Ramirez Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
5,724
-100
| -2% | -$27.3K | 0.24% | 111 |
|
|
2025
Q1 | $1.56M | Sell |
5,824
-162
| -3% | -$43.5K | 0.33% | 87 |
|
|
2024
Q4 | $2M | Hold |
5,986
| – | – | 0.4% | 73 |
|
|
2024
Q3 | $1.64M | Hold |
5,986
| – | – | 0.31% | 88 |
|
|
2024
Q2 | $1.54M | Buy |
5,986
+92
| +2% | +$23.7K | 0.31% | 94 |
|
|
2024
Q1 | $1.78M | Sell |
5,894
-342
| -5% | -$103K | 0.36% | 93 |
|
|
2023
Q4 | $1.64M | Hold |
6,236
| – | – | 0.33% | 95 |
|
|
2023
Q3 | $1.26M | Buy |
+6,236
| New | +$1.26M | 0.27% | 108 |
|