PCR
Potrero Capital Research’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-25,364
| Closed | -$4.02M | – | 50 |
|
|
2019
Q1 | $4.02M | Hold |
25,364
| – | – | 2.49% | 18 |
|
|
2018
Q4 | $3.47M | Hold |
25,364
| – | – | 2.44% | 17 |
|
|
2018
Q3 | $4.03M | Hold |
25,364
| – | – | 2.61% | 15 |
|
|
2018
Q2 | $3.46M | Buy |
25,364
+1,064
| +4% | +$145K | 2.57% | 17 |
|
|
2018
Q1 | $2.83M | Hold |
24,300
| – | – | 2.12% | 16 |
|
|
2017
Q4 | $2.48M | Hold |
24,300
| – | – | 2.04% | 16 |
|
|
2017
Q3 | $2.27M | Hold |
24,300
| – | – | 1.91% | 22 |
|
|
2017
Q2 | $2.1M | Buy |
24,300
+4,000
| +20% | +$346K | 1.97% | 23 |
|
|
2017
Q1 | $1.68M | Hold |
20,300
| – | – | 1.49% | 26 |
|
|
2016
Q4 | $1.39M | Buy |
20,300
+16,000
| +372% | +$1.1M | 1.31% | 25 |
|
|
2016
Q3 | $307K | Hold |
4,300
| – | – | 0.29% | 38 |
|
|
2016
Q2 | $341K | Hold |
4,300
| – | – | 0.31% | 33 |
|
|
2016
Q1 | $317K | Hold |
4,300
| – | – | 0.3% | 31 |
|
|
2015
Q4 | $337K | Buy |
+4,300
| New | +$337K | 0.3% | 30 |
|