PAM
Premier Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,210
| Closed | -$293K | – | 26 |
|
|
2022
Q4 | $293K | Buy |
+2,210
| New | +$293K | 0.37% | 81 |
|
|
2022
Q1 | – | Sell |
-955
| Closed | -$243K | – | 106 |
|
|
2021
Q4 | $243K | Sell |
955
-145
| -13% | -$36.9K | 0.04% | 128 |
|
|
2021
Q3 | $298K | Buy |
1,100
+145
| +15% | +$39.3K | 0.04% | 136 |
|
|
2021
Q2 | $233K | Sell |
955
-145
| -13% | -$35.4K | 0.03% | 187 |
|
|
2021
Q1 | $233K | Sell |
1,100
-52,357
| -98% | -$11.1M | 0.04% | 172 |
|
|
2020
Q4 | $11.9M | Buy |
53,457
+1,655
| +3% | +$368K | 2.44% | 12 |
|
|
2020
Q3 | $13M | Buy |
51,802
+4,625
| +10% | +$1.16M | 3.32% | 6 |
|
|
2020
Q2 | $8.84M | Sell |
47,177
-1,425
| -3% | -$267K | 2.95% | 6 |
|
|
2020
Q1 | $7M | Sell |
48,602
-1,843
| -4% | -$265K | 2.93% | 12 |
|
|
2019
Q4 | $8.2M | Sell |
50,445
-23,560
| -32% | -$3.83M | 2.69% | 17 |
|
|
2019
Q3 | $11M | Sell |
74,005
-270
| -0.4% | -$40.1K | 2.62% | 17 |
|
|
2019
Q2 | $11.3M | Buy |
74,275
+5
| +0% | +$759 | 2.66% | 19 |
|
|
2019
Q1 | $11.8M | Buy |
74,270
+715
| +1% | +$113K | 2.8% | 15 |
|
|
2018
Q4 | $10.1M | Buy |
+73,555
| New | +$10.1M | 2.7% | 13 |
|