BP
Broadleaf Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-25,558
| Closed | -$5.42M | – | 74 |
|
|
2021
Q1 | $5.42M | Buy |
25,558
+1,035
| +4% | +$219K | 2.04% | 20 |
|
|
2020
Q4 | $5.46M | Buy |
24,523
+4,441
| +22% | +$988K | 2.15% | 19 |
|
|
2020
Q3 | $5.05M | Sell |
20,082
-122
| -0.6% | -$30.7K | 2.22% | 18 |
|
|
2020
Q2 | $3.79M | Buy |
20,204
+140
| +0.7% | +$26.2K | 1.85% | 20 |
|
|
2020
Q1 | $2.89M | Sell |
20,064
-173
| -0.9% | -$24.9K | 1.86% | 22 |
|
|
2019
Q4 | $3.29M | Sell |
20,237
-6,275
| -24% | -$1.02M | 1.8% | 24 |
|
|
2019
Q3 | $3.94M | Sell |
26,512
-4,944
| -16% | -$734K | 2.46% | 17 |
|
|
2019
Q2 | $4.77M | Buy |
31,456
+137
| +0.4% | +$20.8K | 3.05% | 8 |
|
|
2019
Q1 | $4.96M | Sell |
31,319
-318
| -1% | -$50.4K | 3.46% | 7 |
|
|
2018
Q4 | $4.33M | Sell |
31,637
-456
| -1% | -$62.5K | 3.46% | 6 |
|
|
2018
Q3 | $5.1M | Sell |
32,093
-531
| -2% | -$84.4K | 3.42% | 7 |
|
|
2018
Q2 | $4.45M | Buy |
+32,624
| New | +$4.45M | 3.26% | 9 |
|