MJP
Michael J. Puzo’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Buy |
13,446
+2,322
| +21% | +$633K | 1.04% | 30 |
|
|
2025
Q1 | $2.99M | Buy |
11,124
+5,548
| +99% | +$1.49M | 0.86% | 31 |
|
|
2024
Q4 | $1.86M | Buy |
5,576
+4,826
| +643% | +$1.61M | 0.52% | 34 |
|
|
2024
Q3 | $205K | Buy |
+750
| New | +$205K | 0.05% | 74 |
|