Altium Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.88M | Buy |
11,408
+416
| +4% | +$68.7K | 0.14% | 87 |
|
|
2022
Q1 | $2.33M | Buy |
10,992
+1,066
| +11% | +$226K | 0.15% | 79 |
|
|
2021
Q4 | $2.52M | Buy |
9,926
+322
| +3% | +$81.8K | 0.16% | 71 |
|
|
2021
Q3 | $2.61M | Buy |
9,604
+221
| +2% | +$59.9K | 0.19% | 64 |
|
|
2021
Q2 | $2.29M | Sell |
9,383
-15
| -0.2% | -$3.66K | 0.17% | 68 |
|
|
2021
Q1 | $1.99M | Buy |
9,398
+301
| +3% | +$63.8K | 0.16% | 74 |
|
|
2020
Q4 | $2.02M | Buy |
9,097
+350
| +4% | +$77.9K | 0.18% | 62 |
|
|
2020
Q3 | $2.2M | Buy |
8,747
+212
| +2% | +$53.3K | 0.23% | 49 |
|
|
2020
Q2 | $1.6M | Sell |
8,535
-123
| -1% | -$23K | 0.18% | 65 |
|
|
2020
Q1 | $1.25M | Buy |
8,658
+1,346
| +18% | +$194K | 0.17% | 70 |
|
|
2019
Q4 | $1.19M | Buy |
7,312
+11
| +0.2% | +$1.79K | 0.14% | 82 |
|
|
2019
Q3 | $1.08M | Buy |
7,301
+630
| +9% | +$93.5K | 0.15% | 86 |
|
|
2019
Q2 | $1.01M | Buy |
6,671
+1,939
| +41% | +$294K | 0.15% | 81 |
|
|
2019
Q1 | $749K | Sell |
4,732
-289
| -6% | -$45.7K | 0.12% | 119 |
|
|
2018
Q4 | $688K | Buy |
5,021
+105
| +2% | +$14.4K | 0.13% | 111 |
|
|
2018
Q3 | $782K | Sell |
4,916
-287
| -6% | -$45.7K | 0.15% | 107 |
|
|
2018
Q2 | $710K | Buy |
5,203
+1,932
| +59% | +$264K | 0.19% | 90 |
|
|
2018
Q1 | $381K | Buy |
3,271
+446
| +16% | +$51.9K | 0.15% | 103 |
|
|
2017
Q4 | $288K | Buy |
+2,825
| New | +$288K | 0.13% | 124 |
|