Palisade 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
Q1 | – | Sell |
-900
| Closed | -$229K | – | 425 |
|
|
2021
Q4 | $229K | Buy |
+900
| New | +$229K | ﹤0.01% | 409 |
|
|
2021
Q2 | – | Sell |
-1,850
| Closed | -$392K | – | 405 |
|
|
2021
Q1 | $392K | Sell |
1,850
-150
| -8% | -$31.8K | 0.01% | 347 |
|
|
2020
Q4 | $445K | Buy |
+2,000
| New | +$445K | 0.01% | 336 |
|
|
2019
Q4 | – | Sell |
-1,950
| Closed | -$289K | – | 416 |
|
|
2019
Q3 | $289K | Sell |
1,950
-750
| -28% | -$111K | 0.01% | 387 |
|
|
2019
Q2 | $410K | Buy |
2,700
+1,033
| +62% | +$157K | 0.01% | 371 |
|
|
2019
Q1 | $264K | Buy |
+1,667
| New | +$264K | 0.01% | 402 |
|
|
2013
Q3 | – | Sell |
-19,069
| Closed | -$728K | – | 445 |
|
|
2013
Q2 | $728K | Buy |
+19,069
| New | +$728K | 0.02% | 366 |
|