EFM
E Fund Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.91M | Sell |
25,340
-4,641
| -15% | -$1.27M | 0.33% | 47 |
|
|
2025
Q1 | $8.05M | Sell |
29,981
-8,103
| -21% | -$2.17M | 0.38% | 39 |
|
|
2024
Q4 | $12.7M | Buy |
38,084
+18,010
| +90% | +$6.02M | 0.64% | 24 |
|
|
2024
Q3 | $5.49M | Buy |
20,074
+4,236
| +27% | +$1.16M | 0.28% | 35 |
|
|
2024
Q2 | $4.07M | Buy |
15,838
+551
| +4% | +$142K | 0.23% | 43 |
|
|
2024
Q1 | $4.6M | Buy |
15,287
+6,951
| +83% | +$2.09M | 0.29% | 36 |
|
|
2023
Q4 | $2.19M | Sell |
8,336
-507
| -6% | -$133K | 0.14% | 53 |
|
|
2023
Q3 | $1.79M | Sell |
8,843
-543
| -6% | -$110K | 0.14% | 54 |
|
|
2023
Q2 | $1.98M | Sell |
9,386
-1,406
| -13% | -$297K | 0.16% | 47 |
|
|
2023
Q1 | $2.16M | Buy |
10,792
+785
| +8% | +$157K | 0.16% | 55 |
|
|
2022
Q4 | $1.33M | Sell |
10,007
-102
| -1% | -$13.5K | 0.11% | 72 |
|
|
2022
Q3 | $1.45M | Sell |
10,109
-358
| -3% | -$51.5K | 0.14% | 72 |
|
|
2022
Q2 | $1.73M | Sell |
10,467
-33
| -0.3% | -$5.45K | 0.16% | 68 |
|
|
2022
Q1 | $2.23M | Buy |
10,500
+955
| +10% | +$203K | 0.07% | 59 |
|
|
2021
Q4 | $2.43M | Sell |
9,545
-802
| -8% | -$204K | 0.09% | 74 |
|
|
2021
Q3 | $2.81M | Buy |
+10,347
| New | +$2.81M | 0.12% | 56 |
|
|
2021
Q1 | $7.31M | Buy |
+34,497
| New | +$7.31M | 0.6% | 24 |
|