Symmetry Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,397
| Closed | -$873K | – | 184 |
|
|
2024
Q2 | $873K | Hold |
3,397
| – | – | 0.04% | 188 |
|
|
2024
Q1 | $1.02M | Hold |
3,397
| – | – | 0.08% | 171 |
|
|
2023
Q4 | $902K | Hold |
3,397
| – | – | 0.05% | 176 |
|
|
2023
Q3 | $689K | Sell |
3,397
-413
| -11% | -$83.8K | 0.04% | 239 |
|
|
2023
Q2 | $805K | Hold |
3,810
| – | – | 0.04% | 221 |
|
|
2023
Q1 | $761K | Hold |
3,810
| – | – | 0.04% | 225 |
|
|
2022
Q4 | $505K | Buy |
3,810
+1,441
| +61% | +$191K | 0.03% | 324 |
|
|
2022
Q3 | $341K | Sell |
2,369
-1,918
| -45% | -$276K | 0.02% | 407 |
|
|
2022
Q2 | $708K | Hold |
4,287
| – | – | 0.05% | 233 |
|
|
2022
Q1 | $910K | Hold |
4,287
| – | – | 0.06% | 213 |
|
|
2021
Q4 | $1.09M | Sell |
4,287
-173
| -4% | -$43.9K | 0.07% | 187 |
|
|
2021
Q3 | $1.21M | Buy |
4,460
+2,242
| +101% | +$609K | 0.08% | 176 |
|
|
2021
Q2 | $542K | Hold |
2,218
| – | – | 0.04% | 394 |
|
|
2021
Q1 | $470K | Sell |
2,218
-2,452
| -53% | -$520K | 0.03% | 420 |
|
|
2020
Q4 | $1.04M | Buy |
4,670
+270
| +6% | +$60.1K | 0.08% | 173 |
|
|
2020
Q3 | $1.11M | Buy |
+4,400
| New | +$1.11M | 0.09% | 145 |
|
|
2019
Q2 | – | Sell |
-2,131
| Closed | -$337K | – | 346 |
|
|
2019
Q1 | $337K | Buy |
+2,131
| New | +$337K | 0.06% | 227 |
|