APIM
Agate Pass Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
11,022
+2,437
| +28% | +$665K | 1.23% | 23 |
|
|
2025
Q1 | $2.3M | Buy |
8,585
+1,364
| +19% | +$366K | 0.99% | 30 |
|
|
2024
Q4 | $2.41M | Buy |
7,221
+2,217
| +44% | +$741K | 1.09% | 29 |
|
|
2024
Q3 | $1.37M | Buy |
+5,004
| New | +$1.37M | 0.68% | 44 |
|