ML
McAdam LLC’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
1,466
+718
| +96% | +$196K | 0.02% | 237 |
|
|
2025
Q1 | $201K | Sell |
748
-173
| -19% | -$46.4K | 0.01% | 328 |
|
|
2024
Q4 | $308K | Buy |
921
+137
| +17% | +$45.8K | 0.02% | 274 |
|
|
2024
Q3 | $215K | Sell |
784
-8
| -1% | -$2.19K | 0.01% | 305 |
|
|
2024
Q2 | $204K | Buy |
792
+45
| +6% | +$11.6K | 0.01% | 302 |
|
|
2024
Q1 | $225K | Buy |
+747
| New | +$225K | 0.01% | 273 |
|