SAM
SP Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78M | Buy |
24,875
+43
| +0.2% | +$11.7K | 0.56% | 35 |
|
|
2025
Q1 | $6.66M | Sell |
24,832
-33
| -0.1% | -$8.86K | 0.59% | 38 |
|
|
2024
Q4 | $8.31M | Sell |
24,865
-732
| -3% | -$245K | 0.7% | 31 |
|
|
2024
Q3 | $7.01M | Buy |
25,597
+40
| +0.2% | +$10.9K | 0.58% | 37 |
|
|
2024
Q2 | $6.57M | Buy |
25,557
+90
| +0.4% | +$23.1K | 0.6% | 37 |
|
|
2024
Q1 | $7.67M | Buy |
25,467
+59
| +0.2% | +$17.8K | 0.71% | 33 |
|
|
2023
Q4 | $6.69M | Buy |
25,408
+250
| +1% | +$65.8K | 0.69% | 34 |
|
|
2023
Q3 | $5.1M | Hold |
25,158
| – | – | 0.57% | 44 |
|
|
2023
Q2 | $5.31M | Sell |
25,158
-286
| -1% | -$60.4K | 0.59% | 42 |
|
|
2023
Q1 | $5.08M | Hold |
25,444
| – | – | 0.62% | 41 |
|
|
2022
Q4 | $3.37M | Sell |
25,444
-4,600
| -15% | -$610K | 0.45% | 50 |
|
|
2022
Q3 | $4.32M | Hold |
30,044
| – | – | 0.59% | 43 |
|
|
2022
Q2 | $4.96M | Sell |
30,044
-44
| -0.1% | -$7.26K | 0.63% | 42 |
|
|
2022
Q1 | $6.39M | Buy |
30,088
+25
| +0.1% | +$5.31K | 0.69% | 37 |
|
|
2021
Q4 | $6.98M | Buy |
30,063
+1,567
| +5% | +$364K | 0.7% | 36 |
|
|
2021
Q3 | $8.41M | Hold |
28,496
| – | – | 0.88% | 32 |
|
|
2021
Q2 | $6.94M | Buy |
28,496
+212
| +0.7% | +$51.6K | 0.76% | 31 |
|
|
2021
Q1 | $6.14M | Buy |
28,284
+166
| +0.6% | +$36.1K | 0.76% | 33 |
|
|
2020
Q4 | $6.72M | Buy |
28,118
+225
| +0.8% | +$53.7K | 0.93% | 28 |
|
|
2020
Q3 | $7.26M | Sell |
27,893
-7,770
| -22% | -$2.02M | 1.11% | 20 |
|
|
2020
Q2 | $6.68M | Buy |
+35,663
| New | +$6.68M | 1.4% | 18 |
|