PGAM
Princeton Global Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
6,571
-33
| -0.5% | -$9K | 0.33% | 73 |
|
|
2025
Q1 | $1.77M | Buy |
6,604
+255
| +4% | +$68.4K | 0.35% | 71 |
|
|
2024
Q4 | $2.12M | Buy |
6,349
+6,093
| +2,380% | +$2.04M | 0.4% | 63 |
|
|
2024
Q3 | $70.1K | Buy |
256
+253
| +8,433% | +$69.2K | 0.01% | 273 |
|
|
2024
Q2 | $771 | Hold |
3
| – | – | ﹤0.01% | 636 |
|
|
2024
Q1 | $904 | Sell |
3
-32
| -91% | -$9.64K | ﹤0.01% | 562 |
|
|
2023
Q4 | $9.21K | Buy |
35
+14
| +67% | +$3.68K | ﹤0.01% | 447 |
|
|
2023
Q3 | $4.26K | Hold |
21
| – | – | ﹤0.01% | 480 |
|
|
2023
Q2 | $4.44K | Sell |
21
-300
| -93% | -$63.4K | ﹤0.01% | 474 |
|
|
2023
Q1 | $64.1K | Buy |
321
+315
| +5,250% | +$62.9K | 0.02% | 235 |
|
|
2022
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 523 |
|
|
2020
Q3 | – | Sell |
-419
| Closed | -$78K | – | 460 |
|
|
2020
Q2 | $78K | Hold |
419
| – | – | 0.02% | 230 |
|
|
2020
Q1 | $60K | Hold |
419
| – | – | 0.03% | 219 |
|
|
2019
Q4 | $68 | Buy |
+419
| New | +$68 | 0.03% | 216 |
|
|
2019
Q2 | – | Sell |
-20
| Closed | -$3K | – | 378 |
|
|
2019
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 321 |
|