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 |
|