Patron Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Buy |
2,294
+99
| +5% | +$27K | 0.31% | 94 |
|
|
2025
Q1 | $589K | Buy |
2,195
+256
| +13% | +$68.7K | 0.32% | 95 |
|
|
2024
Q4 | $648K | Buy |
1,939
+146
| +8% | +$48.8K | 0.35% | 84 |
|
|
2024
Q3 | $491K | Sell |
1,793
-87
| -5% | -$23.8K | 0.27% | 100 |
|
|
2024
Q2 | $483K | Buy |
1,880
+11
| +0.6% | +$2.83K | 0.28% | 103 |
|
|
2024
Q1 | $563K | Buy |
1,869
+112
| +6% | +$33.7K | 0.34% | 89 |
|
|
2023
Q4 | $462K | Sell |
1,757
-80
| -4% | -$21.1K | 0.31% | 100 |
|
|
2023
Q3 | $373K | Buy |
1,837
+65
| +4% | +$13.2K | 0.27% | 104 |
|
|
2023
Q2 | $374K | Buy |
1,772
+15
| +0.9% | +$3.17K | 0.26% | 108 |
|
|
2023
Q1 | $351K | Sell |
1,757
-126
| -7% | -$25.2K | 0.26% | 110 |
|
|
2022
Q4 | $250K | Sell |
1,883
-126
| -6% | -$16.7K | 0.19% | 131 |
|
|
2022
Q3 | $289K | Buy |
2,009
+125
| +7% | +$18K | 0.24% | 115 |
|
|
2022
Q2 | $311K | Sell |
1,884
-33
| -2% | -$5.45K | 0.25% | 112 |
|
|
2022
Q1 | $407K | Sell |
1,917
-822
| -30% | -$175K | 0.28% | 101 |
|
|
2021
Q4 | $696K | Buy |
2,739
+30
| +1% | +$7.62K | 0.46% | 61 |
|
|
2021
Q3 | $734K | Sell |
2,709
-3
| -0.1% | -$813 | 0.54% | 47 |
|
|
2021
Q2 | $662K | Buy |
2,712
+165
| +6% | +$40.3K | 0.5% | 54 |
|
|
2021
Q1 | $539K | Buy |
2,547
+357
| +16% | +$75.5K | 0.46% | 63 |
|
|
2020
Q4 | $487K | Buy |
+2,190
| New | +$487K | 0.47% | 59 |
|