Advisory Research’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,485
| Closed | -$504K | – | 366 |
|
|
2023
Q3 | $504K | Buy |
2,485
+63
| +3% | +$12.8K | 0.07% | 279 |
|
|
2023
Q2 | $512K | Buy |
+2,422
| New | +$512K | 0.07% | 284 |
|
|
2014
Q2 | – | Sell |
-1,119
| Closed | -$64K | – | 403 |
|
|
2014
Q1 | $64K | Buy |
+1,119
| New | +$64K | ﹤0.01% | 725 |
|