Patron Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$494K Sell
2025
Q2
$626K Buy
2025
Q1
$589K Buy
2024
Q4
$648K Buy
2024
Q3
$491K Sell
2024
Q2
$483K Buy
2024
Q1
$563K Buy
2023
Q4
$462K Sell
2023
Q3
$373K Buy
2023
Q2
$374K Buy
2023
Q1
$351K Sell
2022
Q4
$250K Sell
2022
Q3
$289K Buy
2022
Q2
$311K Sell
2022
Q1
$407K Sell
2021
Q4
$696K Buy
2021
Q3
$734K Sell
2021
Q2
$662K Buy
2021
Q1
$539K Buy
2020
Q4
$487K Buy