Pennsylvania Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,207
| Closed | -$749K | – | 93 |
|
|
2022
Q3 | $749K | Sell |
5,207
-1,046
| -17% | -$150K | 0.41% | 33 |
|
|
2022
Q2 | $1.03M | Sell |
6,253
-221
| -3% | -$36.5K | 0.55% | 27 |
|
|
2022
Q1 | $1.38M | Sell |
6,474
-415
| -6% | -$88.1K | 0.59% | 23 |
|
|
2021
Q4 | $1.75M | Buy |
6,889
+262
| +4% | +$66.6K | 0.6% | 25 |
|
|
2021
Q3 | $1.94M | Buy |
6,627
+75
| +1% | +$21.9K | 0.86% | 19 |
|
|
2021
Q2 | $1.61M | Hold |
6,552
| – | – | 0.79% | 20 |
|
|
2021
Q1 | $1.39M | Hold |
6,552
| – | – | 0.82% | 21 |
|
|
2020
Q4 | $1.43M | Buy |
6,552
+1,298
| +25% | +$283K | 0.93% | 17 |
|
|
2020
Q3 | $1.32M | Buy |
5,254
+1,365
| +35% | +$343K | 1.03% | 19 |
|
|
2020
Q2 | $728K | Buy |
3,889
+731
| +23% | +$137K | 0.39% | 54 |
|
|
2020
Q1 | $424K | Buy |
+3,158
| New | +$424K | 0.55% | 29 |
|