PCM
Parsons Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43M | Sell |
16,249
-75
| -0.5% | -$20.5K | 0.27% | 83 |
|
|
2025
Q1 | $4.38M | Sell |
16,324
-349
| -2% | -$93.7K | 0.24% | 87 |
|
|
2024
Q4 | $5.57M | Sell |
16,673
-121
| -0.7% | -$40.5K | 0.3% | 71 |
|
|
2024
Q3 | $4.6M | Sell |
16,794
-70
| -0.4% | -$19.2K | 0.29% | 76 |
|
|
2024
Q2 | $4.34M | Sell |
16,864
-1,724
| -9% | -$443K | 0.3% | 70 |
|
|
2024
Q1 | $5.6M | Sell |
18,588
-506
| -3% | -$152K | 0.38% | 60 |
|
|
2023
Q4 | $5.02M | Sell |
19,094
-300
| -2% | -$78.9K | 0.36% | 64 |
|
|
2023
Q3 | $3.93M | Sell |
19,394
-638
| -3% | -$129K | 0.31% | 77 |
|
|
2023
Q2 | $4.23M | Hold |
20,032
| – | – | 0.32% | 73 |
|
|
2023
Q1 | $4M | Sell |
20,032
-150
| -0.7% | -$30K | 0.32% | 75 |
|
|
2022
Q4 | $2.68M | Sell |
20,182
-11,135
| -36% | -$1.48M | 0.22% | 101 |
|
|
2022
Q3 | $4.51M | Sell |
31,317
-3,792
| -11% | -$545K | 0.4% | 56 |
|
|
2022
Q2 | $5.79M | Sell |
35,109
-2,214
| -6% | -$365K | 0.52% | 40 |
|
|
2022
Q1 | $7.92M | Sell |
37,323
-2,123
| -5% | -$451K | 0.6% | 35 |
|
|
2021
Q4 | $10M | Buy |
39,446
+478
| +1% | +$121K | 0.72% | 27 |
|
|
2021
Q3 | $10.6M | Buy |
38,968
+741
| +2% | +$201K | 0.83% | 23 |
|
|
2021
Q2 | $9.34M | Sell |
38,227
-623
| -2% | -$152K | 0.71% | 25 |
|
|
2021
Q1 | $8.23M | Sell |
38,850
-215
| -0.6% | -$45.6K | 0.67% | 29 |
|
|
2020
Q4 | $8.69M | Sell |
39,065
-229
| -0.6% | -$51K | 0.75% | 25 |
|
|
2020
Q3 | $9.88M | Sell |
39,294
-78
| -0.2% | -$19.6K | 0.96% | 20 |
|
|
2020
Q2 | $7.38M | Buy |
39,372
+96
| +0.2% | +$18K | 0.79% | 27 |
|
|
2020
Q1 | $5.66M | Buy |
39,276
+1,576
| +4% | +$227K | 0.73% | 31 |
|
|
2019
Q4 | $6.13M | Sell |
37,700
-155
| -0.4% | -$25.2K | 0.62% | 40 |
|
|
2019
Q3 | $5.62M | Buy |
37,855
+2,410
| +7% | +$358K | 0.61% | 39 |
|
|
2019
Q2 | $5.38M | Buy |
35,445
+3,150
| +10% | +$478K | 0.59% | 41 |
|
|
2019
Q1 | $5.12M | Sell |
32,295
-529
| -2% | -$83.8K | 0.56% | 42 |
|
|
2018
Q4 | $4.5M | Buy |
32,824
+94
| +0.3% | +$12.9K | 0.55% | 42 |
|
|
2018
Q3 | $5.21M | Sell |
32,730
-38
| -0.1% | -$6.04K | 0.55% | 41 |
|
|
2018
Q2 | $4.47M | Buy |
32,768
+9,588
| +41% | +$1.31M | 0.51% | 44 |
|
|
2018
Q1 | $2.7M | Sell |
23,180
-600
| -3% | -$69.8K | 0.31% | 84 |
|
|
2017
Q4 | $2.43M | Hold |
23,780
| – | – | 0.27% | 97 |
|
|
2017
Q3 | $2.22M | Sell |
23,780
-30
| -0.1% | -$2.8K | 0.26% | 98 |
|
|
2017
Q2 | $2.06M | Hold |
23,810
| – | – | 0.25% | 104 |
|
|
2017
Q1 | $1.96M | Sell |
23,810
-400
| -2% | -$33K | 0.25% | 107 |
|
|
2016
Q4 | $1.66M | Buy |
24,210
+4,230
| +21% | +$290K | 0.22% | 115 |
|
|
2016
Q3 | $1.43M | Buy |
19,980
+500
| +3% | +$35.7K | 0.19% | 125 |
|
|
2016
Q2 | $1.55M | Hold |
19,480
| – | – | 0.21% | 123 |
|
|
2016
Q1 | $1.44M | Buy |
19,480
+800
| +4% | +$59.1K | 0.2% | 129 |
|
|
2015
Q4 | $1.47M | Buy |
18,680
+850
| +5% | +$66.7K | 0.21% | 123 |
|
|
2015
Q3 | $1.24M | Buy |
17,830
+775
| +5% | +$53.8K | 0.18% | 144 |
|
|
2015
Q2 | $1.19M | Buy |
17,055
+600
| +4% | +$41.8K | 0.16% | 156 |
|
|
2015
Q1 | $1.1M | Buy |
16,455
+6,075
| +59% | +$406K | 0.15% | 146 |
|
|
2014
Q4 | $615K | Buy |
10,380
+6,075
| +141% | +$360K | 0.08% | 204 |
|
|
2014
Q3 | $248K | Hold |
4,305
| – | – | 0.03% | 301 |
|
|
2014
Q2 | $250K | Buy |
4,305
+50
| +1% | +$2.9K | 0.03% | 303 |
|
|
2014
Q1 | $244K | Buy |
+4,255
| New | +$244K | 0.03% | 299 |
|