AM
Account Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+740
| New | +$202K | 0.22% | 25 |
|
|
2025
Q1 | – | Sell |
-865
| Closed | -$289K | – | 25 |
|
|
2024
Q4 | $289K | Hold |
865
| – | – | 0.34% | 23 |
|
|
2024
Q3 | $237K | Sell |
865
-75
| -8% | -$20.5K | 0.28% | 24 |
|
|
2024
Q2 | $242K | Sell |
940
-30
| -3% | -$7.71K | 0.27% | 24 |
|
|
2024
Q1 | $292K | Hold |
970
| – | – | 0.32% | 21 |
|
|
2023
Q4 | $255K | Buy |
+970
| New | +$255K | 0.31% | 22 |
|
|
2023
Q3 | – | Sell |
-1,005
| Closed | -$212K | – | 24 |
|
|
2023
Q2 | $212K | Sell |
1,005
-85
| -8% | -$18K | 0.28% | 19 |
|
|
2023
Q1 | $218K | Buy |
+1,090
| New | +$218K | 0.28% | 21 |
|
|
2016
Q4 | – | Sell |
-14,975
| Closed | -$1.07M | – | 22 |
|
|
2016
Q3 | $1.07M | Sell |
14,975
-2,600
| -15% | -$185K | 1.46% | 15 |
|
|
2016
Q2 | $1.4M | Buy |
17,575
+230
| +1% | +$18.3K | 1.81% | 15 |
|
|
2016
Q1 | $1.28M | Buy |
+17,345
| New | +$1.28M | 1.45% | 18 |
|