SAM
Strategic Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $8K | Sell |
57
-43
| -43% | -$6.04K | 0.01% | 408 |
|
|
2022
Q2 | $17K | Hold |
100
| – | – | 0.03% | 298 |
|
|
2022
Q1 | $21K | Buy |
100
+40
| +67% | +$8.4K | 0.03% | 282 |
|
|
2021
Q4 | $15K | Hold |
60
| – | – | 0.02% | 305 |
|
|
2021
Q3 | $16K | Buy |
+60
| New | +$16K | 0.02% | 278 |
|