Partner Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,032
| Closed | -$1.49M | – | 44 |
|
|
2019
Q3 | $1.49M | Sell |
10,032
-7,020
| -41% | -$1.04M | 2.55% | 12 |
|
|
2019
Q2 | $2.59M | Buy |
17,052
+10,809
| +173% | +$1.64M | 2.75% | 4 |
|
|
2019
Q1 | $989K | Sell |
6,243
-9,058
| -59% | -$1.43M | 1.14% | 31 |
|
|
2018
Q4 | $2.1M | Buy |
15,301
+1,167
| +8% | +$160K | 2.62% | 8 |
|
|
2018
Q3 | $2.25M | Sell |
14,134
-5,019
| -26% | -$798K | 1.72% | 11 |
|
|
2018
Q2 | $2.61M | Buy |
19,153
+4,770
| +33% | +$651K | 2.11% | 6 |
|
|
2018
Q1 | $1.67M | Sell |
14,383
-6,956
| -33% | -$809K | 1.81% | 19 |
|
|
2017
Q4 | $2.18M | Sell |
21,339
-936
| -4% | -$95.7K | 2.51% | 8 |
|
|
2017
Q3 | $2.08M | Buy |
22,275
+12,356
| +125% | +$1.15M | 1.97% | 11 |
|
|
2017
Q2 | $859K | Buy |
+9,919
| New | +$859K | 1.15% | 29 |
|
|
2017
Q1 | – | Sell |
-19,440
| Closed | -$1.33M | – | 93 |
|
|
2016
Q4 | $1.33M | Buy |
19,440
+13,249
| +214% | +$907K | 1.76% | 16 |
|
|
2016
Q3 | $442K | Buy |
+6,191
| New | +$442K | 0.66% | 53 |
|
|
2016
Q2 | – | Sell |
-6,080
| Closed | -$449K | – | 69 |
|
|
2016
Q1 | $449K | Buy |
+6,080
| New | +$449K | 0.73% | 39 |
|
|
2014
Q2 | – | Sell |
-108,923
| Closed | -$6.22M | – | 67 |
|
|
2014
Q1 | $6.22M | Sell |
108,923
-71,284
| -40% | -$4.07M | 1.15% | 31 |
|
|
2013
Q4 | $9.95M | Buy |
180,207
+408
| +0.2% | +$22.5K | 2.26% | 20 |
|
|
2013
Q3 | $9.33M | Buy |
179,799
+113,949
| +173% | +$5.91M | 2.49% | 15 |
|
|
2013
Q2 | $2.51M | Buy |
+65,850
| New | +$2.51M | 0.57% | 40 |
|