ETCM
Evolutionary Tree Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,180
| Closed | -$323K | – | 34 |
|
|
2024
Q3 | $323K | Hold |
1,180
| – | – | 0.32% | 30 |
|
|
2024
Q2 | $303K | Hold |
1,180
| – | – | 0.31% | 34 |
|
|
2024
Q1 | $355K | Hold |
1,180
| – | – | 0.36% | 35 |
|
|
2023
Q4 | $311K | Hold |
1,180
| – | – | 0.34% | 32 |
|
|
2023
Q3 | $239K | Hold |
1,180
| – | – | 0.31% | 31 |
|
|
2023
Q2 | $249K | Hold |
1,180
| – | – | 0.3% | 35 |
|
|
2023
Q1 | $236K | Buy |
+1,180
| New | +$236K | 0.33% | 30 |
|
|
2022
Q2 | – | Sell |
-1,180
| Closed | -$251K | – | 36 |
|
|
2022
Q1 | $251K | Hold |
1,180
| – | – | 0.17% | 37 |
|
|
2021
Q4 | $300K | Hold |
1,180
| – | – | 0.14% | 40 |
|
|
2021
Q3 | $320K | Hold |
1,180
| – | – | 0.14% | 43 |
|
|
2021
Q2 | $288K | Hold |
1,180
| – | – | 0.13% | 40 |
|
|
2021
Q1 | $250K | Hold |
1,180
| – | – | 0.15% | 39 |
|
|
2020
Q4 | $263K | Buy |
+1,180
| New | +$263K | 0.2% | 40 |
|