Edgewood Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-8,411
| Closed | -$860K | – | 72 |
|
|
2017
Q4 | $860K | Hold |
8,411
| – | – | ﹤0.01% | 49 |
|
|
2017
Q3 | $786K | Sell |
8,411
-139
| -2% | -$13K | ﹤0.01% | 49 |
|
|
2017
Q2 | $740K | Hold |
8,550
| – | – | ﹤0.01% | 49 |
|
|
2017
Q1 | $705K | Sell |
8,550
-193
| -2% | -$15.9K | ﹤0.01% | 48 |
|
|
2016
Q4 | $599K | Sell |
8,743
-15,634
| -64% | -$1.07M | ﹤0.01% | 55 |
|
|
2016
Q3 | $1.74M | Buy |
24,377
+18,620
| +323% | +$1.33M | 0.01% | 40 |
|
|
2016
Q2 | $457K | Hold |
5,757
| – | – | ﹤0.01% | 55 |
|
|
2016
Q1 | $425K | Sell |
5,757
-166
| -3% | -$12.3K | ﹤0.01% | 57 |
|
|
2015
Q4 | $464K | Buy |
5,923
+320
| +6% | +$25.1K | ﹤0.01% | 57 |
|
|
2015
Q3 | $389K | Sell |
5,603
-62
| -1% | -$4.3K | ﹤0.01% | 60 |
|
|
2015
Q2 | $394K | Sell |
5,665
-274
| -5% | -$19.1K | ﹤0.01% | 60 |
|
|
2015
Q1 | $397K | Sell |
5,939
-392
| -6% | -$26.2K | ﹤0.01% | 61 |
|
|
2014
Q4 | $375K | Hold |
6,331
| – | – | ﹤0.01% | 63 |
|
|
2014
Q3 | $364K | Buy |
6,331
+508
| +9% | +$29.2K | ﹤0.01% | 63 |
|
|
2014
Q2 | $338K | Buy |
5,823
+1,780
| +44% | +$103K | ﹤0.01% | 66 |
|
|
2014
Q1 | $231K | Buy |
+4,043
| New | +$231K | ﹤0.01% | 77 |
|