CAMV
Concord Asset Management (Virginia)’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
9,479
+1,480
| +19% | +$404K | 0.39% | 64 |
|
|
2025
Q1 | $2M | Buy |
7,999
+782
| +11% | +$196K | 0.44% | 59 |
|
|
2024
Q4 | $2.41M | Buy |
7,217
+323
| +5% | +$108K | 0.53% | 51 |
|
|
2024
Q3 | $1.89M | Buy |
6,894
+1,024
| +17% | +$280K | 0.43% | 59 |
|
|
2024
Q2 | $1.51M | Sell |
5,870
-96
| -2% | -$24.7K | 0.37% | 60 |
|
|
2024
Q1 | $1.8M | Buy |
5,966
+1,274
| +27% | +$384K | 0.47% | 53 |
|
|
2023
Q4 | $1.23M | Buy |
4,692
+3,277
| +232% | +$862K | 0.36% | 63 |
|
|
2023
Q3 | $287K | Buy |
+1,415
| New | +$287K | 0.1% | 108 |
|