GTAM
Global Trust Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
1,766
-233
| -12% | -$63.6K | 0.26% | 86 |
|
|
2025
Q1 | $537K | Sell |
1,999
-360
| -15% | -$96.7K | 0.33% | 74 |
|
|
2024
Q4 | $789K | Buy |
2,359
+8
| +0.3% | +$2.68K | 0.3% | 79 |
|
|
2024
Q3 | $644K | Sell |
2,351
-186
| -7% | -$50.9K | 0.24% | 93 |
|
|
2024
Q2 | $652K | Sell |
2,537
-133
| -5% | -$34.2K | 0.26% | 82 |
|
|
2024
Q1 | $804K | Buy |
2,670
+770
| +41% | +$232K | 0.33% | 73 |
|
|
2023
Q4 | $500K | Sell |
1,900
-251
| -12% | -$66K | 0.22% | 96 |
|
|
2023
Q3 | $436K | Buy |
2,151
+320
| +17% | +$64.9K | 0.21% | 96 |
|
|
2023
Q2 | $387K | Sell |
1,831
-251
| -12% | -$53K | 0.17% | 110 |
|
|
2023
Q1 | $416K | Buy |
2,082
+431
| +26% | +$86.1K | 0.2% | 104 |
|
|
2022
Q4 | $219K | Sell |
1,651
-438
| -21% | -$58.1K | 0.11% | 133 |
|
|
2022
Q3 | $300K | Buy |
2,089
+55
| +3% | +$7.9K | 0.16% | 110 |
|
|
2022
Q2 | $336K | Sell |
2,034
-1,301
| -39% | -$215K | 0.17% | 115 |
|
|
2022
Q1 | $708K | Sell |
3,335
-131
| -4% | -$27.8K | 0.29% | 79 |
|
|
2021
Q4 | $881K | Buy |
3,466
+384
| +12% | +$97.6K | 0.35% | 70 |
|
|
2021
Q3 | $836K | Hold |
3,082
| – | – | 0.37% | 63 |
|
|
2021
Q2 | $753K | Sell |
3,082
-27
| -0.9% | -$6.6K | 0.36% | 70 |
|
|
2021
Q1 | $659K | Buy |
3,109
+6
| +0.2% | +$1.27K | 0.36% | 73 |
|
|
2020
Q4 | $691K | Buy |
3,103
+322
| +12% | +$71.7K | 0.38% | 70 |
|
|
2020
Q3 | $705K | Buy |
2,781
+900
| +48% | +$228K | 0.45% | 56 |
|
|
2020
Q2 | $352K | Hold |
1,881
| – | – | 0.25% | 98 |
|
|
2020
Q1 | $282K | Sell |
1,881
-1,365
| -42% | -$205K | 0.22% | 114 |
|
|
2019
Q4 | $528K | Buy |
3,246
+1,300
| +67% | +$211K | 0.32% | 97 |
|
|
2019
Q3 | $289K | Sell |
1,946
-3,240
| -62% | -$481K | 0.19% | 119 |
|
|
2019
Q2 | $787K | Buy |
5,186
+4,235
| +445% | +$643K | 0.53% | 59 |
|
|
2019
Q1 | $151K | Sell |
951
-2,332
| -71% | -$370K | 0.11% | 157 |
|
|
2018
Q4 | $450K | Sell |
3,283
-400
| -11% | -$54.8K | 0.4% | 76 |
|
|
2018
Q3 | $586K | Buy |
3,683
+1,100
| +43% | +$175K | 0.41% | 70 |
|
|
2018
Q2 | $352K | Sell |
2,583
-2,045
| -44% | -$279K | 0.26% | 96 |
|
|
2018
Q1 | $538K | Buy |
4,628
+4,420
| +2,125% | +$514K | 0.42% | 70 |
|
|
2017
Q4 | $21K | Buy |
+208
| New | +$21K | 0.01% | 257 |
|