AS
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AM Squared’s Salesforce CRM Stock Holding History

AM Squared’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-800
Closed -$169K – 95
2023
Q2 		$169K Sell
800
-3,400
-81% -$718K 0.19% 44
2023
Q1 		$839K Sell
4,200
-2,500
-37% -$499K 0.65% 22
2022
Q4 		$888K Buy
+6,700
New +$888K 0.58% 22