ACM
Azimuth Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $14.6M | Buy |
68,975
+1,673
| +2% | +$355K | 0.63% | 54 |
|
|
2021
Q4 | $17.1M | Buy |
67,302
+26,391
| +65% | +$6.71M | 0.69% | 49 |
|
|
2021
Q3 | $11.1M | Buy |
40,911
+1,300
| +3% | +$353K | 0.48% | 79 |
|
|
2021
Q2 | $9.68M | Buy |
39,611
+1,306
| +3% | +$319K | 0.42% | 88 |
|
|
2021
Q1 | $8.12M | Buy |
38,305
+70
| +0.2% | +$14.8K | 0.38% | 97 |
|
|
2020
Q4 | $8.51M | Sell |
38,235
-17,353
| -31% | -$3.86M | 0.42% | 87 |
|
|
2020
Q3 | $14M | Sell |
55,588
-42,533
| -43% | -$10.7M | 0.82% | 38 |
|
|
2020
Q2 | $18.4M | Sell |
98,121
-859
| -0.9% | -$161K | 1.17% | 12 |
|
|
2020
Q1 | $14.3M | Buy |
98,980
+31,448
| +47% | +$4.53M | 1.07% | 22 |
|
|
2019
Q4 | $11M | Buy |
67,532
+282
| +0.4% | +$45.9K | 0.67% | 54 |
|
|
2019
Q3 | $9.98M | Buy |
67,250
+2,515
| +4% | +$373K | 0.65% | 54 |
|
|
2019
Q2 | $9.82M | Sell |
64,735
-315
| -0.5% | -$47.8K | 0.65% | 52 |
|
|
2019
Q1 | $10.3M | Sell |
65,050
-27,785
| -30% | -$4.4M | 0.69% | 44 |
|
|
2018
Q4 | $12.7M | Sell |
92,835
-2,920
| -3% | -$400K | 0.97% | 30 |
|
|
2018
Q3 | $15.2M | Sell |
95,755
-110
| -0.1% | -$17.5K | 1.02% | 23 |
|
|
2018
Q2 | $13.1M | Sell |
95,865
-17,125
| -15% | -$2.34M | 0.94% | 29 |
|
|
2018
Q1 | $13.1M | Sell |
112,990
-540
| -0.5% | -$62.8K | 0.97% | 21 |
|
|
2017
Q4 | $11.6M | Sell |
113,530
-2,327
| -2% | -$238K | 0.84% | 33 |
|
|
2017
Q3 | $10.8M | Buy |
115,857
+112,297
| +3,154% | +$10.5M | 0.81% | 38 |
|
|
2017
Q2 | $308K | Hold |
3,560
| – | – | 0.02% | 257 |
|
|
2017
Q1 | $294K | Sell |
3,560
-500
| -12% | -$41.3K | 0.02% | 257 |
|
|
2016
Q4 | $278K | Sell |
4,060
-140
| -3% | -$9.59K | 0.02% | 258 |
|
|
2016
Q3 | $300K | Hold |
4,200
| – | – | 0.03% | 250 |
|
|
2016
Q2 | $334K | Hold |
4,200
| – | – | 0.03% | 238 |
|
|
2016
Q1 | $310K | Hold |
4,200
| – | – | 0.03% | 240 |
|
|
2015
Q4 | $329K | Buy |
4,200
+100
| +2% | +$7.83K | 0.03% | 240 |
|
|
2015
Q3 | $285K | Buy |
4,100
+100
| +3% | +$6.95K | 0.03% | 253 |
|
|
2015
Q2 | $279K | Hold |
4,000
| – | – | 0.03% | 265 |
|
|
2015
Q1 | $267K | Hold |
4,000
| – | – | 0.03% | 266 |
|
|
2014
Q4 | $237K | Hold |
4,000
| – | – | 0.02% | 274 |
|
|
2014
Q3 | $230K | Hold |
4,000
| – | – | 0.03% | 269 |
|
|
2014
Q2 | $232K | Hold |
4,000
| – | – | 0.03% | 268 |
|
|
2014
Q1 | $228K | Sell |
4,000
-150
| -4% | -$8.55K | 0.03% | 256 |
|
|
2013
Q4 | $229K | Hold |
4,150
| – | – | 0.03% | 251 |
|
|
2013
Q3 | $215K | Buy |
+4,150
| New | +$215K | 0.03% | 244 |
|