SGAM
Smith Group Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Hold |
1,650
| – | – | 0.03% | 139 |
|
|
2025
Q1 | $443K | Buy |
1,650
+770
| +88% | +$207K | 0.03% | 152 |
|
|
2024
Q4 | $294K | Buy |
+880
| New | +$294K | 0.02% | 176 |
|
|
2024
Q3 | – | Sell |
-1,528
| Closed | -$393K | – | 142 |
|
|
2024
Q2 | $393K | Sell |
1,528
-80
| -5% | -$20.6K | 0.03% | 102 |
|
|
2024
Q1 | $484K | Hold |
1,608
| – | – | 0.03% | 138 |
|
|
2023
Q4 | $423K | Buy |
+1,608
| New | +$423K | 0.02% | 137 |
|
|
2019
Q2 | – | Sell |
-211,680
| Closed | -$33.5M | – | 414 |
|
|
2019
Q1 | $33.5M | Sell |
211,680
-570
| -0.3% | -$90.3K | 1.09% | 33 |
|
|
2018
Q4 | $29.1M | Sell |
212,250
-145,670
| -41% | -$20M | 1.03% | 32 |
|
|
2018
Q3 | $56.9M | Sell |
357,920
-46,020
| -11% | -$7.32M | 1.62% | 15 |
|
|
2018
Q2 | $55.1M | Buy |
+403,940
| New | +$55.1M | 1.59% | 15 |
|