PAM
Private Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.67M | Sell |
23,042
-8,538
| -27% | -$1.73M | 1.1% | 24 |
|
|
2023
Q2 | $6.67M | Sell |
31,580
-10,699
| -25% | -$2.26M | 1.28% | 21 |
|
|
2023
Q1 | $8.45M | Sell |
42,279
-4,441
| -10% | -$887K | 1.39% | 22 |
|
|
2022
Q4 | $6.2M | Sell |
46,720
-1,745
| -4% | -$231K | 1.05% | 25 |
|
|
2022
Q3 | $6.97M | Buy |
48,465
+2,853
| +6% | +$410K | 1.23% | 23 |
|
|
2022
Q2 | $7.53M | Buy |
45,612
+7,801
| +21% | +$1.29M | 1.22% | 22 |
|
|
2022
Q1 | $8.03M | Buy |
37,811
+4,342
| +13% | +$922K | 1.09% | 26 |
|
|
2021
Q4 | $8.51M | Buy |
33,469
+3,879
| +13% | +$986K | 1.04% | 27 |
|
|
2021
Q3 | $8.03M | Buy |
29,590
+2,166
| +8% | +$587K | 1.09% | 27 |
|
|
2021
Q2 | $6.7M | Buy |
27,424
+266
| +1% | +$65K | 0.89% | 35 |
|
|
2021
Q1 | $5.75M | Buy |
27,158
+5,123
| +23% | +$1.09M | 0.81% | 36 |
|
|
2020
Q4 | $4.9M | Buy |
22,035
+645
| +3% | +$144K | 0.74% | 36 |
|
|
2020
Q3 | $5.38M | Buy |
21,390
+385
| +2% | +$96.8K | 0.89% | 34 |
|
|
2020
Q2 | $3.94M | Buy |
21,005
+1,443
| +7% | +$270K | 0.7% | 39 |
|
|
2020
Q1 | $2.82M | Buy |
19,562
+330
| +2% | +$47.5K | 0.59% | 43 |
|
|
2019
Q4 | $3.13M | Buy |
19,232
+455
| +2% | +$74K | 0.51% | 51 |
|
|
2019
Q3 | $2.79M | Buy |
18,777
+185
| +1% | +$27.5K | 0.48% | 54 |
|
|
2019
Q2 | $2.82M | Buy |
18,592
+930
| +5% | +$141K | 0.48% | 53 |
|
|
2019
Q1 | $2.8M | Sell |
17,662
-3,320
| -16% | -$526K | 0.5% | 54 |
|
|
2018
Q4 | $2.87M | Buy |
20,982
+2,330
| +12% | +$319K | 0.56% | 52 |
|
|
2018
Q3 | $2.97M | Buy |
18,652
+235
| +1% | +$37.4K | 0.47% | 58 |
|
|
2018
Q2 | $2.51M | Buy |
18,417
+190
| +1% | +$25.9K | 0.41% | 63 |
|
|
2018
Q1 | $2.12M | Buy |
18,227
+4,923
| +37% | +$573K | 0.36% | 60 |
|
|
2017
Q4 | $1.36M | Buy |
13,304
+414
| +3% | +$42.3K | 0.22% | 70 |
|
|
2017
Q3 | $1.2M | Buy |
12,890
+610
| +5% | +$57K | 0.19% | 77 |
|
|
2017
Q2 | $1.06M | Buy |
12,280
+1,185
| +11% | +$103K | 0.17% | 73 |
|
|
2017
Q1 | $915K | Buy |
11,095
+4,110
| +59% | +$339K | 0.15% | 82 |
|
|
2016
Q4 | $478K | Buy |
+6,985
| New | +$478K | 0.08% | 98 |
|