Tarbox Family Office’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-322
| Closed | -$68K | – | 317 |
|
|
2022
Q1 | $68K | Sell |
322
-2,355
| -88% | -$507K | 0.01% | 149 |
|
|
2021
Q4 | $680K | Buy |
2,677
+23
| +0.9% | +$6.46K | 0.12% | 55 |
|
|
2021
Q3 | $720K | Sell |
2,654
-1
| -0% | -$254 | 0.13% | 55 |
|
|
2021
Q2 | $649K | Buy |
2,655
+41
| +2% | +$9.45K | 0.12% | 63 |
|
|
2021
Q1 | $554K | Buy |
2,614
+6
| +0.2% | +$1.34K | 0.11% | 63 |
|
|
2020
Q4 | $580K | Hold |
2,608
| – | – | 0.12% | 56 |
|
|
2020
Q3 | $655K | Sell |
2,608
-112
| -4% | -$24.5K | 0.16% | 47 |
|
|
2020
Q2 | $510K | Sell |
2,720
-14
| -0.5% | -$2.36K | 0.13% | 55 |
|
|
2020
Q1 | $394K | Buy |
2,734
+72
| +3% | +$12.3K | 0.13% | 63 |
|
|
2019
Q4 | $433K | Buy |
2,662
+2,375
| +828% | +$372K | 0.12% | 64 |
|
|
2019
Q3 | $43K | Hold |
287
| – | – | 0.01% | 169 |
|
|
2019
Q2 | $44K | Hold |
287
| – | – | 0.01% | 169 |
|
|
2019
Q1 | $45K | Hold |
287
| – | – | 0.02% | 154 |
|
|
2018
Q4 | $39K | Buy |
287
+14
| +5% | +$1.93K | 0.02% | 158 |
|
|
2018
Q3 | $43K | Hold |
273
| – | – | 0.02% | 163 |
|
|
2018
Q2 | $37K | Buy |
273
+5
| +2% | +$638 | 0.01% | 163 |
|
|
2018
Q1 | $31K | Buy |
268
+38
| +17% | +$4.36K | 0.01% | 192 |
|
|
2017
Q4 | $24K | Hold |
230
| – | – | 0.01% | 215 |
|
|
2017
Q3 | $21K | Buy |
230
+28
| +14% | +$2.58K | 0.01% | 221 |
|
|
2017
Q2 | $17K | Hold |
202
| – | – | 0.01% | 232 |
|
|
2017
Q1 | $17K | Buy |
202
+14
| +7% | +$1.12K | 0.01% | 236 |
|
|
2016
Q4 | $13K | Sell |
188
-30
| -14% | -$2.18K | 0.01% | 230 |
|
|
2016
Q3 | $16K | Buy |
218
+5
| +2% | +$390 | 0.01% | 197 |
|
|
2016
Q2 | $17K | Buy |
213
+6
| +3% | +$471 | 0.01% | 183 |
|
|
2016
Q1 | $15K | Sell |
207
-19
| -8% | -$1.31K | 0.01% | 204 |
|
|
2015
Q4 | $18K | Buy |
226
+27
| +14% | +$2.11K | 0.01% | 168 |
|
|
2015
Q3 | $14K | Buy |
199
+135
| +211% | +$9.57K | 0.01% | 190 |
|
|
2015
Q2 | $4K | Buy |
64
+19
| +42% | +$1.35K | ﹤0.01% | 333 |
|
|
2015
Q1 | $3K | Buy |
45
+19
| +73% | +$1.18K | ﹤0.01% | 370 |
|
|
2014
Q4 | $2K | Sell |
26
-11
| -30% | -$649 | ﹤0.01% | 403 |
|
|
2014
Q3 | $2K | Buy |
+37
| New | +$2.08K | ﹤0.01% | 403 |
|
Other funds holding CRM
Tarbox Family Office's CRM Position: Q2 2022 in Review
Tarbox Family Office sold out of Salesforce (CRM) in Q2 2022, closing a stake of 322 shares — an estimated $68K sold.
Tarbox Family Office first reported a position in CRM in Q3 2014 and held it in 31 quarters. The position peaked at $720K in Q3 2021. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.
- Tarbox Family Office reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
- Tarbox Family Office sold 322 Salesforce shares in Q2 2022, an estimated $68K.
- Tarbox Family Office first reported a position in Salesforce in Q3 2014 and held it in 31 quarters.
- Tarbox Family Office's Salesforce position peaked at $720K in Q3 2021.
- 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.
Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.