T
Tidemark’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.6K | Buy |
204
+22
| +12% | +$6K | 0.02% | 228 |
|
|
2025
Q1 | $48.8K | Sell |
182
-18
| -9% | -$4.83K | 0.02% | 246 |
|
|
2024
Q4 | $66.9K | Buy |
200
+18
| +10% | +$6.02K | 0.03% | 205 |
|
|
2024
Q3 | $49.8K | Hold |
182
| – | – | 0.02% | 235 |
|
|
2024
Q2 | $46.8K | Sell |
182
-21
| -10% | -$5.4K | 0.02% | 225 |
|
|
2024
Q1 | $61.1K | Sell |
203
-56
| -22% | -$16.9K | 0.03% | 213 |
|
|
2023
Q4 | $68.2K | Buy |
+259
| New | +$68.2K | 0.04% | 192 |
|