VIM
Vancity Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,243
| Closed | -$334K | – | 72 |
|
|
2025
Q1 | $334K | Buy |
+1,243
| New | +$334K | 0.05% | 68 |
|
|
2024
Q3 | $732K | Sell |
2,675
-180,495
| -99% | -$49.4M | 0.09% | 55 |
|
|
2024
Q2 | $42.9M | Buy |
183,170
+74,468
| +69% | +$17.5M | 2.72% | 15 |
|
|
2024
Q1 | $32.7M | Buy |
108,702
+22,270
| +26% | +$6.71M | 3.9% | 6 |
|
|
2023
Q4 | $22.7M | Sell |
86,432
-56,016
| -39% | -$14.7M | 3.33% | 8 |
|
|
2023
Q3 | $28.9M | Hold |
142,448
| – | – | 3.75% | 5 |
|
|
2023
Q2 | $30.1M | Hold |
142,448
| – | – | 3.87% | 4 |
|
|
2023
Q1 | $28.5M | Buy |
142,448
+335
| +0.2% | +$66.9K | 3.99% | 4 |
|
|
2022
Q4 | $18.8M | Buy |
142,113
+2,545
| +2% | +$337K | 2.82% | 8 |
|
|
2022
Q3 | $20.1M | Sell |
139,568
-7,866
| -5% | -$1.13M | 3.19% | 6 |
|
|
2022
Q2 | $24.3M | Buy |
147,434
+27,642
| +23% | +$4.56M | 3.47% | 5 |
|
|
2022
Q1 | $25.4M | Buy |
119,792
+8,001
| +7% | +$1.7M | 3.01% | 6 |
|
|
2021
Q4 | $28.4M | Buy |
111,791
+12,382
| +12% | +$3.15M | 3.26% | 4 |
|
|
2021
Q3 | $27M | Buy |
99,409
+58,740
| +144% | +$15.9M | 3.45% | 4 |
|
|
2021
Q2 | $9.93M | Buy |
40,669
+2,749
| +7% | +$671K | 1.39% | 30 |
|
|
2021
Q1 | $8.03M | Buy |
37,920
+91
| +0.2% | +$19.3K | 1.48% | 31 |
|
|
2020
Q4 | $8.42M | Buy |
+37,829
| New | +$8.42M | 1.68% | 21 |
|