TAM
Taurus Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $25.3M | Sell |
94,308
-779
| -0.8% | -$209K | 2.57% | 15 |
|
|
2024
Q4 | $31.8M | Sell |
95,087
-901
| -0.9% | -$301K | 3.09% | 9 |
|
|
2024
Q3 | $26.3M | Sell |
95,988
-2,800
| -3% | -$766K | 2.56% | 13 |
|
|
2024
Q2 | $25.4M | Buy |
98,788
+43,858
| +80% | +$11.3M | 2.57% | 11 |
|
|
2024
Q1 | $16.5M | Buy |
+54,930
| New | +$16.5M | 1.68% | 29 |
|
|
2022
Q1 | – | Sell |
-923
| Closed | -$235K | – | 90 |
|
|
2021
Q4 | $235K | Hold |
923
| – | – | 0.02% | 88 |
|
|
2021
Q3 | $250K | Hold |
923
| – | – | 0.03% | 91 |
|
|
2021
Q2 | $225K | Buy |
+923
| New | +$225K | 0.02% | 95 |
|
|
2021
Q1 | – | Sell |
-898
| Closed | -$200K | – | 83 |
|
|
2020
Q4 | $200K | Hold |
898
| – | – | 0.02% | 82 |
|
|
2020
Q3 | $226K | Buy |
+898
| New | +$226K | 0.03% | 83 |
|