AAM
Augustine Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
6,228
-1,018
| -14% | -$278K | 0.45% | 37 |
|
|
2025
Q1 | $1.94M | Hold |
7,246
| – | – | 0.57% | 33 |
|
|
2024
Q4 | $2.42M | Buy |
7,246
+3,406
| +89% | +$1.14M | 0.64% | 28 |
|
|
2024
Q3 | $1.05M | Buy |
3,840
+43
| +1% | +$11.8K | 0.37% | 42 |
|
|
2024
Q2 | $976K | Hold |
3,797
| – | – | 0.38% | 42 |
|
|
2024
Q1 | $1.14M | Sell |
3,797
-40
| -1% | -$12K | 0.48% | 35 |
|
|
2023
Q4 | $1.01M | Sell |
3,837
-30
| -0.8% | -$7.89K | 0.45% | 36 |
|
|
2023
Q3 | $784K | Sell |
3,867
-6
| -0.2% | -$1.22K | 0.36% | 41 |
|
|
2023
Q2 | $818K | Buy |
3,873
+5
| +0.1% | +$1.06K | 0.38% | 41 |
|
|
2023
Q1 | $773K | Buy |
3,868
+23
| +0.6% | +$4.6K | 0.38% | 41 |
|
|
2022
Q4 | $510K | Buy |
+3,845
| New | +$510K | 0.28% | 50 |
|