CCM
Conway Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,675
| Closed | -$241K | – | 47 |
|
|
2022
Q3 | $241K | Hold |
1,675
| – | – | 0.22% | 42 |
|
|
2022
Q2 | $276K | Sell |
1,675
-685
| -29% | -$113K | 0.25% | 39 |
|
|
2022
Q1 | $501K | Sell |
2,360
-200
| -8% | -$42.5K | 0.32% | 35 |
|
|
2021
Q4 | $651K | Sell |
2,560
-150
| -6% | -$38.1K | 0.38% | 32 |
|
|
2021
Q3 | $735K | Hold |
2,710
| – | – | 0.5% | 35 |
|
|
2021
Q2 | $662K | Buy |
2,710
+55
| +2% | +$13.4K | 0.45% | 38 |
|
|
2021
Q1 | $563K | Buy |
2,655
+100
| +4% | +$21.2K | 0.42% | 45 |
|
|
2020
Q4 | $569K | Buy |
+2,555
| New | +$569K | 0.42% | 46 |
|