
9,690
-185
| -2% | -$50.6K | 1.14% | 16 |
|
|
2024
Q2 | $2.54M | Sell |
9,875
-313
| -3% | -$80.5K | 1.13% | 16 |
|
|
2024
Q1 | $3.07M | Hold |
10,188
| – | – | 1.37% | 15 |
|
|
2023
Q4 | $2.68M | Buy |
10,188
+248
| +2% | +$65.3K | 1.3% | 15 |
|
|
2023
Q3 | $2.02M | Sell |
9,940
-15
| -0.2% | -$3.04K | 1.08% | 19 |
|
|
2023
Q2 | $2.1M | Buy |
9,955
+195
| +2% | +$41.2K | 1.07% | 19 |
|
|
2023
Q1 | $1.95M | Buy |
9,760
+135
| +1% | +$27K | 1.07% | 17 |
|
|
2022
Q4 | $1.28M | Buy |
9,625
+415
| +5% | +$55K | 0.75% | 32 |
|
|
2022
Q3 | $1.33M | Buy |
9,210
+190
| +2% | +$27.3K | 0.86% | 32 |
|
|
2022
Q2 | $1.49M | Buy |
9,020
+120
| +1% | +$19.8K | 0.79% | 33 |
|
|
2022
Q1 | $1.89M | Sell |
8,900
-70
| -0.8% | -$14.9K | 0.87% | 26 |
|
|
2021
Q4 | $2.28M | Sell |
8,970
-45
| -0.5% | -$11.4K | 0.96% | 20 |
|
|
2021
Q3 | $2.45M | Sell |
9,015
-165
| -2% | -$44.8K | 1.16% | 17 |
|
|
2021
Q2 | $2.24M | Buy |
9,180
+20
| +0.2% | +$4.89K | 1.05% | 20 |
|
|
2021
Q1 | $1.94M | Sell |
9,160
-30
| -0.3% | -$6.36K | 0.97% | 22 |
|
|
2020
Q4 | $2.05M | Buy |
9,190
+200
| +2% | +$44.5K | 1.09% | 19 |
|
|
2020
Q3 | $2.26M | Hold |
8,990
| – | – | 1.4% | 14 |
|
|
2020
Q2 | $1.68M | Buy |
8,990
+175
| +2% | +$32.8K | 1.15% | 20 |
|
|
2020
Q1 | $1.27M | Buy |
8,815
+75
| +0.9% | +$10.8K | 1.1% | 22 |
|
|
2019
Q4 | $1.42M | Hold |
8,740
| – | – | 0.97% | 25 |
|
|
2019
Q3 | $1.3M | Buy |
8,740
+25
| +0.3% | +$3.71K | 0.94% | 29 |
|
|
2019
Q2 | $1.32M | Buy |
8,715
+50
| +0.6% | +$7.59K | 0.96% | 26 |
|
|
2019
Q1 | $1.37M | Buy |
8,665
+300
| +4% | +$47.5K | 1.04% | 29 |
|
|
2018
Q4 | $1.15M | Sell |
8,365
-25
| -0.3% | -$3.43K | 1.03% | 30 |
|
|
2018
Q3 | $1.33M | Hold |
8,390
| – | – | 1.01% | 28 |
|
|
2018
Q2 | $1.14M | Hold |
8,390
| – | – | 0.92% | 32 |
|
|
2018
Q1 | $976K | Sell |
8,390
-750
| -8% | -$87.2K | 0.79% | 37 |
|
|
2017
Q4 | $934K | Hold |
9,140
| – | – | 0.74% | 39 |
|
|
2017
Q3 | $854K | Hold |
9,140
| – | – | 0.72% | 40 |
|
|
2017
Q2 | $792K | Hold |
9,140
| – | – | 0.71% | 40 |
|
|
2017
Q1 | $754K | Hold |
9,140
| – | – | 0.7% | 44 |
|
|
2016
Q4 | $626K | Sell |
9,140
-150
| -2% | -$10.3K | 0.61% | 53 |
|
|
2016
Q3 | $663K | Sell |
9,290
-100
| -1% | -$7.14K | 0.61% | 50 |
|
|
2016
Q2 | $746K | Buy |
9,390
+150
| +2% | +$11.9K | 0.7% | 45 |
|
|
2016
Q1 | $682K | Sell |
9,240
-86
| -0.9% | -$6.35K | 0.67% | 47 |
|
|
2015
Q4 | $731K | Buy |
9,326
+100
| +1% | +$7.84K | 0.74% | 39 |
|
|
2015
Q3 | $641K | Buy |
9,226
+50
| +0.5% | +$3.47K | 0.7% | 43 |
|
|
2015
Q2 | $639K | Buy |
9,176
+200
| +2% | +$13.9K | 0.66% | 49 |
|
|
2015
Q1 | $600K | Buy |
8,976
+40
| +0.4% | +$2.67K | 0.62% | 55 |
|
|
2014
Q4 | $530K | Hold |
8,936
| – | – | 0.57% | 60 |
|
|
2014
Q3 | $514K | Hold |
8,936
| – | – | 0.57% | 57 |
|
|
2014
Q2 | $519K | Hold |
8,936
| – | – | 0.58% | 58 |
|
|
2014
Q1 | $510K | Buy |
+8,936
| New | +$510K | 0.57% | 58 |
|