Summit Partners Public Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
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|
2024
Q2 | – | Hold |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $39.3M | Buy |
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|
2022
Q1 | $45.1M | Buy |
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|
2021
Q4 | – | Hold |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.03M | Sell |
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|
2019
Q4 | $3.92M | Sell |
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|
2019
Q3 | $3.71M | Buy |
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|
2019
Q2 | $2.28M | Sell |
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|
2019
Q1 | $11.6M | Buy |
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|
2018
Q4 | $5.48M | Buy |
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