MAM
MWA Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Buy |
3,628
+24
| +0.7% | +$6.54K | 0.61% | 49 |
|
|
2025
Q1 | $967K | Sell |
3,604
-16
| -0.4% | -$4.29K | 0.67% | 48 |
|
|
2024
Q4 | $1.21M | Sell |
3,620
-203
| -5% | -$67.9K | 0.81% | 41 |
|
|
2024
Q3 | $1.05M | Sell |
3,823
-504
| -12% | -$138K | 0.7% | 47 |
|
|
2024
Q2 | $1.11M | Sell |
4,327
-105
| -2% | -$27K | 0.79% | 42 |
|
|
2024
Q1 | $1.33M | Buy |
4,432
+67
| +2% | +$20.2K | 0.97% | 36 |
|
|
2023
Q4 | $1.15M | Buy |
4,365
+210
| +5% | +$55.3K | 0.95% | 38 |
|
|
2023
Q3 | $843K | Buy |
+4,155
| New | +$843K | 0.81% | 41 |
|