SIM
Spark Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-21,800
| Closed | -$3.14M | – | 18 |
|
|
2022
Q3 | $3.14M | Sell |
21,800
-10,000
| -31% | -$1.44M | 5.99% | 6 |
|
|
2022
Q2 | $5.25M | Sell |
31,800
-25,000
| -44% | -$4.13M | 7.63% | 3 |
|
|
2022
Q1 | $12.1M | Hold |
56,800
| – | – | 11.6% | 3 |
|
|
2021
Q4 | $14.4M | Hold |
56,800
| – | – | 10.36% | 3 |
|
|
2021
Q3 | $15.4M | Sell |
56,800
-4,400
| -7% | -$1.19M | 8.92% | 4 |
|
|
2021
Q2 | $14.9M | Hold |
61,200
| – | – | 8.2% | 3 |
|
|
2021
Q1 | $13M | Hold |
61,200
| – | – | 8.69% | 3 |
|
|
2020
Q4 | $13.6M | Buy |
61,200
+45,000
| +278% | +$10M | 11.24% | 2 |
|
|
2020
Q3 | $4.07M | Buy |
+16,200
| New | +$4.07M | 5.66% | 4 |
|