Prio Wealth Limited Partnership’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $19.2M | Sell |
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|
2024
Q2 | $19.6M | Sell |
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|
2024
Q1 | $27.1M | Buy |
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|
2023
Q4 | $22.4M | Sell |
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|
2023
Q3 | $18.2M | Sell |
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|
2023
Q2 | $22.8M | Sell |
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|
2023
Q1 | $47.1M | Sell |
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|
2022
Q4 | $31.8M | Sell |
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|
2022
Q3 | $35.3M | Sell |
|
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|
2022
Q2 | $42.5M | Sell |
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|
2022
Q1 | $54.9M | Buy |
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|
2021
Q4 | $65.3M | Sell |
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|
2021
Q3 | $70.3M | Sell |
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|
2021
Q2 | $64.4M | Sell |
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|
2021
Q1 | $57.3M | Sell |
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|
2020
Q4 | $63.4M | Sell |
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|
2020
Q3 | $76.6M | Sell |
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|
2020
Q2 | $57.5M | Sell |
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|
2020
Q1 | $44.7M | Sell |
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|
2019
Q4 | $52.8M | Sell |
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|
2019
Q3 | $48.5M | Sell |
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|
2019
Q2 | $50.5M | Sell |
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|
2019
Q1 | $53.3M | Sell |
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|
2018
Q4 | $48M | Sell |
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|
2018
Q3 | $56.6M | Sell |
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|
2018
Q2 | $49.4M | Sell |
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|
2018
Q1 | $43.5M | Sell |
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|
2017
Q4 | $40.1M | Sell |
|
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|
2017
Q3 | $36.9M | Sell |
|
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|
2017
Q2 | $34.7M | Sell |
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|
2017
Q1 | $33.2M | Sell |
|
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|
2016
Q4 | $27.7M | Sell |
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|
2016
Q3 | $29.3M | Buy |
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|
2016
Q2 | $32.6M | Buy |
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|
2016
Q1 | $30.1M | Buy |
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|
2015
Q4 | $31.2M | Sell |
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|
2015
Q3 | $28M | Buy |
|
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|
2015
Q2 | $27.9M | Sell |
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|
2015
Q1 | $27.6M | Buy |
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|
2014
Q4 | $23.9M | Buy |
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|
2014
Q3 | $22.5M | Buy |
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|
2014
Q2 | $22.1M | Buy |
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|
2014
Q1 | $20.4M | Buy |
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|
2013
Q4 | $18.9M | Buy |
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|
2013
Q3 | $17.3M | Buy |
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|
2013
Q2 | $12M | Buy |
|