SAM
Summit Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
887
+81
| +10% | +$22.1K | 0.04% | 148 |
|
|
2025
Q1 | $216K | Buy |
806
+20
| +3% | +$5.37K | 0.04% | 154 |
|
|
2024
Q4 | $263K | Sell |
786
-20
| -2% | -$6.69K | 0.05% | 141 |
|
|
2024
Q3 | $221K | Buy |
+806
| New | +$221K | 0.04% | 157 |
|
|
2024
Q2 | – | Sell |
-729
| Closed | -$220K | – | 157 |
|
|
2024
Q1 | $220K | Buy |
+729
| New | +$220K | 0.05% | 149 |
|