RIM
Rampart Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,149
| Closed | -$791K | – | 81 |
|
|
2020
Q3 | $791K | Sell |
3,149
-13,269
| -81% | -$3.33M | 0.5% | 60 |
|
|
2020
Q2 | $3.08M | Buy |
16,418
+9,001
| +121% | +$1.69M | 0.52% | 43 |
|
|
2020
Q1 | $1.07M | Sell |
7,417
-15,772
| -68% | -$2.27M | 0.51% | 46 |
|
|
2019
Q4 | $3.77M | Sell |
23,189
-1,885
| -8% | -$307K | 0.46% | 59 |
|
|
2019
Q3 | $3.72M | Buy |
25,074
+1,247
| +5% | +$185K | 0.46% | 61 |
|
|
2019
Q2 | $3.62M | Sell |
23,827
-1,387
| -6% | -$210K | 0.43% | 65 |
|
|
2019
Q1 | $3.99M | Buy |
25,214
+17,846
| +242% | +$2.83M | 0.45% | 60 |
|
|
2018
Q4 | $1.01M | Sell |
7,368
-19,419
| -72% | -$2.66M | 0.28% | 92 |
|
|
2018
Q3 | $1.24M | Sell |
26,787
-2,234
| -8% | -$103K | 0.54% | 42 |
|
|
2018
Q2 | $3.96M | Sell |
29,021
-4,034
| -12% | -$550K | 0.39% | 75 |
|
|
2018
Q1 | $3.84M | Buy |
33,055
+23,847
| +259% | +$2.77M | 0.37% | 83 |
|
|
2017
Q4 | $941K | Buy |
9,208
+159
| +2% | +$16.2K | 0.36% | 68 |
|
|
2017
Q3 | $845K | Buy |
9,049
+553
| +7% | +$51.6K | 0.29% | 80 |
|
|
2017
Q2 | $736K | Buy |
8,496
+6,734
| +382% | +$583K | 0.26% | 87 |
|
|
2017
Q1 | $145K | Sell |
1,762
-5,633
| -76% | -$464K | 0.05% | 102 |
|
|
2016
Q4 | $506K | Sell |
7,395
-24
| -0.3% | -$1.64K | 0.18% | 98 |
|
|
2016
Q3 | $529K | Buy |
+7,419
| New | +$529K | 0.2% | 102 |
|