SAM
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Silphium Asset Management’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.27M Sell
12,007
-1,188
-9% -$324K 1.17% 28
2025
Q1
$3.54M Buy
13,195
+5,695
+76% +$1.53M 2.85% 17
2024
Q4
$2.51M Buy
+7,500
New +$2.51M 0.83% 35