Karp Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,599
| Closed | -$518K | – | 15 |
|
|
2022
Q3 | $518K | Sell |
3,599
-16,952
| -82% | -$2.44M | 0.11% | 91 |
|
|
2022
Q2 | $3.39M | Sell |
20,551
-4,708
| -19% | -$777K | 0.6% | 63 |
|
|
2022
Q1 | $5.36M | Sell |
25,259
-9,135
| -27% | -$1.94M | 0.78% | 47 |
|
|
2021
Q4 | $8.74M | Buy |
34,394
+4,357
| +15% | +$1.11M | 1.1% | 32 |
|
|
2021
Q3 | $8.15M | Buy |
30,037
+2,580
| +9% | +$700K | 1.15% | 29 |
|
|
2021
Q2 | $6.71M | Buy |
27,457
+4,321
| +19% | +$1.06M | 0.99% | 38 |
|
|
2021
Q1 | $4.9M | Buy |
23,136
+2,821
| +14% | +$598K | 0.89% | 44 |
|
|
2020
Q4 | $4.52M | Sell |
20,315
-480
| -2% | -$107K | 0.93% | 42 |
|
|
2020
Q3 | $5.23M | Sell |
20,795
-1,683
| -7% | -$423K | 1.28% | 31 |
|
|
2020
Q2 | $4.21M | Buy |
22,478
+798
| +4% | +$149K | 1.17% | 35 |
|
|
2020
Q1 | $3.12M | Buy |
21,680
+1,890
| +10% | +$272K | 1.02% | 38 |
|
|
2019
Q4 | $3.22M | Buy |
19,790
+785
| +4% | +$128K | 0.85% | 48 |
|
|
2019
Q3 | $2.82M | Buy |
19,005
+735
| +4% | +$109K | 0.82% | 47 |
|
|
2019
Q2 | $2.77M | Buy |
18,270
+155
| +0.9% | +$23.5K | 0.88% | 49 |
|
|
2019
Q1 | $2.87M | Buy |
18,115
+210
| +1% | +$33.3K | 1.02% | 41 |
|
|
2018
Q4 | $2.45M | Buy |
17,905
+340
| +2% | +$46.6K | 1.17% | 34 |
|
|
2018
Q3 | $2.79M | Buy |
17,565
+800
| +5% | +$127K | 0.96% | 45 |
|
|
2018
Q2 | $2.29M | Buy |
16,765
+915
| +6% | +$125K | 0.9% | 45 |
|
|
2018
Q1 | $1.84M | Buy |
15,850
+3,595
| +29% | +$418K | 0.74% | 52 |
|
|
2017
Q4 | $1.25M | Buy |
12,255
+2,205
| +22% | +$225K | 0.53% | 59 |
|
|
2017
Q3 | $939K | Buy |
10,050
+140
| +1% | +$13.1K | 0.44% | 67 |
|
|
2017
Q2 | $858K | Buy |
9,910
+600
| +6% | +$51.9K | 0.42% | 66 |
|
|
2017
Q1 | $768K | Sell |
9,310
-720
| -7% | -$59.4K | 0.43% | 60 |
|
|
2016
Q4 | $687K | Sell |
10,030
-4,785
| -32% | -$328K | 0.45% | 55 |
|
|
2016
Q3 | $1.06M | Buy |
+14,815
| New | +$1.06M | 0.68% | 55 |
|