PFM
Patton Fund Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+821
| New | +$224K | 0.05% | 358 |
|
|
2024
Q2 | – | Sell |
-19,731
| Closed | -$5.94M | – | 95 |
|
|
2024
Q1 | $5.94M | Sell |
19,731
-2,690
| -12% | -$810K | 1.08% | 33 |
|
|
2023
Q4 | $5.9M | Buy |
22,421
+14,918
| +199% | +$3.93M | 1.31% | 17 |
|
|
2023
Q3 | $1.52M | Sell |
7,503
-5,058
| -40% | -$1.03M | 0.41% | 55 |
|
|
2023
Q2 | $2.65M | Buy |
+12,561
| New | +$2.65M | 0.78% | 54 |
|
|
2020
Q4 | – | Sell |
-7,011
| Closed | -$1.76M | – | 79 |
|
|
2020
Q3 | $1.76M | Buy |
+7,011
| New | +$1.76M | 0.95% | 33 |
|
|
2020
Q2 | – | Sell |
-8,129
| Closed | -$1.17M | – | 79 |
|
|
2020
Q1 | $1.17M | Sell |
8,129
-3,521
| -30% | -$507K | 0.72% | 44 |
|
|
2019
Q4 | $1.9M | Sell |
11,650
-36
| -0.3% | -$5.86K | 0.66% | 71 |
|
|
2019
Q3 | $1.74M | Sell |
11,686
-2,575
| -18% | -$382K | 0.69% | 71 |
|
|
2019
Q2 | $2.16M | Buy |
+14,261
| New | +$2.16M | 0.86% | 47 |
|