Private Capital Management (Minnesota)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | $687K | Hold |
7,350
| – | – | 0.77% | 41 |
|
2017
Q2 | $637K | Sell |
7,350
-300
| -4% | -$26K | 0.71% | 45 |
|
2017
Q1 | $631K | Sell |
7,650
-1,650
| -18% | -$136K | 0.69% | 43 |
|
2016
Q4 | $637K | Buy |
9,300
+1,000
| +12% | +$68.5K | 0.71% | 42 |
|
2016
Q3 | $592K | Buy |
8,300
+2,900
| +54% | +$207K | 0.62% | 65 |
|
2016
Q2 | $429K | Sell |
5,400
-1,050
| -16% | -$83.4K | 0.42% | 107 |
|
2016
Q1 | $476K | Buy |
+6,450
| New | +$476K | 0.44% | 104 |
|