FPA
First Pacific Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,745
| Closed | -$370K | – | 190 |
|
|
2022
Q1 | $370K | Sell |
1,745
-3,380
| -66% | -$717K | ﹤0.01% | 148 |
|
|
2021
Q4 | $1.3M | Sell |
5,125
-915
| -15% | -$232K | 0.02% | 101 |
|
|
2021
Q3 | $1.64M | Sell |
6,040
-1,475
| -20% | -$400K | 0.02% | 96 |
|
|
2021
Q2 | $1.84M | Sell |
7,515
-574
| -7% | -$140K | 0.02% | 92 |
|
|
2021
Q1 | $1.71M | Hold |
8,089
| – | – | 0.02% | 56 |
|
|
2020
Q4 | $1.8M | Sell |
8,089
-251
| -3% | -$55.9K | 0.02% | 88 |
|
|
2020
Q3 | $2.1M | Sell |
8,340
-210
| -2% | -$52.8K | 0.03% | 67 |
|
|
2020
Q2 | $1.6M | Hold |
8,550
| – | – | 0.02% | 82 |
|
|
2020
Q1 | $1.23M | Buy |
8,550
+4,200
| +97% | +$605K | 0.02% | 81 |
|
|
2019
Q4 | $707K | Buy |
4,350
+600
| +16% | +$97.5K | 0.01% | 96 |
|
|
2019
Q3 | $557K | Buy |
3,750
+350
| +10% | +$52K | 0.01% | 105 |
|
|
2019
Q2 | $516K | Hold |
3,400
| – | – | ﹤0.01% | 103 |
|
|
2019
Q1 | $538K | Hold |
3,400
| – | – | ﹤0.01% | 107 |
|
|
2018
Q4 | $466K | Buy |
3,400
+400
| +13% | +$54.8K | ﹤0.01% | 110 |
|
|
2018
Q3 | $477K | Hold |
3,000
| – | – | ﹤0.01% | 117 |
|
|
2018
Q2 | $409K | Buy |
+3,000
| New | +$409K | ﹤0.01% | 122 |
|