EAM
EdenTree Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.82M | Buy |
36,028
+3,250
| +10% | +$886K | 2.72% | 12 |
|
|
2025
Q1 | $8.79M | Sell |
32,778
-1,057
| -3% | -$284K | 2.95% | 11 |
|
|
2024
Q4 | $11.3M | Sell |
33,835
-6,445
| -16% | -$2.16M | 3.29% | 4 |
|
|
2024
Q3 | $11M | Sell |
40,280
-13,925
| -26% | -$3.81M | 3.19% | 5 |
|
|
2024
Q2 | $13.9M | Buy |
54,205
+13,010
| +32% | +$3.34M | 4.42% | 4 |
|
|
2024
Q1 | $12.4M | Sell |
41,195
-13,493
| -25% | -$4.06M | 3.93% | 4 |
|
|
2023
Q4 | $14.4M | Buy |
54,688
+5,248
| +11% | +$1.38M | 4.45% | 4 |
|
|
2023
Q3 | $10M | Sell |
49,440
-2,000
| -4% | -$406K | 3.93% | 4 |
|
|
2023
Q2 | $10.9M | Buy |
+51,440
| New | +$10.9M | 3.73% | 5 |
|