Pallas Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
41,159
+1,874
| +5% | +$511K | 0.43% | 47 |
|
|
2025
Q1 | $10.5M | Buy |
39,285
+3,497
| +10% | +$938K | 0.44% | 43 |
|
|
2024
Q4 | $12M | Sell |
35,788
-870
| -2% | -$291K | 0.51% | 37 |
|
|
2024
Q3 | $10.5M | Sell |
36,658
-375
| -1% | -$108K | 0.45% | 42 |
|
|
2024
Q2 | $9.16M | Buy |
37,033
+214
| +0.6% | +$52.9K | 0.41% | 43 |
|
|
2024
Q1 | $11.1M | Buy |
36,819
+877
| +2% | +$264K | 0.46% | 34 |
|
|
2023
Q4 | $9.46M | Sell |
35,942
-288
| -0.8% | -$75.8K | 0.5% | 35 |
|
|
2023
Q3 | $7.22M | Buy |
36,230
+9,393
| +35% | +$1.87M | 0.44% | 44 |
|
|
2023
Q2 | $6.12M | Buy |
26,837
+4,603
| +21% | +$1.05M | 0.28% | 52 |
|
|
2023
Q1 | $4.33M | Buy |
22,234
+4,578
| +26% | +$892K | 0.41% | 72 |
|
|
2022
Q4 | $2.67M | Sell |
17,656
-7,111
| -29% | -$1.08M | 0.27% | 83 |
|
|
2022
Q3 | $3.62M | Buy |
24,767
+1,199
| +5% | +$175K | 0.4% | 72 |
|
|
2022
Q2 | $4.3M | Buy |
23,568
+2,115
| +10% | +$386K | 0.59% | 50 |
|
|
2022
Q1 | $4.06M | Buy |
21,453
+639
| +3% | +$121K | 0.52% | 54 |
|
|
2021
Q4 | $4.55M | Buy |
20,814
+195
| +0.9% | +$42.6K | 0.55% | 47 |
|
|
2021
Q3 | $6.25M | Buy |
20,619
+4,547
| +28% | +$1.38M | 0.69% | 34 |
|
|
2021
Q2 | $3.92M | Buy |
16,072
+3,810
| +31% | +$930K | 0.55% | 48 |
|
|
2021
Q1 | $2.62M | Buy |
+12,262
| New | +$2.62M | 0.58% | 44 |
|