GAM
Grandview Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
6,789
-43
| -0.6% | -$11.7K | 0.59% | 33 |
|
|
2025
Q1 | $1.83M | Buy |
6,832
+150
| +2% | +$40.2K | 0.7% | 32 |
|
|
2024
Q4 | $2.23M | Buy |
6,682
+498
| +8% | +$166K | 0.82% | 28 |
|
|
2024
Q3 | $1.69M | Sell |
6,184
-313
| -5% | -$85.7K | 0.97% | 21 |
|
|
2024
Q2 | $1.67M | Sell |
6,497
-270
| -4% | -$69.4K | 0.98% | 20 |
|
|
2024
Q1 | $2.04M | Sell |
6,767
-271
| -4% | -$81.6K | 0.93% | 22 |
|
|
2023
Q4 | $1.85M | Sell |
7,038
-567
| -7% | -$149K | 0.97% | 24 |
|
|
2023
Q3 | $1.54M | Sell |
7,605
-524
| -6% | -$106K | 0.88% | 27 |
|
|
2023
Q2 | $1.72M | Buy |
8,129
+145
| +2% | +$30.6K | 1.67% | 18 |
|
|
2023
Q1 | $1.6M | Sell |
7,984
-972
| -11% | -$194K | 0.94% | 28 |
|
|
2022
Q4 | $1.19M | Sell |
8,956
-1,141
| -11% | -$151K | 0.74% | 38 |
|
|
2022
Q3 | $1.45M | Sell |
10,097
-1,076
| -10% | -$155K | 0.92% | 29 |
|
|
2022
Q2 | $1.84M | Sell |
11,173
-64
| -0.6% | -$10.6K | 1.03% | 25 |
|
|
2022
Q1 | $2.39M | Sell |
11,237
-783
| -7% | -$166K | 1.01% | 27 |
|
|
2021
Q4 | $3.06M | Sell |
12,020
-208
| -2% | -$52.9K | 1.23% | 19 |
|
|
2021
Q3 | $3.32M | Sell |
12,228
-1,257
| -9% | -$341K | 3.41% | 8 |
|
|
2021
Q2 | $3.29M | Sell |
13,485
-1,278
| -9% | -$312K | 1.81% | 14 |
|
|
2021
Q1 | $3.13M | Buy |
14,763
+55
| +0.4% | +$11.7K | 1.67% | 14 |
|
|
2020
Q4 | $3.27M | Sell |
14,708
-431
| -3% | -$95.9K | 2.14% | 10 |
|
|
2020
Q3 | $3.81M | Sell |
15,139
-372
| -2% | -$93.5K | 3.09% | 6 |
|
|
2020
Q2 | $2.91M | Buy |
+15,511
| New | +$2.91M | 2.54% | 6 |
|
|
2020
Q1 | – | Sell |
-30,227
| Closed | -$5.05M | – | 27 |
|
|
2019
Q4 | $5.05M | Sell |
30,227
-1,236
| -4% | -$206K | 4.78% | 4 |
|
|
2019
Q3 | $4.65M | Sell |
31,463
-208
| -0.7% | -$30.7K | 4.21% | 4 |
|
|
2019
Q2 | $4.81M | Sell |
31,671
-2,969
| -9% | -$450K | 4.45% | 4 |
|
|
2019
Q1 | $5.49M | Buy |
34,640
+58
| +0.2% | +$9.19K | 5.06% | 2 |
|
|
2018
Q4 | $4.74M | Buy |
+34,582
| New | +$4.74M | 5.03% | 2 |
|