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Maytree Asset Management’s Salesforce CRM Stock Holding History

Maytree Asset Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,900
Closed -$1.89M – 15
2024
Q3 		$1.89M Sell
6,900
-2,950
-30% -$807K 3.69% 6
2024
Q2 		$2.53M Buy
+9,850
New +$2.53M 2.66% 8