Single Point Partners’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,345
Closed -$284K 90
2023
Q2
$284K Buy
+1,345
New +$284K 0.39% 43
2022
Q2
Sell
-1,050
Closed -$223K 130
2022
Q1
$223K Buy
+1,050
New +$223K 0.06% 104
2021
Q3
Sell
-822
Closed -$201K 37
2021
Q2
$201K Buy
+822
New +$201K 0.07% 74
2020
Q4
Sell
-911
Closed -$229K 72
2020
Q3
$229K Buy
+911
New +$229K 0.12% 58