SAM
Steinberg Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
8,348
+505
| +6% | +$138K | 1.7% | 13 |
|
|
2025
Q1 | $2.1M | Buy |
7,843
+1,523
| +24% | +$409K | 1.71% | 12 |
|
|
2024
Q4 | $2.11M | Sell |
6,320
-139
| -2% | -$46.5K | 1.56% | 11 |
|
|
2024
Q3 | $1.77M | Sell |
6,459
-107
| -2% | -$29.3K | 1.35% | 14 |
|
|
2024
Q2 | $1.69M | Sell |
6,566
-411
| -6% | -$106K | 1.32% | 12 |
|
|
2024
Q1 | $2.1M | Sell |
6,977
-47
| -0.7% | -$14.2K | 1.78% | 11 |
|
|
2023
Q4 | $1.85M | Sell |
7,024
-472
| -6% | -$124K | 1.63% | 14 |
|
|
2023
Q3 | $1.52M | Hold |
7,496
| – | – | 1.35% | 18 |
|
|
2023
Q2 | $1.58M | Sell |
7,496
-99
| -1% | -$20.9K | 1.52% | 18 |
|
|
2023
Q1 | $1.52M | Sell |
7,595
-68
| -0.9% | -$13.6K | 1.54% | 15 |
|
|
2022
Q4 | $1.02M | Buy |
7,663
+151
| +2% | +$20K | 1.1% | 21 |
|
|
2022
Q3 | $1.08M | Buy |
+7,512
| New | +$1.08M | 1.15% | 21 |
|