CPM
Connective Portfolio Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,170
| Closed | -$1.73M | – | 35 |
|
|
2024
Q4 | $1.73M | Hold |
5,170
| – | – | 2.57% | 13 |
|
|
2024
Q3 | $1.4M | Hold |
5,170
| – | – | 2.48% | 17 |
|
|
2024
Q2 | $1.33M | Hold |
5,170
| – | – | 2.16% | 18 |
|
|
2024
Q1 | $1.56M | Hold |
5,170
| – | – | 2.74% | 11 |
|
|
2023
Q4 | $1.36M | Hold |
5,170
| – | – | 2.77% | 12 |
|
|
2023
Q3 | $1.05M | Hold |
5,170
| – | – | 3.19% | 12 |
|
|
2023
Q2 | $1.09M | Sell |
5,170
-6,195
| -55% | -$1.31M | 2.71% | 10 |
|
|
2023
Q1 | $2.25M | Buy |
+11,365
| New | +$2.25M | 7.14% | 3 |
|