SI
Saxon Interests’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
1,181
| – | – | 0.15% | 135 |
|
|
2025
Q1 | $317K | Buy |
1,181
+470
| +66% | +$126K | 0.15% | 135 |
|
|
2024
Q4 | $238K | Buy |
+711
| New | +$238K | 0.1% | 163 |
|
|
2023
Q4 | – | Sell |
-12,052
| Closed | -$2.44M | – | 190 |
|
|
2023
Q3 | $2.44M | Buy |
+12,052
| New | +$2.44M | 1.64% | 19 |
|