FourPoints Investment Managers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-10,847
| Closed | -$774K | – | 52 |
|
|
2016
Q3 | $774K | Buy |
10,847
+2,131
| +24% | +$152K | 0.59% | 58 |
|
|
2016
Q2 | $692K | Sell |
8,716
-5,651
| -39% | -$449K | 0.48% | 61 |
|
|
2016
Q1 | $1.06M | Sell |
14,367
-2,921
| -17% | -$216K | 0.66% | 54 |
|
|
2015
Q4 | $1.36M | Sell |
17,288
-3,457
| -17% | -$271K | 0.57% | 53 |
|
|
2015
Q3 | $1.44M | Buy |
20,745
+8,936
| +76% | +$621K | 0.58% | 55 |
|
|
2015
Q2 | $823K | Sell |
11,809
-9,182
| -44% | -$640K | 0.19% | 68 |
|
|
2015
Q1 | $1.4M | Hold |
20,991
| – | – | 0.29% | 58 |
|
|
2014
Q4 | $1.25M | Sell |
20,991
-5,037
| -19% | -$299K | 0.19% | 63 |
|
|
2014
Q3 | $1.5M | Hold |
26,028
| – | – | 0.17% | 66 |
|
|
2014
Q2 | $1.51M | Hold |
26,028
| – | – | 0.14% | 71 |
|
|
2014
Q1 | $1.49M | Sell |
26,028
-12,958
| -33% | -$740K | 0.14% | 67 |
|
|
2013
Q4 | $2.15M | Sell |
38,986
-20,076
| -34% | -$1.11M | 0.2% | 59 |
|
|
2013
Q3 | $3.07M | Hold |
59,062
| – | – | 0.27% | 48 |
|
|
2013
Q2 | $2.26M | Buy |
+59,062
| New | +$2.26M | 0.23% | 51 |
|