PPP
Private Portfolio Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $564K | Buy |
1,688
+69
| +4% | +$23.1K | 0.1% | 149 |
|
|
2024
Q3 | $443K | Buy |
+1,619
| New | +$443K | 0.08% | 178 |
|
|
2024
Q2 | – | Sell |
-1,650
| Closed | -$497K | – | 117 |
|
|
2024
Q1 | $497K | Sell |
1,650
-35
| -2% | -$10.5K | 0.1% | 153 |
|
|
2023
Q4 | $443K | Hold |
1,685
| – | – | 0.1% | 160 |
|
|
2023
Q3 | $342K | Sell |
1,685
-29
| -2% | -$5.88K | 0.09% | 180 |
|
|
2023
Q2 | $362K | Buy |
1,714
+3
| +0.2% | +$634 | 0.09% | 169 |
|
|
2023
Q1 | $342K | Sell |
1,711
-36
| -2% | -$7.19K | 0.09% | 170 |
|
|
2022
Q4 | $232K | Sell |
1,747
-25
| -1% | -$3.32K | 0.06% | 239 |
|
|
2022
Q3 | $255K | Sell |
1,772
-7
| -0.4% | -$1.01K | 0.07% | 219 |
|
|
2022
Q2 | $294K | Sell |
1,779
-53
| -3% | -$8.75K | 0.08% | 198 |
|
|
2022
Q1 | $389K | Buy |
1,832
+165
| +10% | +$35K | 0.1% | 186 |
|
|
2021
Q4 | $424K | Buy |
1,667
+110
| +7% | +$28K | 0.11% | 168 |
|
|
2021
Q3 | $422K | Buy |
1,557
+37
| +2% | +$10K | 0.12% | 165 |
|
|
2021
Q2 | $371K | Sell |
1,520
-25
| -2% | -$6.11K | 0.11% | 177 |
|
|
2021
Q1 | $327K | Buy |
1,545
+65
| +4% | +$13.8K | 0.11% | 176 |
|
|
2020
Q4 | $329K | Buy |
1,480
+105
| +8% | +$23.4K | 0.12% | 160 |
|
|
2020
Q3 | $346K | Buy |
1,375
+85
| +7% | +$21.4K | 0.14% | 145 |
|
|
2020
Q2 | $242K | Sell |
1,290
-104
| -7% | -$19.5K | 0.11% | 162 |
|
|
2020
Q1 | $201K | Buy |
+1,394
| New | +$201K | 0.11% | 176 |
|