MAM
Morse Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73K | Sell |
10
-459
| -98% | -$125K | ﹤0.01% | 321 |
|
|
2025
Q1 | $126K | Buy |
469
+431
| +1,134% | +$116K | 0.03% | 161 |
|
|
2024
Q4 | $12.7K | Buy |
+38
| New | +$12.7K | ﹤0.01% | 239 |
|
|
2024
Q2 | – | Sell |
-7,834
| Closed | -$2.36M | – | 147 |
|
|
2024
Q1 | $2.36M | Buy |
7,834
+1,435
| +22% | +$432K | 0.6% | 52 |
|
|
2023
Q4 | $1.68M | Sell |
6,399
-670
| -9% | -$176K | 0.5% | 53 |
|
|
2023
Q3 | $1.43M | Buy |
7,069
+990
| +16% | +$201K | 0.45% | 60 |
|
|
2023
Q2 | $1.28M | Buy |
6,079
+2,662
| +78% | +$562K | 0.39% | 68 |
|
|
2023
Q1 | $683K | Sell |
3,417
-1,340
| -28% | -$268K | 0.23% | 92 |
|
|
2022
Q4 | $631K | Sell |
4,757
-3,547
| -43% | -$470K | 0.23% | 95 |
|
|
2022
Q3 | $1.19M | Buy |
8,304
+5,279
| +175% | +$759K | 0.45% | 64 |
|
|
2022
Q2 | $499K | Buy |
3,025
+1,320
| +77% | +$218K | 0.16% | 111 |
|
|
2022
Q1 | $362K | Sell |
1,705
-2,170
| -56% | -$461K | 0.09% | 141 |
|
|
2021
Q4 | $985K | Sell |
3,875
-360
| -9% | -$91.5K | 0.22% | 91 |
|
|
2021
Q3 | $1.15M | Buy |
4,235
+115
| +3% | +$31.2K | 0.27% | 81 |
|
|
2021
Q2 | $1.01M | Buy |
+4,120
| New | +$1.01M | 0.24% | 87 |
|
|
2019
Q2 | – | Sell |
-13,696
| Closed | -$2.17M | – | 133 |
|
|
2019
Q1 | $2.17M | Buy |
13,696
+2,641
| +24% | +$418K | 0.65% | 49 |
|
|
2018
Q4 | $1.51M | Buy |
+11,055
| New | +$1.51M | 0.54% | 52 |
|