Parsec Financial Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.01M | Buy |
5,061
+509
| +11% | +$102K | 0.04% | 160 |
|
|
2022
Q4 | $604K | Buy |
+4,552
| New | +$604K | 0.03% | 190 |
|
|
2022
Q3 | – | Sell |
-2,041
| Closed | -$337K | – | 273 |
|
|
2022
Q2 | $337K | Sell |
2,041
-110
| -5% | -$18.2K | 0.02% | 236 |
|
|
2022
Q1 | $457K | Sell |
2,151
-138
| -6% | -$29.3K | 0.02% | 229 |
|
|
2021
Q4 | $582K | Hold |
2,289
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $709K | Buy |
+2,289
| New | +$709K | 0.03% | 183 |
|