HCM
HMI Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-513,200
| Closed | -$132M | – | 15 |
|
|
2024
Q2 | $132M | Buy |
513,200
+220,000
| +75% | +$56.6M | 5.02% | 10 |
|
|
2024
Q1 | $88.3M | Hold |
293,200
| – | – | 3.25% | 14 |
|
|
2023
Q4 | $77.2M | Buy |
+293,200
| New | +$77.2M | 3.35% | 11 |
|
|
2021
Q3 | – | Sell |
-159,916
| Closed | -$39.1M | – | 14 |
|
|
2021
Q2 | $39.1M | Sell |
159,916
-869,000
| -84% | -$212M | 1.22% | 11 |
|
|
2021
Q1 | $218M | Hold |
1,028,916
| – | – | 7.77% | 8 |
|
|
2020
Q4 | $229M | Buy |
1,028,916
+240,672
| +31% | +$53.6M | 9.21% | 7 |
|
|
2020
Q3 | $198M | Sell |
788,244
-535,000
| -40% | -$134M | 8.21% | 6 |
|
|
2020
Q2 | $248M | Sell |
1,323,244
-11,300
| -0.8% | -$2.12M | 11.82% | 1 |
|
|
2020
Q1 | $192M | Buy |
1,334,544
+31,800
| +2% | +$4.58M | 12.75% | 1 |
|
|
2019
Q4 | $212M | Buy |
1,302,744
+735
| +0.1% | +$120K | 16.9% | 1 |
|
|
2019
Q3 | $193M | Buy |
+1,302,009
| New | +$193M | 23.98% | 1 |
|