SGA
Seaport Global Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $743K | Hold |
2,715
| – | – | 2.35% | 17 |
|
|
2024
Q2 | $698K | Hold |
2,715
| – | – | 2.5% | 17 |
|
|
2024
Q1 | $818K | Buy |
2,715
+704
| +35% | +$212K | 1.66% | 21 |
|
|
2023
Q4 | $529K | Sell |
2,011
-488
| -20% | -$128K | 1.27% | 35 |
|
|
2023
Q3 | $507K | Sell |
2,499
-148
| -6% | -$30K | 1.52% | 24 |
|
|
2023
Q2 | $559K | Sell |
2,647
-1,028
| -28% | -$217K | 1.65% | 16 |
|
|
2023
Q1 | $734K | Buy |
3,675
+90
| +3% | +$18K | 2.32% | 6 |
|
|
2022
Q4 | $475K | Buy |
3,585
+1,044
| +41% | +$138K | 1.65% | 11 |
|
|
2022
Q3 | $365K | Buy |
2,541
+248
| +11% | +$35.6K | 1.49% | 10 |
|
|
2022
Q2 | $378K | Buy |
2,293
+1,450
| +172% | +$239K | 1.41% | 12 |
|
|
2022
Q1 | $179K | Sell |
843
-1,023
| -55% | -$217K | 0.57% | 79 |
|
|
2021
Q4 | $474K | Buy |
+1,866
| New | +$474K | 0.64% | 61 |
|