SAMT
Select Asset Management & Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-986
| Closed | -$270K | – | 73 |
|
|
2024
Q3 | $270K | Sell |
986
-19
| -2% | -$5.2K | 0.1% | 54 |
|
|
2024
Q2 | $258K | Hold |
1,005
| – | – | 0.1% | 52 |
|
|
2024
Q1 | $303K | Hold |
1,005
| – | – | 0.13% | 51 |
|
|
2023
Q4 | $265K | Hold |
1,005
| – | – | 0.13% | 55 |
|
|
2023
Q3 | $204K | Hold |
1,005
| – | – | 0.12% | 62 |
|
|
2023
Q2 | $212K | Buy |
+1,005
| New | +$212K | 0.13% | 64 |
|