GAAM
Guinness Atkinson Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97M | Sell |
18,224
-1,442
| -7% | -$393K | 2.61% | 20 |
|
|
2025
Q1 | $5.28M | Sell |
19,666
-953
| -5% | -$256K | 2.94% | 20 |
|
|
2024
Q4 | $6.89M | Sell |
20,619
-5,973
| -22% | -$2M | 3.52% | 12 |
|
|
2024
Q3 | $7.28M | Buy |
26,592
+45
| +0.2% | +$12.3K | 3.54% | 10 |
|
|
2024
Q2 | $6.83M | Sell |
26,547
-23
| -0.1% | -$5.91K | 3.34% | 13 |
|
|
2024
Q1 | $8M | Sell |
26,570
-94
| -0.4% | -$28.3K | 3.76% | 9 |
|
|
2023
Q4 | $7.02M | Sell |
26,664
-575
| -2% | -$151K | 3.59% | 8 |
|
|
2023
Q3 | $5.52M | Sell |
27,239
-72
| -0.3% | -$14.6K | 3.07% | 12 |
|
|
2023
Q2 | $5.77M | Sell |
27,311
-642
| -2% | -$136K | 3.06% | 12 |
|
|
2023
Q1 | $5.58M | Sell |
27,953
-624
| -2% | -$125K | 3.15% | 11 |
|
|
2022
Q4 | $3.79M | Sell |
28,577
-1,456
| -5% | -$193K | 2.38% | 18 |
|
|
2022
Q3 | $4.32M | Hold |
30,033
| – | – | 2.76% | 15 |
|
|
2022
Q2 | $4.96M | Buy |
30,033
+29,653
| +7,803% | +$4.89M | 2.89% | 15 |
|
|
2022
Q1 | $81K | Hold |
380
| – | – | 0.04% | 87 |
|
|
2021
Q4 | $97K | Hold |
380
| – | – | 0.04% | 82 |
|
|
2021
Q3 | $103K | Hold |
380
| – | – | 0.05% | 82 |
|
|
2021
Q2 | $93K | Hold |
380
| – | – | 0.04% | 85 |
|
|
2021
Q1 | $81K | Buy |
380
+342
| +900% | +$72.9K | 0.04% | 88 |
|
|
2020
Q4 | $8K | Buy |
+38
| New | +$8K | ﹤0.01% | 92 |
|