Barometer Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-32,380
| Closed | -$6.84M | – | 112 |
|
|
2023
Q2 | $6.84M | Buy |
32,380
+16,018
| +98% | +$3.38M | 1.83% | 20 |
|
|
2023
Q1 | $3.27M | Buy |
+16,362
| New | +$3.27M | 0.84% | 40 |
|
|
2021
Q4 | – | Sell |
-2,200
| Closed | -$597K | – | 128 |
|
|
2021
Q3 | $597K | Buy |
+2,200
| New | +$597K | 0.12% | 106 |
|
|
2020
Q3 | – | Sell |
-38,200
| Closed | -$7.16M | – | 134 |
|
|
2020
Q2 | $7.16M | Buy |
+38,200
| New | +$7.16M | 1.34% | 23 |
|
|
2019
Q2 | – | Sell |
-26,400
| Closed | -$4.18M | – | 140 |
|
|
2019
Q1 | $4.18M | Sell |
26,400
-1,085
| -4% | -$172K | 0.48% | 73 |
|
|
2018
Q4 | $3.77M | Sell |
27,485
-17,895
| -39% | -$2.45M | 0.77% | 48 |
|
|
2018
Q3 | $7.22M | Sell |
45,380
-2,300
| -5% | -$366K | 0.56% | 63 |
|
|
2018
Q2 | $6.5M | Sell |
47,680
-820
| -2% | -$112K | 0.54% | 68 |
|
|
2018
Q1 | $5.64M | Buy |
48,500
+29,900
| +161% | +$3.48M | 0.48% | 72 |
|
|
2017
Q4 | $1.9M | Sell |
18,600
-35,900
| -66% | -$3.67M | 0.17% | 118 |
|
|
2017
Q3 | $5.09M | Buy |
+54,500
| New | +$5.09M | 0.49% | 62 |
|
|
2016
Q1 | – | Sell |
-19,100
| Closed | -$1.5M | – | 160 |
|
|
2015
Q4 | $1.5M | Buy |
+19,100
| New | +$1.5M | 0.14% | 79 |
|
|
2014
Q2 | – | Sell |
-9,400
| Closed | -$536K | – | 104 |
|
|
2014
Q1 | $536K | Buy |
+9,400
| New | +$536K | 0.12% | 85 |
|