CCAM
Codex Capital Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Hold |
18,500
| – | – | 2.02% | 20 |
|
|
2025
Q1 | $4.96M | Hold |
18,500
| – | – | 2.34% | 19 |
|
|
2024
Q4 | $6.19M | Hold |
18,500
| – | – | 2.74% | 16 |
|
|
2024
Q3 | $5.06M | Sell |
18,500
-5,500
| -23% | -$1.51M | 2.25% | 19 |
|
|
2024
Q2 | $6.17M | Buy |
+24,000
| New | +$6.17M | 2.82% | 15 |
|