AGF Investments LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,468
| Closed | -$373K | – | 450 |
|
2021
Q4 | $373K | Sell |
1,468
-2,063
| -58% | -$524K | 0.03% | 266 |
|
2021
Q3 | $958K | Buy |
+3,531
| New | +$958K | 0.09% | 36 |
|
2017
Q4 | – | Sell |
-460
| Closed | -$44K | – | 761 |
|
2017
Q3 | $44K | Sell |
460
-50
| -10% | -$4.78K | 0.01% | 262 |
|
2017
Q2 | $44K | Buy |
510
+86
| +20% | +$7.42K | 0.01% | 324 |
|
2017
Q1 | $35K | Buy |
+424
| New | +$35K | 0.01% | 332 |
|