TAM
Tealwood Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
6,224
-195
| -3% | -$53.2K | 0.76% | 61 |
|
|
2025
Q1 | $1.72M | Sell |
6,419
-186
| -3% | -$49.9K | 0.8% | 53 |
|
|
2024
Q4 | $2.21M | Sell |
6,605
-71
| -1% | -$23.7K | 0.91% | 42 |
|
|
2024
Q3 | $1.83M | Buy |
+6,676
| New | +$1.83M | 0.8% | 49 |
|
|
2024
Q2 | – | Sell |
-5,343
| Closed | -$1.61M | – | 94 |
|
|
2024
Q1 | $1.61M | Buy |
+5,343
| New | +$1.61M | 0.72% | 63 |
|