FPCP
Fort Point Capital Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
12,861
+11,198
| +673% | +$3.06M | 0.25% | 54 |
|
|
2025
Q1 | $446K | Sell |
1,663
-456
| -22% | -$122K | 0.05% | 213 |
|
|
2024
Q4 | $708K | Sell |
2,119
-39
| -2% | -$13K | 0.08% | 155 |
|
|
2024
Q3 | $591K | Buy |
2,158
+21
| +1% | +$5.75K | 0.07% | 160 |
|
|
2024
Q2 | $549K | Sell |
2,137
-962
| -31% | -$247K | 0.07% | 181 |
|
|
2024
Q1 | $933K | Buy |
3,099
+81
| +3% | +$24.4K | 0.12% | 124 |
|
|
2023
Q4 | $794K | Sell |
3,018
-280
| -8% | -$73.7K | 0.11% | 118 |
|
|
2023
Q3 | $669K | Buy |
3,298
+49
| +2% | +$9.94K | 0.1% | 111 |
|
|
2023
Q2 | $686K | Buy |
3,249
+171
| +6% | +$36.1K | 0.1% | 115 |
|
|
2023
Q1 | $615K | Sell |
3,078
-261
| -8% | -$52.1K | 0.09% | 136 |
|
|
2022
Q4 | $443K | Sell |
3,339
-31
| -0.9% | -$4.11K | 0.07% | 155 |
|
|
2022
Q3 | $485K | Sell |
3,370
-128
| -4% | -$18.4K | 0.08% | 147 |
|
|
2022
Q2 | $577K | Sell |
3,498
-1,015
| -22% | -$167K | 0.09% | 139 |
|
|
2022
Q1 | $958K | Buy |
4,513
+49
| +1% | +$10.4K | 0.13% | 102 |
|
|
2021
Q4 | $1.13M | Buy |
4,464
+163
| +4% | +$41.4K | 0.15% | 91 |
|
|
2021
Q3 | $1.17M | Buy |
4,301
+627
| +17% | +$170K | 0.18% | 74 |
|
|
2021
Q2 | $897K | Buy |
3,674
+22
| +0.6% | +$5.37K | 0.16% | 69 |
|
|
2021
Q1 | $774K | Sell |
3,652
-350
| -9% | -$74.2K | 0.17% | 67 |
|
|
2020
Q4 | $891K | Buy |
4,002
+291
| +8% | +$64.8K | 0.2% | 60 |
|
|
2020
Q3 | $933K | Sell |
3,711
-41
| -1% | -$10.3K | 0.24% | 57 |
|
|
2020
Q2 | $703K | Sell |
3,752
-31,025
| -89% | -$5.81M | 0.22% | 52 |
|
|
2020
Q1 | $5.01M | Sell |
34,777
-7,978
| -19% | -$1.15M | 2.15% | 9 |
|
|
2019
Q4 | $6.95M | Sell |
42,755
-45,157
| -51% | -$7.34M | 2.5% | 8 |
|
|
2019
Q3 | $13.1M | Sell |
87,912
-485
| -0.5% | -$72K | 4.91% | 3 |
|
|
2019
Q2 | $13.4M | Buy |
88,397
+90
| +0.1% | +$13.7K | 5.3% | 3 |
|
|
2019
Q1 | $14M | Sell |
88,307
-4,607
| -5% | -$730K | 6.11% | 3 |
|
|
2018
Q4 | $12.7M | Hold |
92,914
| – | – | 5.13% | 3 |
|
|
2018
Q3 | $14.8M | Sell |
92,914
-6,878
| -7% | -$1.09M | 4.46% | 4 |
|
|
2018
Q2 | $13.6M | Buy |
99,792
+25
| +0% | +$3.41K | 4.57% | 3 |
|
|
2018
Q1 | $11.6M | Sell |
99,767
-1,199
| -1% | -$139K | 4.25% | 4 |
|
|
2017
Q4 | $10.3M | Buy |
100,966
+1,191
| +1% | +$122K | 4.81% | 5 |
|
|
2017
Q3 | $9.32M | Hold |
99,775
| – | – | 4.46% | 5 |
|
|
2017
Q2 | $8.64M | Sell |
99,775
-3,400
| -3% | -$294K | 4.81% | 4 |
|
|
2017
Q1 | $8.51M | Buy |
103,175
+12,403
| +14% | +$1.02M | 4.39% | 5 |
|
|
2016
Q4 | $6.91M | Sell |
90,772
-38,448
| -30% | -$2.93M | 3.78% | 7 |
|
|
2016
Q3 | $9.22M | Buy |
129,220
+25,000
| +24% | +$1.78M | 4.17% | 6 |
|
|
2016
Q2 | $8.28M | Buy |
104,220
+180
| +0.2% | +$14.3K | 4.01% | 5 |
|
|
2016
Q1 | $7.68M | Buy |
104,040
+40
| +0% | +$2.95K | 3.9% | 5 |
|
|
2015
Q4 | $8.15M | Sell |
104,000
-200
| -0.2% | -$15.7K | 4.15% | 5 |
|
|
2015
Q3 | $7.24M | Hold |
104,200
| – | – | 4.44% | 5 |
|
|
2015
Q2 | $7.26M | Hold |
104,200
| – | – | 4.55% | 5 |
|
|
2015
Q1 | $6.96M | Buy |
104,200
+4,000
| +4% | +$267K | 4.58% | 4 |
|
|
2014
Q4 | $5.94M | Buy |
100,200
+200
| +0.2% | +$11.9K | 4.42% | 4 |
|
|
2014
Q3 | $5.75M | Hold |
100,000
| – | – | 4.32% | 5 |
|
|
2014
Q2 | $5.81M | Buy |
+100,000
| New | +$5.81M | 5.14% | 5 |
|