3IP
3Chopt Investment Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Buy |
3,187
+917
| +40% | +$250K | 0.21% | 93 |
|
|
2025
Q1 | $609K | Buy |
+2,270
| New | +$609K | 0.16% | 123 |
|
|
2024
Q3 | – | Sell |
-1,765
| Closed | -$454K | – | 95 |
|
|
2024
Q2 | $454K | Buy |
+1,765
| New | +$454K | 0.14% | 125 |
|
|
2024
Q1 | – | Sell |
-791
| Closed | -$208K | – | 88 |
|
|
2023
Q4 | $208K | Buy |
+791
| New | +$208K | 0.08% | 163 |
|
|
2023
Q1 | – | Sell |
-329
| Closed | -$43.6K | – | 169 |
|
|
2022
Q4 | $43.6K | Buy |
+329
| New | +$43.6K | 0.02% | 199 |
|