SCM
Schnieders Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
1,854
+1,007
| +119% | +$275K | 0.09% | 135 |
|
|
2025
Q1 | $227K | Buy |
847
+100
| +13% | +$26.8K | 0.05% | 186 |
|
|
2024
Q4 | $250K | Hold |
747
| – | – | 0.05% | 180 |
|
|
2024
Q3 | $204K | Sell |
747
-541
| -42% | -$148K | 0.04% | 205 |
|
|
2024
Q2 | $331K | Sell |
1,288
-150
| -10% | -$38.6K | 0.07% | 154 |
|
|
2024
Q1 | $433K | Buy |
1,438
+203
| +16% | +$61.1K | 0.09% | 131 |
|
|
2023
Q4 | $325K | Buy |
+1,235
| New | +$325K | 0.07% | 157 |
|