Girard Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $9.67M | Buy |
37,597
+710
| +2% | +$183K | 0.91% | 25 |
|
|
2024
Q1 | $11.1M | Buy |
36,887
+4,848
| +15% | +$1.46M | 1.05% | 20 |
|
|
2023
Q4 | $8.43M | Buy |
32,039
+3,368
| +12% | +$886K | 0.86% | 29 |
|
|
2023
Q3 | $5.81M | Sell |
28,671
-3,371
| -11% | -$684K | 0.66% | 34 |
|
|
2023
Q2 | $6.77M | Buy |
32,042
+14,470
| +82% | +$3.06M | 0.72% | 33 |
|
|
2023
Q1 | $3.51M | Sell |
17,572
-1,749
| -9% | -$349K | 0.39% | 60 |
|
|
2022
Q4 | $2.56M | Sell |
19,321
-701
| -4% | -$92.9K | 0.29% | 86 |
|
|
2022
Q3 | $2.88M | Sell |
20,022
-265
| -1% | -$38.1K | 0.38% | 68 |
|
|
2022
Q2 | $3.35M | Sell |
20,287
-914
| -4% | -$151K | 0.43% | 67 |
|
|
2022
Q1 | $4.5M | Buy |
21,201
+41
| +0.2% | +$8.7K | 0.49% | 58 |
|
|
2021
Q4 | $5.38M | Buy |
21,160
+306
| +1% | +$77.8K | 0.58% | 51 |
|
|
2021
Q3 | $5.66M | Buy |
20,854
+131
| +0.6% | +$35.5K | 0.71% | 38 |
|
|
2021
Q2 | $5.06M | Buy |
20,723
+2,318
| +13% | +$566K | 0.65% | 46 |
|
|
2021
Q1 | $3.9M | Buy |
18,405
+2,431
| +15% | +$515K | 0.56% | 56 |
|
|
2020
Q4 | $3.55M | Buy |
15,974
+1,082
| +7% | +$241K | 0.55% | 55 |
|
|
2020
Q3 | $3.74M | Buy |
14,892
+1,627
| +12% | +$409K | 0.63% | 51 |
|
|
2020
Q2 | $2.48M | Buy |
13,265
+697
| +6% | +$131K | 0.45% | 62 |
|
|
2020
Q1 | $1.81M | Buy |
12,568
+3,927
| +45% | +$566K | 0.36% | 76 |
|
|
2019
Q4 | $1.44M | Buy |
+8,641
| New | +$1.44M | 0.24% | 103 |
|
|
2018
Q4 | – | Sell |
-624
| Closed | -$99K | – | 358 |
|
|
2018
Q3 | $99K | Buy |
+624
| New | +$99K | 0.02% | 321 |
|