Platform Technology Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $461K | Buy |
2,469
+126
| +5% | +$26.1K | 0.09% | 170 |
|
|
2025
Q4 | $621K | Sell |
2,343
-305
| -12% | -$75.8K | 0.13% | 134 |
|
|
2025
Q3 | $628K | Sell |
2,648
-4,472
| -63% | -$1.13M | 0.15% | 127 |
|
|
2025
Q2 | $1.94M | Buy |
7,120
+434
| +6% | +$116K | 0.51% | 52 |
|
|
2025
Q1 | $1.79M | Buy |
6,686
+867
| +15% | +$270K | 0.52% | 53 |
|
|
2024
Q4 | $1.95M | Sell |
5,819
-24
| -0.4% | -$7.66K | 0.59% | 44 |
|
|
2024
Q3 | $1.6M | Sell |
5,843
-259
| -4% | -$66.3K | 0.5% | 57 |
|
|
2024
Q2 | $1.57M | Buy |
+6,102
| New | +$1.63M | 0.54% | 53 |
|
|
2023
Q4 | $1.53M | Buy |
5,332
+859
| +19% | +$194K | 0.6% | 50 |
|
|
2023
Q3 | $907K | Buy |
4,473
+1,012
| +29% | +$219K | 0.42% | 71 |
|
|
2023
Q2 | $765K | Buy |
3,461
+14
| +0.4% | +$2.86K | 0.36% | 75 |
|
|
2023
Q1 | $689K | Buy |
3,447
+167
| +5% | +$28.2K | 0.34% | 83 |
|
|
2022
Q4 | $435K | Sell |
3,280
-342
| -9% | -$49.9K | 0.22% | 112 |
|
|
2022
Q3 | $521K | Buy |
3,622
+282
| +8% | +$47.8K | 0.3% | 91 |
|
|
2022
Q2 | $551K | Buy |
3,340
+84
| +3% | +$14.8K | 0.3% | 89 |
|
|
2022
Q1 | $691K | Sell |
3,256
-318
| -9% | -$68.4K | 0.33% | 82 |
|
|
2021
Q4 | $908K | Buy |
3,574
+189
| +6% | +$53.1K | 0.4% | 64 |
|
|
2021
Q3 | $918K | Buy |
3,385
+203
| +6% | +$51.6K | 0.42% | 66 |
|
|
2021
Q2 | $777K | Buy |
+3,182
| New | +$733K | 0.32% | 84 |
|
|
2020
Q4 | $660K | Buy |
2,966
+328
| +12% | +$79.8K | 0.32% | 88 |
|
|
2020
Q3 | $663K | Buy |
2,638
+128
| +5% | +$28K | 0.41% | 69 |
|
|
2020
Q2 | $470K | Sell |
2,510
-51
| -2% | -$8.59K | 0.33% | 87 |
|
|
2020
Q1 | $369K | Buy |
2,561
+908
| +55% | +$156K | 0.34% | 90 |
|
|
2019
Q4 | $269K | Buy |
+1,653
| New | +$259K | 0.2% | 128 |
|
Other funds holding CRM
VCM
VPM
