HWAM
Hennion & Walsh Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Sell |
15,854
-2,456
| -13% | -$670K | 0.17% | 139 |
|
|
2025
Q1 | $4.91M | Buy |
18,310
+1,833
| +11% | +$492K | 0.22% | 101 |
|
|
2024
Q4 | $5.51M | Buy |
16,477
+769
| +5% | +$257K | 0.25% | 87 |
|
|
2024
Q3 | $4.3M | Buy |
15,708
+4,967
| +46% | +$1.36M | 0.2% | 122 |
|
|
2024
Q2 | $2.76M | Buy |
10,741
+3,809
| +55% | +$979K | 0.14% | 189 |
|
|
2024
Q1 | $2.09M | Buy |
6,932
+2,599
| +60% | +$783K | 0.11% | 250 |
|
|
2023
Q4 | $1.14M | Buy |
4,333
+1,561
| +56% | +$411K | 0.07% | 374 |
|
|
2023
Q3 | $562K | Buy |
2,772
+516
| +23% | +$105K | 0.04% | 486 |
|
|
2023
Q2 | $477K | Buy |
+2,256
| New | +$477K | 0.03% | 519 |
|
|
2022
Q3 | – | Sell |
-5,732
| Closed | -$946K | – | 774 |
|
|
2022
Q2 | $946K | Sell |
5,732
-158
| -3% | -$26.1K | 0.06% | 323 |
|
|
2022
Q1 | $1.25M | Sell |
5,890
-4,755
| -45% | -$1.01M | 0.07% | 292 |
|
|
2021
Q4 | $2.71M | Sell |
10,645
-140
| -1% | -$35.6K | 0.13% | 197 |
|
|
2021
Q3 | $2.93M | Sell |
10,785
-3,434
| -24% | -$931K | 0.15% | 193 |
|
|
2021
Q2 | $3.47M | Sell |
14,219
-195
| -1% | -$47.6K | 0.19% | 149 |
|
|
2021
Q1 | $3.05M | Buy |
+14,414
| New | +$3.05M | 0.18% | 152 |
|