Addison Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,905
| Closed | -$385K | – | 110 |
|
|
2022
Q4 | $385K | Hold |
2,905
| – | – | 0.24% | 85 |
|
|
2022
Q3 | $417K | Hold |
2,905
| – | – | 0.26% | 80 |
|
|
2022
Q2 | $479K | Hold |
2,905
| – | – | 0.28% | 76 |
|
|
2022
Q1 | $617K | Buy |
2,905
+790
| +37% | +$168K | 0.29% | 76 |
|
|
2021
Q4 | $537K | Buy |
+2,115
| New | +$537K | 0.24% | 77 |
|