AM Investment Strategies’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,325
| Closed | -$308K | – | 95 |
|
|
2022
Q4 | $308K | Sell |
2,325
-48
| -2% | -$6.36K | 0.11% | 66 |
|
|
2022
Q3 | $341K | Buy |
2,373
+464
| +24% | +$66.7K | 0.13% | 61 |
|
|
2022
Q2 | $315K | Sell |
1,909
-360
| -16% | -$59.4K | 0.11% | 68 |
|
|
2022
Q1 | $482K | Buy |
2,269
+117
| +5% | +$24.9K | 0.13% | 68 |
|
|
2021
Q4 | $547K | Buy |
2,152
+279
| +15% | +$70.9K | 0.13% | 71 |
|
|
2021
Q3 | $508K | Sell |
1,873
-15
| -0.8% | -$4.07K | 0.13% | 72 |
|
|
2021
Q2 | $461K | Sell |
1,888
-193
| -9% | -$47.1K | 0.12% | 71 |
|
|
2021
Q1 | $441K | Sell |
2,081
-98
| -4% | -$20.8K | 0.12% | 70 |
|
|
2020
Q4 | $485K | Sell |
2,179
-125
| -5% | -$27.8K | 0.15% | 63 |
|
|
2020
Q3 | $579K | Buy |
+2,304
| New | +$579K | 0.2% | 55 |
|