LAM
Lewis Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
5,996
-74
| -1% | -$20.2K | 0.77% | 32 |
|
|
2025
Q1 | $1.63M | Sell |
6,070
-130
| -2% | -$34.9K | 1.35% | 16 |
|
|
2024
Q4 | $2.07M | Sell |
6,200
-443
| -7% | -$148K | 1.58% | 14 |
|
|
2024
Q3 | $1.82M | Buy |
6,643
+151
| +2% | +$41.3K | 1.33% | 16 |
|
|
2024
Q2 | $1.67M | Sell |
6,492
-57
| -0.9% | -$14.7K | 1.28% | 17 |
|
|
2024
Q1 | $1.97M | Sell |
6,549
-722
| -10% | -$217K | 1.62% | 14 |
|
|
2023
Q4 | $1.91M | Buy |
+7,271
| New | +$1.91M | 1.76% | 13 |
|