SAM
Smithbridge Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Sell |
19,467
-681
| -3% | -$186K | 0.93% | 46 |
|
|
2025
Q1 | $5.41M | Buy |
+20,148
| New | +$5.41M | 1% | 38 |
|
|
2024
Q3 | $5.6M | Buy |
20,455
+8,609
| +73% | +$2.36M | 0.96% | 37 |
|
|
2024
Q2 | $3.05M | Sell |
11,846
-2,116
| -15% | -$544K | 0.63% | 53 |
|
|
2024
Q1 | $4.21M | Sell |
13,962
-97
| -0.7% | -$29.2K | 0.87% | 44 |
|
|
2023
Q4 | $3.7M | Sell |
14,059
-981
| -7% | -$258K | 0.84% | 44 |
|
|
2023
Q3 | $3.05M | Buy |
15,040
+168
| +1% | +$34.1K | 0.76% | 49 |
|
|
2023
Q2 | $3.14M | Buy |
+14,872
| New | +$3.14M | 0.74% | 50 |
|
|
2022
Q2 | – | Sell |
-1,219
| Closed | -$259K | – | 101 |
|
|
2022
Q1 | $259K | Buy |
+1,219
| New | +$259K | 0.09% | 93 |
|