PCMC
Paragon Capital Management (Colorado)’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Hold |
76,081
| – | – | 3.76% | 8 |
|
|
2025
Q1 | $20.4M | Hold |
76,081
| – | – | 4.18% | 8 |
|
|
2024
Q4 | $25.4M | Hold |
76,081
| – | – | 5.07% | 6 |
|
|
2024
Q3 | $20.8M | Hold |
76,081
| – | – | 4.08% | 8 |
|
|
2024
Q2 | $19.6M | Hold |
76,081
| – | – | 3.59% | 10 |
|
|
2024
Q1 | $22.9M | Hold |
76,081
| – | – | 4.06% | 7 |
|
|
2023
Q4 | $20M | Hold |
76,081
| – | – | 4.09% | 8 |
|
|
2023
Q3 | $15.4M | Hold |
76,081
| – | – | 3.47% | 9 |
|
|
2023
Q2 | $16.1M | Sell |
76,081
-3,536
| -4% | -$747K | 3.48% | 9 |
|
|
2023
Q1 | $15.9M | Hold |
79,617
| – | – | 3.64% | 8 |
|
|
2022
Q4 | $10.6M | Buy |
79,617
+97
| +0.1% | +$12.9K | 2.81% | 8 |
|
|
2022
Q3 | $11.4M | Hold |
79,520
| – | – | 3.27% | 9 |
|
|
2022
Q2 | $13.1M | Sell |
79,520
-398
| -0.5% | -$65.7K | 3.67% | 8 |
|
|
2022
Q1 | $17M | Buy |
79,918
+109
| +0.1% | +$23.1K | 3.17% | 9 |
|
|
2021
Q4 | $20.3M | Buy |
79,809
+13
| +0% | +$3.3K | 3.25% | 9 |
|
|
2021
Q3 | $21.6M | Buy |
+79,796
| New | +$21.6M | 3.72% | 7 |
|