PIM
Parker Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,776
| Closed | -$377K | – | 28 |
|
|
2022
Q1 | $377K | Buy |
1,776
+120
| +7% | +$25.5K | 0.04% | 31 |
|
|
2021
Q4 | $421K | Sell |
1,656
-1,239
| -43% | -$315K | 0.07% | 25 |
|
|
2021
Q3 | $785K | Sell |
2,895
-448
| -13% | -$121K | 0.05% | 19 |
|
|
2021
Q2 | $817K | Sell |
3,343
-568
| -15% | -$139K | 0.11% | 20 |
|
|
2021
Q1 | $829K | Buy |
3,911
+1,323
| +51% | +$280K | 0.11% | 21 |
|
|
2020
Q4 | $576K | Buy |
+2,588
| New | +$576K | 0.1% | 29 |
|
|
2019
Q1 | – | Sell |
-1,652
| Closed | -$226K | – | 36 |
|
|
2018
Q4 | $226K | Sell |
1,652
-7,000
| -81% | -$958K | 0.09% | 24 |
|
|
2018
Q3 | $1.38M | Buy |
8,652
+4,500
| +108% | +$716K | 0.42% | 13 |
|
|
2018
Q2 | $566K | Sell |
4,152
-4,492
| -52% | -$612K | 0.19% | 15 |
|
|
2018
Q1 | $1.01M | Buy |
8,644
+572
| +7% | +$66.5K | 0.36% | 14 |
|
|
2017
Q4 | $825K | Hold |
8,072
| – | – | 0.3% | 16 |
|
|
2017
Q3 | $754K | Buy |
8,072
+8
| +0.1% | +$747 | 0.33% | 14 |
|
|
2017
Q2 | $698K | Buy |
8,064
+18
| +0.2% | +$1.56K | 0.35% | 14 |
|
|
2017
Q1 | $664K | Hold |
8,046
| – | – | 0.34% | 15 |
|
|
2016
Q4 | $551K | Hold |
8,046
| – | – | 0.3% | 16 |
|
|
2016
Q3 | $574K | Sell |
8,046
-8
| -0.1% | -$571 | 0.2% | 26 |
|
|
2016
Q2 | $640K | Buy |
8,054
+14
| +0.2% | +$1.11K | 0.24% | 24 |
|
|
2016
Q1 | $594K | Buy |
+8,040
| New | +$594K | 0.22% | 24 |
|