SAM
Stansberry Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
3,832
-13,849
| -78% | -$3.78M | 0.11% | 98 |
|
|
2025
Q1 | $4.74M | Buy |
17,681
+13,176
| +292% | +$3.54M | 0.57% | 58 |
|
|
2024
Q4 | $1.51M | Sell |
4,505
-276
| -6% | -$92.3K | 0.2% | 82 |
|
|
2024
Q3 | $1.31M | Sell |
4,781
-366
| -7% | -$100K | 0.16% | 92 |
|
|
2024
Q2 | $1.32M | Sell |
5,147
-9,770
| -65% | -$2.51M | 0.17% | 92 |
|
|
2024
Q1 | $4.49M | Buy |
14,917
+1,072
| +8% | +$323K | 0.61% | 59 |
|
|
2023
Q4 | $3.64M | Sell |
13,845
-2,611
| -16% | -$687K | 0.61% | 56 |
|
|
2023
Q3 | $3.34M | Buy |
16,456
+2,558
| +18% | +$519K | 0.58% | 58 |
|
|
2023
Q2 | $2.94M | Buy |
13,898
+6,408
| +86% | +$1.35M | 0.54% | 61 |
|
|
2023
Q1 | $1.5M | Sell |
7,490
-451
| -6% | -$90.1K | 0.29% | 71 |
|
|
2022
Q4 | $1.05M | Buy |
7,941
+742
| +10% | +$98.4K | 0.22% | 77 |
|
|
2022
Q3 | $1.04M | Sell |
7,199
-183
| -2% | -$26.3K | 0.22% | 67 |
|
|
2022
Q2 | $1.22M | Sell |
7,382
-139
| -2% | -$22.9K | 0.26% | 61 |
|
|
2022
Q1 | $1.6M | Buy |
7,521
+445
| +6% | +$94.5K | 0.26% | 57 |
|
|
2021
Q4 | $1.8M | Buy |
7,076
+4,216
| +147% | +$1.07M | 0.29% | 49 |
|
|
2021
Q3 | $776K | Buy |
+2,860
| New | +$776K | 0.16% | 52 |
|