Smith Group Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Hold |
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|
2025
Q1 | $443K | Buy |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $393K | Sell |
|
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|
2024
Q1 | $484K | Hold |
|
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|
2023
Q4 | $423K | Buy |
|
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $33.5M | Sell |
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|
2018
Q4 | $29.1M | Sell |
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|
2018
Q3 | $56.9M | Sell |
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|
2018
Q2 | $55.1M | Buy |
|