F.L. Putnam Investment Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$22.3M Sell
81,867
-13,863
-14% -$3.78M 0.38% 53
2025
Q1
$25.7M Buy
95,730
+15,749
+20% +$4.23M 0.48% 47
2024
Q4
$26.7M Sell
79,981
-10,506
-12% -$3.51M 0.49% 46
2024
Q3
$21.4M Buy
90,487
+4,147
+5% +$981K 0.38% 54
2024
Q2
$22.2M Buy
86,340
+19,182
+29% +$4.93M 0.42% 55
2024
Q1
$20.2M Buy
67,158
+342
+0.5% +$103K 0.43% 53
2023
Q4
$17.6M Buy
66,816
+7,414
+12% +$1.95M 0.41% 56
2023
Q3
$12M Buy
59,402
+1,807
+3% +$366K 0.33% 69
2023
Q2
$12.2M Buy
57,595
+5,604
+11% +$1.18M 0.33% 68
2023
Q1
$10.4M Buy
51,991
+15,059
+41% +$3.01M 0.34% 69
2022
Q4
$4.9M Buy
36,932
+8,936
+32% +$1.18M 0.18% 112
2022
Q3
$4.03M Sell
27,996
-311
-1% -$44.7K 0.16% 119
2022
Q2
$4.67M Sell
28,307
-215
-0.8% -$35.5K 0.17% 120
2022
Q1
$6.06M Buy
28,522
+600
+2% +$127K 0.19% 105
2021
Q4
$7.1M Buy
27,922
+395
+1% +$100K 0.22% 91
2021
Q3
$7.47M Buy
27,527
+1,654
+6% +$449K 0.25% 79
2021
Q2
$6.32M Sell
25,873
-1,974
-7% -$482K 0.22% 92
2021
Q1
$5.9M Sell
27,847
-7,800
-22% -$1.65M 0.26% 79
2020
Q4
$7.93M Buy
35,647
+590
+2% +$131K 0.37% 69
2020
Q3
$8.81M Sell
35,057
-1,315
-4% -$331K 0.48% 55
2020
Q2
$6.81M Buy
36,372
+19,315
+113% +$3.62M 0.41% 61
2020
Q1
$2.46M Buy
17,057
+116
+0.7% +$16.7K 0.19% 101
2019
Q4
$2.76M Buy
16,941
+1,059
+7% +$172K 0.17% 111
2019
Q3
$2.36M Sell
15,882
-4,531
-22% -$672K 0.17% 109
2019
Q2
$3.1M Sell
20,413
-1,015
-5% -$154K 0.25% 93
2019
Q1
$3.39M Buy
21,428
+36
+0.2% +$5.7K 0.29% 88
2018
Q4
$2.93M Buy
21,392
+97
+0.5% +$13.3K 0.32% 85
2018
Q3
$3.39M Buy
21,295
+7,251
+52% +$1.15M 0.31% 87
2018
Q2
$1.92M Buy
14,044
+10,025
+249% +$1.37M 0.19% 113
2018
Q1
$467K Buy
+4,019
New +$467K 0.04% 181