Smartleaf Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
7,668
-1,430
| -16% | -$391K | 0.18% | 111 |
|
|
2025
Q1 | $2.46M | Buy |
9,098
+352
| +4% | +$95K | 0.24% | 89 |
|
|
2024
Q4 | $2.94M | Buy |
8,746
+1,753
| +25% | +$589K | 0.3% | 65 |
|
|
2024
Q3 | $1.93M | Buy |
6,993
+1,743
| +33% | +$482K | 0.23% | 95 |
|
|
2024
Q2 | $1.33M | Buy |
5,250
+876
| +20% | +$222K | 0.22% | 105 |
|
|
2024
Q1 | $1.32M | Buy |
4,374
+1,319
| +43% | +$398K | 0.26% | 92 |
|
|
2023
Q4 | $806K | Buy |
+3,055
| New | +$806K | 0.22% | 103 |
|