CAM
Costello Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12K | Sell |
15
-29
| -66% | -$7.97K | ﹤0.01% | 573 |
|
|
2025
Q1 | $11.8K | Sell |
44
-25
| -36% | -$6.72K | ﹤0.01% | 436 |
|
|
2024
Q4 | $23.1K | Hold |
69
| – | – | 0.02% | 121 |
|
|
2024
Q3 | $18.9K | Hold |
69
| – | – | 0.01% | 127 |
|
|
2024
Q2 | $17.7K | Hold |
69
| – | – | 0.01% | 114 |
|
|
2024
Q1 | $20.8K | Hold |
69
| – | – | 0.01% | 123 |
|
|
2023
Q4 | $18.2K | Hold |
69
| – | – | 0.02% | 121 |
|
|
2023
Q3 | $14K | Hold |
69
| – | – | 0.01% | 131 |
|
|
2023
Q2 | $14.6K | Hold |
69
| – | – | 0.01% | 130 |
|
|
2023
Q1 | $13.8K | Hold |
69
| – | – | 0.01% | 138 |
|
|
2022
Q4 | $9.15K | Sell |
69
-74
| -52% | -$9.81K | 0.01% | 155 |
|
|
2022
Q3 | $21K | Hold |
143
| – | – | 0.02% | 118 |
|
|
2022
Q2 | $24K | Hold |
143
| – | – | 0.02% | 122 |
|
|
2022
Q1 | $30K | Hold |
143
| – | – | 0.02% | 130 |
|
|
2021
Q4 | $36K | Sell |
143
-11
| -7% | -$2.77K | 0.02% | 127 |
|
|
2021
Q3 | $42K | Buy |
154
+70
| +83% | +$19.1K | 0.03% | 120 |
|
|
2021
Q2 | $21K | Hold |
84
| – | – | 0.01% | 143 |
|
|
2021
Q1 | $18K | Buy |
+84
| New | +$18K | 0.01% | 157 |
|