SAM
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Strive Asset Management’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$531K Sell
1,947
-1,283
-40% -$350K 0.32% 42
2025
Q1
$867K Sell
3,230
-492
-13% -$132K 0.6% 40
2024
Q4
$1.24M Buy
+3,722
New +$1.24M 0.93% 24