SM
SG3 Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-35,000
| Closed | -$5.03M | – | 90 |
|
|
2022
Q3 | $5.03M | Buy |
+35,000
| New | +$5.03M | 0.68% | 8 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 166 |
|
|
2022
Q1 | – | Sell |
-19,000
| Closed | -$4.83M | – | 363 |
|
|
2021
Q4 | $4.83M | Buy |
+19,000
| New | +$4.83M | 0.1% | 25 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 352 |
|
|
2021
Q2 | – | Sell |
-5,000
| Closed | -$1.06M | – | 380 |
|
|
2021
Q1 | $1.06M | Sell |
5,000
-8,100
| -62% | -$1.72M | 0.03% | 87 |
|
|
2020
Q4 | $2.92M | Buy |
+13,100
| New | +$2.92M | 0.06% | 21 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 299 |
|
|
2019
Q1 | – | Sell |
-2,000
| Closed | -$274K | – | 111 |
|
|
2018
Q4 | $274K | Buy |
+2,000
| New | +$274K | 0.07% | 19 |
|
|
2017
Q3 | – | Sell |
-7,500
| Closed | -$650K | – | 66 |
|
|
2017
Q2 | $650K | Buy |
+7,500
| New | +$650K | 0.16% | 17 |
|