PHAM
Portland Hill Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-311
| Closed | -$63K | – | 31 |
|
|
2023
Q3 | $63K | Hold |
311
| – | – | 0.16% | 29 |
|
|
2023
Q2 | $65K | Hold |
311
| – | – | 0.15% | 30 |
|
|
2023
Q1 | $60K | Hold |
311
| – | – | 0.14% | 29 |
|
|
2022
Q4 | $41K | Hold |
311
| – | – | 0.11% | 33 |
|
|
2022
Q3 | $50K | Hold |
311
| – | – | 0.09% | 36 |
|
|
2022
Q2 | $51K | Hold |
311
| – | – | 0.07% | 38 |
|
|
2022
Q1 | $66K | Hold |
311
| – | – | 0.06% | 37 |
|
|
2021
Q4 | $79K | Hold |
311
| – | – | 0.06% | 35 |
|
|
2021
Q3 | $84K | Hold |
311
| – | – | 0.06% | 35 |
|
|
2021
Q2 | $76K | Hold |
311
| – | – | 0.04% | 33 |
|
|
2021
Q1 | $66K | Hold |
311
| – | – | 0.04% | 32 |
|
|
2020
Q4 | $69K | Buy |
+311
| New | +$69K | 0.05% | 28 |
|