CPC
Congress Park Capital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
8,957
+834
| +10% | +$227K | 0.8% | 33 |
|
|
2025
Q1 | $2.18M | Sell |
8,123
-314
| -4% | -$84.3K | 0.83% | 32 |
|
|
2024
Q4 | $2.82M | Sell |
8,437
-290
| -3% | -$97K | 1.02% | 29 |
|
|
2024
Q3 | $2.39M | Sell |
8,727
-388
| -4% | -$106K | 0.89% | 35 |
|
|
2024
Q2 | $2.34M | Buy |
9,115
+6,080
| +200% | +$1.56M | 0.94% | 33 |
|
|
2024
Q1 | $914K | Sell |
3,035
-495
| -14% | -$149K | 0.4% | 55 |
|
|
2023
Q4 | $929K | Buy |
3,530
+450
| +15% | +$118K | 0.45% | 53 |
|
|
2023
Q3 | $625K | Sell |
3,080
-25
| -0.8% | -$5.07K | 0.33% | 65 |
|
|
2023
Q2 | $656K | Sell |
3,105
-150
| -5% | -$31.7K | 0.33% | 65 |
|
|
2023
Q1 | $650K | Sell |
3,255
-3,450
| -51% | -$689K | 0.34% | 66 |
|
|
2022
Q4 | $889K | Buy |
6,705
+428
| +7% | +$56.7K | 0.52% | 47 |
|
|
2022
Q3 | $903K | Buy |
6,277
+1,027
| +20% | +$148K | 0.52% | 44 |
|
|
2022
Q2 | $866K | Buy |
5,250
+475
| +10% | +$78.4K | 0.53% | 46 |
|
|
2022
Q1 | $1.01M | Buy |
4,775
+1,175
| +33% | +$250K | 0.51% | 51 |
|
|
2021
Q4 | $915K | Buy |
3,600
+100
| +3% | +$25.4K | 0.45% | 53 |
|
|
2021
Q3 | $949K | Hold |
3,500
| – | – | 0.49% | 55 |
|
|
2021
Q2 | $855K | Sell |
3,500
-3,875
| -53% | -$947K | 0.43% | 56 |
|
|
2021
Q1 | $1.56M | Sell |
7,375
-835
| -10% | -$177K | 0.87% | 30 |
|
|
2020
Q4 | $1.83M | Sell |
8,210
-102
| -1% | -$22.7K | 1.08% | 23 |
|
|
2020
Q3 | $2.09M | Buy |
8,312
+1,437
| +21% | +$361K | 1.29% | 21 |
|
|
2020
Q2 | $1.29M | Sell |
6,875
-570
| -8% | -$107K | 0.99% | 29 |
|
|
2020
Q1 | $1.07M | Sell |
7,445
-1,460
| -16% | -$210K | 0.97% | 28 |
|
|
2019
Q4 | $1.45M | Hold |
8,905
| – | – | 1.07% | 26 |
|
|
2019
Q3 | $1.32M | Hold |
8,905
| – | – | 1.11% | 26 |
|
|
2019
Q2 | $1.43M | Sell |
8,905
-30
| -0.3% | -$4.8K | 1.13% | 26 |
|
|
2019
Q1 | $1.42M | Buy |
8,935
+165
| +2% | +$26.1K | 1.22% | 25 |
|
|
2018
Q4 | $1.2M | Buy |
8,770
+350
| +4% | +$47.9K | 1.32% | 25 |
|
|
2018
Q3 | $1.34M | Buy |
8,420
+75
| +0.9% | +$11.9K | 1.2% | 24 |
|
|
2018
Q2 | $1.14M | Hold |
8,345
| – | – | 1.09% | 29 |
|
|
2018
Q1 | $971K | Sell |
8,345
-125
| -1% | -$14.5K | 1% | 31 |
|
|
2017
Q4 | $866K | Buy |
+8,470
| New | +$866K | 0.87% | 37 |
|