CA
CSM Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
47,550
+2,275
| +5% | +$620K | 0.38% | 79 |
|
|
2025
Q1 | $12.2M | Buy |
45,275
+10,118
| +29% | +$2.72M | 0.66% | 33 |
|
|
2024
Q4 | $11.8M | Sell |
35,157
-2,308
| -6% | -$771K | 0.55% | 39 |
|
|
2024
Q3 | $10.3M | Buy |
37,465
+2,910
| +8% | +$797K | 0.67% | 51 |
|
|
2024
Q2 | $8.89M | Sell |
34,555
-815
| -2% | -$210K | 0.63% | 51 |
|
|
2024
Q1 | $10.7M | Buy |
35,370
+530
| +2% | +$160K | 0.7% | 49 |
|
|
2023
Q4 | $9.17M | Buy |
+34,840
| New | +$9.17M | 0.66% | 45 |
|