Vista Equity Partners Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-66,475
| Closed | -$4.74M | – | 24 |
|
2016
Q3 | $4.74M | Sell |
66,475
-4,467
| -6% | -$319K | 2.16% | 15 |
|
2016
Q2 | $5.63M | Sell |
70,942
-9,261
| -12% | -$735K | 2.46% | 14 |
|
2016
Q1 | $5.92M | Sell |
80,203
-4,866
| -6% | -$359K | 3.22% | 10 |
|
2015
Q4 | $6.67M | Buy |
85,069
+9,697
| +13% | +$760K | 4.62% | 6 |
|
2015
Q3 | $5.23M | Buy |
75,372
+20,211
| +37% | +$1.4M | 3.13% | 13 |
|
2015
Q2 | $3.84M | Buy |
55,161
+18,933
| +52% | +$1.32M | 2.16% | 16 |
|
2015
Q1 | $2.42M | Buy |
+36,228
| New | +$2.42M | 1.38% | 18 |
|