Private Capital Management (Colorado)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $245K | Sell |
733
-81
| -10% | -$27.1K | 0.05% | 116 |
|
|
2024
Q3 | $223K | Sell |
814
-241
| -23% | -$66K | 0.04% | 170 |
|
|
2024
Q2 | $271K | Sell |
1,055
-402
| -28% | -$103K | 0.05% | 123 |
|
|
2024
Q1 | $439K | Sell |
1,457
-41
| -3% | -$12.3K | 0.1% | 90 |
|
|
2023
Q4 | $394K | Buy |
1,498
+127
| +9% | +$33.4K | 0.1% | 92 |
|
|
2023
Q3 | $278K | Buy |
1,371
+67
| +5% | +$13.6K | 0.08% | 96 |
|
|
2023
Q2 | $275K | Buy |
1,304
+45
| +4% | +$9.51K | 0.08% | 96 |
|
|
2023
Q1 | $252K | Buy |
+1,259
| New | +$252K | 0.08% | 114 |
|
|
2022
Q1 | – | Sell |
-805
| Closed | -$205K | – | 155 |
|
|
2021
Q4 | $205K | Sell |
805
-88
| -10% | -$22.4K | 0.07% | 138 |
|
|
2021
Q3 | $242K | Sell |
893
-49
| -5% | -$13.3K | 0.1% | 115 |
|
|
2021
Q2 | $230K | Buy |
+942
| New | +$230K | 0.11% | 113 |
|
|
2020
Q4 | – | Sell |
-893
| Closed | -$224K | – | 120 |
|
|
2020
Q3 | $224K | Buy |
+893
| New | +$224K | 0.18% | 70 |
|