Foundry Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-985
| Closed | -$250K | – | 341 |
|
|
2021
Q4 | $250K | Hold |
985
| – | – | 0.01% | 327 |
|
|
2021
Q3 | $267K | Sell |
985
-187
| -16% | -$50.7K | 0.01% | 339 |
|
|
2021
Q2 | $286K | Hold |
1,172
| – | – | 0.01% | 344 |
|
|
2021
Q1 | $248K | Hold |
1,172
| – | – | 0.01% | 420 |
|
|
2020
Q4 | $261K | Sell |
1,172
-52
| -4% | -$11.6K | 0.01% | 396 |
|
|
2020
Q3 | $308K | Hold |
1,224
| – | – | 0.01% | 378 |
|
|
2020
Q2 | $229K | Buy |
+1,224
| New | +$229K | 0.01% | 376 |
|
|
2016
Q1 | – | Sell |
-99,951
| Closed | -$7.84M | – | 269 |
|
|
2015
Q4 | $7.84M | Buy |
99,951
+63,338
| +173% | +$4.97M | 0.65% | 47 |
|
|
2015
Q3 | $2.54M | Buy |
36,613
+6,848
| +23% | +$475K | 0.22% | 143 |
|
|
2015
Q2 | $2.07M | Buy |
+29,765
| New | +$2.07M | 0.17% | 162 |
|
|
2014
Q2 | – | Sell |
-106,980
| Closed | -$6.11M | – | 263 |
|
|
2014
Q1 | $6.11M | Buy |
106,980
+2,325
| +2% | +$133K | 0.57% | 78 |
|
|
2013
Q4 | $5.78M | Buy |
+104,655
| New | +$5.78M | 0.52% | 77 |
|