TOMS Capital Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-19,400
| Closed | -$4.74M | – | 28 |
|
|
2021
Q2 | $4.74M | Buy |
+19,400
| New | +$4.74M | 0.37% | 34 |
|
|
2020
Q3 | – | Sell |
-205,000
| Closed | -$38.4M | – | 12 |
|
|
2020
Q2 | $38.4M | Sell |
205,000
-195,000
| -49% | -$36.5M | 12.45% | 3 |
|
|
2020
Q1 | $57.6M | Buy |
400,000
+100,000
| +33% | +$14.4M | 9.91% | 3 |
|
|
2019
Q4 | $48.8M | Hold |
300,000
| – | – | 5.98% | 2 |
|
|
2019
Q3 | $44.5M | Buy |
300,000
+75,000
| +33% | +$11.1M | 7.05% | 4 |
|
|
2019
Q2 | $34.1M | Buy |
+225,000
| New | +$34.1M | 8.7% | 4 |
|