SAM
Secure Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
9,692
+448
| +5% | +$122K | 0.49% | 51 |
|
|
2025
Q1 | $2.48M | Buy |
9,244
+1,893
| +26% | +$508K | 0.5% | 53 |
|
|
2024
Q4 | $2.46M | Buy |
7,351
+380
| +5% | +$127K | 0.37% | 61 |
|
|
2024
Q3 | $1.91M | Buy |
6,971
+1,711
| +33% | +$468K | 0.32% | 69 |
|
|
2024
Q2 | $1.35M | Buy |
5,260
+1,100
| +26% | +$283K | 0.26% | 99 |
|
|
2024
Q1 | $1.25M | Sell |
4,160
-1,334
| -24% | -$402K | 0.29% | 96 |
|
|
2023
Q4 | $1.45M | Sell |
5,494
-60
| -1% | -$15.8K | 0.39% | 58 |
|
|
2023
Q3 | $1.13M | Buy |
5,554
+142
| +3% | +$28.8K | 0.34% | 77 |
|
|
2023
Q2 | $1.14M | Buy |
5,412
+73
| +1% | +$15.4K | 0.35% | 70 |
|
|
2023
Q1 | $1.07M | Sell |
5,339
-1,706
| -24% | -$341K | 0.36% | 71 |
|
|
2022
Q4 | $934K | Buy |
7,045
+4,456
| +172% | +$591K | 0.34% | 75 |
|
|
2022
Q3 | $372K | Buy |
2,589
+153
| +6% | +$22K | 0.21% | 95 |
|
|
2022
Q2 | $402K | Buy |
2,436
+405
| +20% | +$66.8K | 0.22% | 89 |
|
|
2022
Q1 | $431K | Buy |
2,031
+747
| +58% | +$159K | 0.19% | 101 |
|
|
2021
Q4 | $326K | Sell |
1,284
-259
| -17% | -$65.8K | 0.13% | 136 |
|
|
2021
Q3 | $418K | Sell |
1,543
-15
| -1% | -$4.06K | 0.21% | 85 |
|
|
2021
Q2 | $381K | Buy |
1,558
+564
| +57% | +$138K | 0.19% | 104 |
|
|
2021
Q1 | $211K | Buy |
+994
| New | +$211K | 0.12% | 169 |
|