Partners Capital Investment Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Sell |
13,075
-17,151
| -57% | -$4.68M | 0.14% | 79 |
|
|
2025
Q1 | $8.11M | Buy |
30,226
+14,241
| +89% | +$3.82M | 0.14% | 81 |
|
|
2024
Q4 | $5.34M | Sell |
15,985
-18,154
| -53% | -$6.07M | 0.15% | 59 |
|
|
2024
Q3 | $9.34M | Sell |
34,139
-1,948
| -5% | -$533K | 0.15% | 70 |
|
|
2024
Q2 | $9.2M | Buy |
36,087
+15,435
| +75% | +$3.93M | 0.16% | 72 |
|
|
2024
Q1 | $6.22M | Sell |
20,652
-23,584
| -53% | -$7.1M | 0.17% | 67 |
|
|
2023
Q4 | $11.6M | Sell |
44,236
-10,064
| -19% | -$2.65M | 0.26% | 58 |
|
|
2023
Q3 | $11M | Sell |
54,300
-1,649
| -3% | -$334K | 0.26% | 58 |
|
|
2023
Q2 | $11.8M | Buy |
55,949
+47,909
| +596% | +$10.1M | 0.25% | 65 |
|
|
2023
Q1 | $1.61M | Sell |
8,040
-517
| -6% | -$103K | 0.07% | 94 |
|
|
2022
Q4 | $1.13M | Sell |
8,557
-412
| -5% | -$54.6K | 0.05% | 102 |
|
|
2022
Q3 | $1.29M | Buy |
+8,969
| New | +$1.29M | 0.08% | 99 |
|
|
2021
Q3 | – | Sell |
-109,784
| Closed | -$26.8M | – | 138 |
|
|
2021
Q2 | $26.8M | Buy |
109,784
+8,263
| +8% | +$2.02M | 1.19% | 32 |
|
|
2021
Q1 | $21.5M | Buy |
101,521
+5,109
| +5% | +$1.08M | 0.94% | 40 |
|
|
2020
Q4 | $21.5M | Sell |
96,412
-8,980
| -9% | -$2M | 1.23% | 31 |
|
|
2020
Q3 | $26.5M | Buy |
105,392
+15,257
| +17% | +$3.83M | 1.63% | 19 |
|
|
2020
Q2 | $16.9M | Buy |
90,135
+25,833
| +40% | +$4.84M | 0.83% | 31 |
|
|
2020
Q1 | $9.26M | Sell |
64,302
-8,855
| -12% | -$1.27M | 0.63% | 40 |
|
|
2019
Q4 | $11.9M | Buy |
+73,157
| New | +$11.9M | 0.9% | 31 |
|