TAM
Trust Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Hold |
11,033
| – | – | 0.22% | 32 |
|
|
2025
Q1 | $2.96M | Sell |
11,033
-188
| -2% | -$50.5K | 0.24% | 27 |
|
|
2024
Q4 | $3.75M | Hold |
11,221
| – | – | 0.29% | 25 |
|
|
2024
Q3 | $3.07M | Hold |
11,221
| – | – | 0.24% | 29 |
|
|
2024
Q2 | $2.88M | Hold |
11,221
| – | – | 0.24% | 30 |
|
|
2024
Q1 | $3.38M | Hold |
11,221
| – | – | 0.3% | 27 |
|
|
2023
Q4 | $2.95M | Sell |
11,221
-366
| -3% | -$96.3K | 0.29% | 27 |
|
|
2023
Q3 | $2.35M | Hold |
11,587
| – | – | 0.25% | 28 |
|
|
2023
Q2 | $2.45M | Hold |
11,587
| – | – | 0.25% | 29 |
|
|
2023
Q1 | $2.31M | Buy |
11,587
+263
| +2% | +$52.5K | 0.26% | 31 |
|
|
2022
Q4 | $1.5M | Hold |
11,324
| – | – | 0.19% | 43 |
|
|
2022
Q3 | $1.63M | Buy |
11,324
+848
| +8% | +$122K | 0.22% | 38 |
|
|
2022
Q2 | $1.73M | Buy |
10,476
+968
| +10% | +$160K | 0.24% | 38 |
|
|
2022
Q1 | $2.02M | Buy |
9,508
+653
| +7% | +$139K | 0.25% | 38 |
|
|
2021
Q4 | $2.25M | Hold |
8,855
| – | – | 0.28% | 33 |
|
|
2021
Q3 | $2.4M | Buy |
8,855
+629
| +8% | +$171K | 0.33% | 28 |
|
|
2021
Q2 | $2.01M | Buy |
8,226
+931
| +13% | +$227K | 0.27% | 32 |
|
|
2021
Q1 | $1.55M | Buy |
7,295
+1,311
| +22% | +$278K | 0.21% | 41 |
|
|
2020
Q4 | $1.33M | Buy |
5,984
+1,430
| +31% | +$318K | 0.2% | 37 |
|
|
2020
Q3 | $1.15M | Buy |
4,554
+2,046
| +82% | +$514K | 0.2% | 28 |
|
|
2020
Q2 | $470K | Buy |
+2,508
| New | +$470K | 0.09% | 43 |
|
|
2018
Q3 | – | Sell |
-600
| Closed | -$82K | – | 59 |
|
|
2018
Q2 | $82K | Buy |
+600
| New | +$82K | 0.03% | 55 |
|