Garner Asset Management Corp’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Hold |
944
| – | – | 0.12% | 135 |
|
|
2025
Q1 | $253K | Hold |
944
| – | – | 0.11% | 144 |
|
|
2024
Q4 | $316K | Hold |
944
| – | – | 0.14% | 126 |
|
|
2024
Q3 | $258K | Hold |
944
| – | – | 0.11% | 137 |
|
|
2024
Q2 | $243K | Hold |
944
| – | – | 0.11% | 137 |
|
|
2024
Q1 | $284K | Hold |
944
| – | – | 0.14% | 131 |
|
|
2023
Q4 | $275K | Buy |
+944
| New | +$275K | 0.13% | 123 |
|
|
2023
Q2 | – | Sell |
-2,144
| Closed | -$428K | – | 154 |
|
|
2023
Q1 | $428K | Buy |
2,144
+100
| +5% | +$20K | 0.2% | 121 |
|
|
2022
Q4 | $271K | Hold |
2,044
| – | – | 0.13% | 137 |
|
|
2022
Q3 | $294K | Sell |
2,044
-360
| -15% | -$51.8K | 0.15% | 134 |
|
|
2022
Q2 | $397K | Buy |
2,404
+365
| +18% | +$60.3K | 0.17% | 136 |
|
|
2022
Q1 | $433K | Buy |
2,039
+70
| +4% | +$14.9K | 0.17% | 136 |
|
|
2021
Q4 | $500K | Buy |
1,969
+10
| +0.5% | +$2.54K | 0.2% | 124 |
|
|
2021
Q3 | $531K | Hold |
1,959
| – | – | 0.24% | 116 |
|
|
2021
Q2 | $479K | Sell |
1,959
-30
| -2% | -$7.34K | 0.22% | 117 |
|
|
2021
Q1 | $421K | Sell |
1,989
-60
| -3% | -$12.7K | 0.21% | 120 |
|
|
2020
Q4 | $456K | Hold |
2,049
| – | – | 0.25% | 114 |
|
|
2020
Q3 | $515K | Hold |
2,049
| – | – | 0.34% | 95 |
|
|
2020
Q2 | $384K | Buy |
2,049
+73
| +4% | +$13.7K | 0.29% | 109 |
|
|
2020
Q1 | $285K | Buy |
1,976
+102
| +5% | +$14.7K | 0.26% | 108 |
|
|
2019
Q4 | $305K | Buy |
1,874
+135
| +8% | +$22K | 0.21% | 116 |
|
|
2019
Q3 | $258K | Buy |
+1,739
| New | +$258K | 0.19% | 121 |
|