ADI Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $476K | Sell |
2,924
-1,000
| -25% | -$163K | 2.72% | 16 |
|
2019
Q3 | $582K | Sell |
3,924
-5,500
| -58% | -$816K | 3.57% | 12 |
|
2019
Q2 | $1.43M | Buy |
9,424
+6,424
| +214% | +$975K | 6.28% | 4 |
|
2019
Q1 | $475K | Sell |
3,000
-12,000
| -80% | -$1.9M | 2.27% | 20 |
|
2018
Q4 | $2.06M | Buy |
+15,000
| New | +$2.06M | 6.2% | 8 |
|