Private Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.67M | Sell |
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|
2023
Q2 | $6.67M | Sell |
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|
2023
Q1 | $8.45M | Sell |
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|
2022
Q4 | $6.2M | Sell |
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|
2022
Q3 | $6.97M | Buy |
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|
2022
Q2 | $7.53M | Buy |
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|
2022
Q1 | $8.03M | Buy |
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|
2021
Q4 | $8.51M | Buy |
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|
2021
Q3 | $8.03M | Buy |
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|
2021
Q2 | $6.7M | Buy |
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|
2021
Q1 | $5.75M | Buy |
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|
2020
Q4 | $4.9M | Buy |
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|
2020
Q3 | $5.38M | Buy |
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|
2020
Q2 | $3.94M | Buy |
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|
2020
Q1 | $2.82M | Buy |
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|
2019
Q4 | $3.13M | Buy |
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|
2019
Q3 | $2.79M | Buy |
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|
2019
Q2 | $2.82M | Buy |
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|
2019
Q1 | $2.8M | Sell |
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|
2018
Q4 | $2.87M | Buy |
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|
2018
Q3 | $2.97M | Buy |
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|
2018
Q2 | $2.51M | Buy |
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|
2018
Q1 | $2.12M | Buy |
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|
2017
Q4 | $1.36M | Buy |
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|
2017
Q3 | $1.2M | Buy |
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|
2017
Q2 | $1.06M | Buy |
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|
2017
Q1 | $915K | Buy |
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|
2016
Q4 | $478K | Buy |
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