American Research & Management Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $16K | Buy |
113
+73
| +183% | +$10.3K | ﹤0.01% | 270 |
|
|
2022
Q2 | $7K | Hold |
40
| – | – | ﹤0.01% | 308 |
|
|
2022
Q1 | $8K | Hold |
40
| – | – | ﹤0.01% | 313 |
|
|
2021
Q4 | $10K | Hold |
40
| – | – | ﹤0.01% | 302 |
|
|
2021
Q3 | $11K | Hold |
40
| – | – | ﹤0.01% | 293 |
|
|
2021
Q2 | $10K | Hold |
40
| – | – | ﹤0.01% | 307 |
|
|
2021
Q1 | $8K | Hold |
40
| – | – | ﹤0.01% | 304 |
|
|
2020
Q4 | $9K | Sell |
40
-28
| -41% | -$6.3K | ﹤0.01% | 295 |
|
|
2020
Q3 | $17K | Buy |
68
+40
| +143% | +$10K | 0.01% | 239 |
|
|
2020
Q2 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 293 |
|