WAM
Worth Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,410
| Closed | -$2.81M | – | 143 |
|
|
2024
Q4 | $2.81M | Buy |
+8,410
| New | +$2.81M | 1.5% | 12 |
|
|
2024
Q2 | – | Sell |
-7,785
| Closed | -$2.34M | – | 140 |
|
|
2024
Q1 | $2.34M | Sell |
7,785
-178
| -2% | -$53.6K | 1.44% | 18 |
|
|
2023
Q4 | $2.1M | Buy |
+7,963
| New | +$2.1M | 1.5% | 19 |
|
|
2023
Q3 | – | Sell |
-706
| Closed | -$149K | – | 154 |
|
|
2023
Q2 | $149K | Buy |
706
+622
| +740% | +$131K | 0.11% | 107 |
|
|
2023
Q1 | $16.8K | Buy |
+84
| New | +$16.8K | 0.01% | 278 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$14K | – | 480 |
|
|
2022
Q3 | $14K | Sell |
100
-36
| -26% | -$5.04K | 0.01% | 246 |
|
|
2022
Q2 | $23K | Hold |
136
| – | – | 0.02% | 276 |
|
|
2022
Q1 | $22K | Buy |
+136
| New | +$22K | 0.01% | 292 |
|