EAM
EFG Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,646
| Closed | -$2.37M | – | 181 |
|
|
2024
Q3 | $2.37M | Sell |
8,646
-2,010
| -19% | -$550K | 0.4% | 108 |
|
|
2024
Q2 | $2.74M | Sell |
10,656
-419
| -4% | -$108K | 0.47% | 69 |
|
|
2024
Q1 | $3.33M | Sell |
11,075
-15
| -0.1% | -$4.51K | 0.58% | 50 |
|
|
2023
Q4 | $2.92M | Buy |
11,090
+5,292
| +91% | +$1.39M | 0.55% | 68 |
|
|
2023
Q3 | $1.18M | Buy |
5,798
+662
| +13% | +$134K | 0.28% | 129 |
|
|
2023
Q2 | $1.08M | Sell |
5,136
-1,118
| -18% | -$236K | 0.23% | 144 |
|
|
2023
Q1 | $1.25M | Buy |
6,254
+2,844
| +83% | +$568K | 0.28% | 130 |
|
|
2022
Q4 | $452K | Sell |
3,410
-1,348
| -28% | -$179K | 0.1% | 172 |
|
|
2022
Q3 | $685K | Sell |
4,758
-1,515
| -24% | -$218K | 0.16% | 165 |
|
|
2022
Q2 | $1.04M | Sell |
6,273
-2,333
| -27% | -$385K | 0.22% | 136 |
|
|
2022
Q1 | $1.83M | Sell |
8,606
-786
| -8% | -$167K | 0.27% | 118 |
|
|
2021
Q4 | $2.39M | Buy |
+9,392
| New | +$2.39M | 0.31% | 98 |
|