Patton Fund Management’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
Sell
2025
Q2
$224K Buy
2024
Q2
Sell
2024
Q1
$5.94M Sell
2023
Q4
$5.9M Buy
2023
Q3
$1.52M Sell
2023
Q2
$2.65M Buy
2020
Q4
Sell
2020
Q3
$1.76M Buy
2020
Q2
Sell
2020
Q1
$1.17M Sell
2019
Q4
$1.9M Sell
2019
Q3
$1.74M Sell
2019
Q2
$2.16M Buy