CAM
Cypress Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,626
| Closed | -$953K | – | 121 |
|
|
2022
Q3 | $953K | Sell |
6,626
-1,646
| -20% | -$237K | 0.36% | 72 |
|
|
2022
Q2 | $1.37M | Sell |
8,272
-1,164
| -12% | -$192K | 0.49% | 62 |
|
|
2022
Q1 | $2M | Sell |
9,436
-1,350
| -13% | -$287K | 0.59% | 52 |
|
|
2021
Q4 | $2.74M | Sell |
10,786
-160
| -1% | -$40.7K | 0.65% | 49 |
|
|
2021
Q3 | $2.97M | Buy |
10,946
+22
| +0.2% | +$5.97K | 0.77% | 44 |
|
|
2021
Q2 | $2.67M | Sell |
10,924
-15
| -0.1% | -$3.66K | 0.68% | 48 |
|
|
2021
Q1 | $2.32M | Sell |
10,939
-30
| -0.3% | -$6.36K | 0.64% | 55 |
|
|
2020
Q4 | $2.44M | Buy |
10,969
+20
| +0.2% | +$4.45K | 0.68% | 49 |
|
|
2020
Q3 | $2.75M | Buy |
10,949
+119
| +1% | +$29.9K | 0.86% | 39 |
|
|
2020
Q2 | $2.03M | Sell |
10,830
-170
| -2% | -$31.8K | 0.68% | 52 |
|
|
2020
Q1 | $1.58M | Buy |
11,000
+575
| +6% | +$82.8K | 0.68% | 55 |
|
|
2019
Q4 | $1.7M | Buy |
10,425
+690
| +7% | +$112K | 0.58% | 59 |
|
|
2019
Q3 | $1.45M | Sell |
9,735
-85
| -0.9% | -$12.6K | 0.5% | 63 |
|
|
2019
Q2 | $1.49M | Buy |
9,820
+645
| +7% | +$97.9K | 0.51% | 64 |
|
|
2019
Q1 | $1.45M | Buy |
9,175
+6,150
| +203% | +$974K | 0.49% | 68 |
|
|
2018
Q4 | $414K | Buy |
+3,025
| New | +$414K | 0.15% | 115 |
|