CAM
Carret Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
5,099
+2,148
| +73% | +$586K | 0.15% | 126 |
|
|
2025
Q1 | $792K | Hold |
2,951
| – | – | 0.09% | 162 |
|
|
2024
Q4 | $987K | Sell |
2,951
-60
| -2% | -$20.1K | 0.11% | 147 |
|
|
2024
Q3 | $824K | Buy |
3,011
+332
| +12% | +$90.9K | 0.09% | 163 |
|
|
2024
Q2 | $689K | Buy |
2,679
+5
| +0.2% | +$1.29K | 0.08% | 168 |
|
|
2024
Q1 | $805K | Sell |
2,674
-110
| -4% | -$33.1K | 0.09% | 153 |
|
|
2023
Q4 | $733K | Buy |
2,784
+5
| +0.2% | +$1.32K | 0.09% | 158 |
|
|
2023
Q3 | $564K | Buy |
2,779
+4
| +0.1% | +$811 | 0.08% | 169 |
|
|
2023
Q2 | $586K | Hold |
2,775
| – | – | 0.08% | 173 |
|
|
2023
Q1 | $554K | Sell |
2,775
-64
| -2% | -$12.8K | 0.08% | 173 |
|
|
2022
Q4 | $376K | Buy |
2,839
+107
| +4% | +$14.2K | 0.05% | 202 |
|
|
2022
Q3 | $393K | Sell |
2,732
-92
| -3% | -$13.2K | 0.06% | 198 |
|
|
2022
Q2 | $466K | Buy |
2,824
+529
| +23% | +$87.3K | 0.06% | 193 |
|
|
2022
Q1 | $487K | Buy |
2,295
+203
| +10% | +$43.1K | 0.06% | 198 |
|
|
2021
Q4 | $532K | Buy |
2,092
+48
| +2% | +$12.2K | 0.06% | 195 |
|
|
2021
Q3 | $554K | Buy |
2,044
+469
| +30% | +$127K | 0.07% | 185 |
|
|
2021
Q2 | $385K | Buy |
+1,575
| New | +$385K | 0.05% | 214 |
|