SC
Summa Corp’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Buy |
+1,780
| New | +$485K | 0.25% | 42 |
|
|
2024
Q3 | – | Sell |
-1,075
| Closed | -$276K | – | 66 |
|
|
2024
Q2 | $276K | Hold |
1,075
| – | – | 0.13% | 54 |
|
|
2024
Q1 | $324K | Buy |
1,075
+1
| +0.1% | +$301 | 0.18% | 51 |
|
|
2023
Q4 | $283K | Buy |
+1,074
| New | +$283K | 0.2% | 53 |
|