TIM
Tortoise Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7K | Buy |
65
+34
| +110% | +$9.27K | ﹤0.01% | 525 |
|
|
2025
Q1 | $8.32K | Sell |
31
-162
| -84% | -$43.5K | ﹤0.01% | 598 |
|
|
2024
Q4 | $64.5K | Buy |
193
+24
| +14% | +$8.02K | 0.01% | 380 |
|
|
2024
Q3 | $46.3K | Buy |
169
+106
| +168% | +$29K | ﹤0.01% | 421 |
|
|
2024
Q2 | $16.2K | Sell |
63
-168
| -73% | -$43.2K | ﹤0.01% | 563 |
|
|
2024
Q1 | $69.6K | Buy |
231
+36
| +18% | +$10.8K | 0.01% | 335 |
|
|
2023
Q4 | $51.3K | Sell |
195
-14
| -7% | -$3.68K | 0.01% | 349 |
|
|
2023
Q3 | $42.4K | Buy |
209
+14
| +7% | +$2.84K | 0.01% | 359 |
|
|
2023
Q2 | $41.2K | Buy |
195
+4
| +2% | +$845 | 0.01% | 366 |
|
|
2023
Q1 | $38.2K | Sell |
191
-7
| -4% | -$1.4K | 0.01% | 364 |
|
|
2022
Q4 | $26.3K | Sell |
198
-129
| -39% | -$17.1K | ﹤0.01% | 415 |
|
|
2022
Q3 | $47K | Buy |
327
+21
| +7% | +$3.02K | 0.01% | 324 |
|
|
2022
Q2 | $51K | Buy |
306
+100
| +49% | +$16.7K | 0.01% | 296 |
|
|
2022
Q1 | $44K | Buy |
206
+27
| +15% | +$5.77K | 0.01% | 318 |
|
|
2021
Q4 | $45K | Hold |
179
| – | – | 0.01% | 305 |
|
|
2021
Q3 | $49K | Hold |
179
| – | – | 0.01% | 279 |
|
|
2021
Q2 | $44K | Buy |
179
+129
| +258% | +$31.7K | 0.01% | 285 |
|
|
2021
Q1 | $11K | Hold |
50
| – | – | ﹤0.01% | 423 |
|
|
2020
Q4 | $11K | Buy |
+50
| New | +$11K | ﹤0.01% | 403 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | – | – | 513 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 549 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 594 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 597 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 627 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 625 |
|