Pegasus Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$622K Buy
2024
Q2
$515K Buy
2024
Q1
$402K Buy
2023
Q4
$265K Sell
2023
Q3
$216K Buy
2023
Q2
$205K Buy
2022
Q3
Sell
2022
Q2
$226K Sell
2022
Q1
$322K Sell
2021
Q4
$391K Buy
2021
Q3
$350K Sell
2021
Q2
$329K Buy
2021
Q1
$270K Buy
2020
Q4
$234K Sell
2020
Q3
$368K Buy
2020
Q2
$219K Buy