LAM
Lummis Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36K | Hold |
16
| – | – | ﹤0.01% | 130 |
|
|
2025
Q1 | $4.29K | Buy |
16
+2
| +14% | +$537 | ﹤0.01% | 135 |
|
|
2024
Q4 | $4.68K | Sell |
14
-2
| -13% | -$669 | 0.01% | 107 |
|
|
2024
Q3 | $4.38K | Buy |
16
+2
| +14% | +$547 | 0.01% | 115 |
|
|
2024
Q2 | $3.6K | Hold |
14
| – | – | ﹤0.01% | 118 |
|
|
2024
Q1 | $4.22K | Hold |
14
| – | – | 0.01% | 119 |
|
|
2023
Q4 | $3.68K | Buy |
+14
| New | +$3.68K | ﹤0.01% | 142 |
|