GAM
Griffin Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
2,068
-897
| -30% | -$245K | 0.07% | 150 |
|
|
2025
Q1 | $796K | Buy |
2,965
+2,279
| +332% | +$612K | 0.1% | 132 |
|
|
2024
Q4 | $229K | Buy |
+686
| New | +$229K | 0.03% | 196 |
|
|
2022
Q1 | – | Sell |
-1,244
| Closed | -$316K | – | 230 |
|
|
2021
Q4 | $316K | Hold |
1,244
| – | – | 0.04% | 199 |
|
|
2021
Q3 | $337K | Hold |
1,244
| – | – | 0.04% | 197 |
|
|
2021
Q2 | $304K | Sell |
1,244
-90
| -7% | -$22K | 0.04% | 209 |
|
|
2021
Q1 | $283K | Buy |
+1,334
| New | +$283K | 0.04% | 208 |
|
|
2019
Q3 | – | Sell |
-360
| Closed | -$55K | – | 280 |
|
|
2019
Q2 | $55K | Buy |
+360
| New | +$55K | 0.01% | 351 |
|