Andesa Financial Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $362K | Buy |
5,003
+2,484
| +99% | +$180K | 0.19% | 86 |
|
|
2022
Q4 | $334K | Sell |
2,519
-1,419
| -36% | -$188K | 0.18% | 108 |
|
|
2022
Q3 | $569K | Buy |
3,938
+1,033
| +36% | +$149K | 0.2% | 82 |
|
|
2022
Q2 | $479K | Buy |
2,905
+698
| +32% | +$115K | 0.3% | 76 |
|
|
2022
Q1 | $469K | Buy |
2,207
+100
| +5% | +$21.3K | 0.25% | 87 |
|
|
2021
Q4 | $535K | Buy |
2,107
+162
| +8% | +$41.1K | 0.26% | 85 |
|
|
2021
Q3 | $527K | Sell |
1,945
-449
| -19% | -$122K | 0.29% | 81 |
|
|
2021
Q2 | $583K | Buy |
2,394
+46
| +2% | +$11.2K | 0.18% | 85 |
|
|
2021
Q1 | $497K | Buy |
2,348
+446
| +23% | +$94.4K | 0.16% | 92 |
|
|
2020
Q4 | $422K | Sell |
1,902
-1,699
| -47% | -$377K | 0.28% | 83 |
|
|
2020
Q3 | $905K | Buy |
3,601
+1,116
| +45% | +$280K | 0.37% | 61 |
|
|
2020
Q2 | $465K | Buy |
2,485
+1,080
| +77% | +$202K | 0.41% | 65 |
|
|
2020
Q1 | $202K | Sell |
1,405
-14
| -1% | -$2.01K | 0.23% | 83 |
|
|
2019
Q4 | $230K | Sell |
1,419
-115
| -7% | -$18.6K | 0.2% | 91 |
|
|
2019
Q3 | $227K | Sell |
1,534
-141
| -8% | -$20.9K | 0.22% | 95 |
|
|
2019
Q2 | $252K | Sell |
1,675
-1,557
| -48% | -$234K | 0.24% | 88 |
|
|
2019
Q1 | $510K | Buy |
3,232
+1,734
| +116% | +$274K | 0.25% | 79 |
|
|
2018
Q4 | $204K | Buy |
+1,498
| New | +$204K | 0.24% | 90 |
|