Symmetry Peak Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,500
| Closed | -$662K | – | 109 |
|
|
2025
Q4 | $662K | Buy |
+2,500
| New | +$621K | 13.97% | 28 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 146 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 143 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 55 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 89 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 89 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 90 |
|
|
2020
Q1 | – | Sell |
-5,000
| Closed | -$813K | – | 40 |
|
|
2019
Q4 | $813K | Buy |
+5,000
| New | +$784K | 1.46% | 78 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 133 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 182 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 179 |
|
|
2018
Q4 | – | Sell |
-22,000
| Closed | -$3.03M | – | 75 |
|
|
2018
Q3 | $3.5M | Buy |
+22,000
| New | +$3.26M | 5.04% | 13 |
|
|
2018
Q2 | – | Sell |
-17,500
| Closed | -$2.23M | – | 130 |
|
|
2018
Q1 | $2.04M | Sell |
17,500
-1,750
| -9% | -$201K | 8.1% | 26 |
|
|
2017
Q4 | $1.97M | Sell |
19,250
-45,765
| -70% | -$4.66M | 7.58% | 20 |
|
|
2017
Q3 | $6.07M | Sell |
65,015
-20,546
| -24% | -$1.89M | 5.68% | 17 |
|
|
2017
Q2 | $7.41M | Buy |
85,561
+29,061
| +51% | +$2.53M | 11.4% | 18 |
|
|
2017
Q1 | $4.66M | Buy |
+56,500
| New | +$4.51M | 4.7% | 19 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 118 |
|
|
2016
Q3 | – | Sell |
-36,790
| Closed | -$2.87M | – | 168 |
|
|
2016
Q2 | $2.92M | Sell |
36,790
-5,710
| -13% | -$448K | 7.61% | 32 |
|
|
2016
Q1 | $3.14M | Sell |
42,500
-9,000
| -17% | -$620K | 3.15% | 37 |
|
|
2015
Q4 | $4.04M | Buy |
51,500
+31,400
| +156% | +$2.45M | 5.58% | 31 |
|
|
2015
Q3 | $1.4M | Sell |
20,100
-36,400
| -64% | -$2.58M | 7.09% | 34 |
|
|
2015
Q2 | $3.93M | Sell |
56,500
-124,118
| -69% | -$8.84M | 3.4% | 36 |
|
|
2015
Q1 | $12.1M | Buy |
180,618
+174,018
| +2,637% | +$10.8M | 6.76% | 12 |
|
|
2014
Q4 | $391K | Sell |
6,600
-43,410
| -87% | -$2.56M | 0.3% | 121 |
|
|
2014
Q3 | $2.88M | Sell |
50,010
-78,990
| -61% | -$4.45M | 2.77% | 39 |
|
|
2014
Q2 | $7.49M | Buy |
+129,000
| New | +$6.97M | 4.48% | 22 |
|
|
2014
Q1 | – | Sell |
-2,500
| Closed | -$138K | – | 51 |
|
|
2013
Q4 | $138K | Sell |
2,500
-55,367
| -96% | -$2.96M | 0.32% | 72 |
|
|
2013
Q3 | $3M | Buy |
+57,867
| New | +$2.63M | 2.32% | 37 |
|
Other funds holding CRM
VCM
VPM
