GAM
Guinness Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.6M | Sell |
130,558
-2,677
| -2% | -$730K | 0.64% | 37 |
|
|
2025
Q1 | $35.8M | Buy |
133,235
+6,681
| +5% | +$1.79M | 0.68% | 36 |
|
|
2024
Q4 | $42.3M | Sell |
126,554
-13,868
| -10% | -$4.64M | 0.8% | 30 |
|
|
2024
Q3 | $38.4M | Sell |
140,422
-2,454
| -2% | -$672K | 0.73% | 27 |
|
|
2024
Q2 | $36.7M | Buy |
142,876
+5,237
| +4% | +$1.35M | 0.76% | 30 |
|
|
2024
Q1 | $41.5M | Buy |
137,639
+11,620
| +9% | +$3.5M | 0.86% | 28 |
|
|
2023
Q4 | $33.2M | Buy |
126,019
+956
| +0.8% | +$252K | 0.73% | 32 |
|
|
2023
Q3 | $25.4M | Buy |
125,063
+7,018
| +6% | +$1.42M | 0.58% | 40 |
|
|
2023
Q2 | $24.9M | Buy |
118,045
+7,819
| +7% | +$1.65M | 0.58% | 41 |
|
|
2023
Q1 | $22M | Buy |
110,226
+126
| +0.1% | +$25.2K | 0.56% | 42 |
|
|
2022
Q4 | $14.6M | Buy |
110,100
+1,206
| +1% | +$160K | 0.41% | 62 |
|
|
2022
Q3 | $15.7M | Sell |
108,894
-2,122
| -2% | -$305K | 0.53% | 55 |
|
|
2022
Q2 | $18.3M | Buy |
+111,016
| New | +$18.3M | 0.72% | 47 |
|