Antonetti Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $60.8K | Hold |
300
| – | – | 0.1% | 91 |
|
2023
Q2 | $63.4K | Hold |
300
| – | – | 0.09% | 84 |
|
2023
Q1 | $59.9K | Hold |
300
| – | – | 0.09% | 85 |
|
2022
Q4 | $39.8K | Sell |
300
-150
| -33% | -$19.9K | 0.05% | 114 |
|
2022
Q3 | $65K | Hold |
450
| – | – | 0.07% | 83 |
|
2022
Q2 | $74K | Sell |
450
-55
| -11% | -$9.04K | 0.08% | 84 |
|
2022
Q1 | $107K | Hold |
505
| – | – | 0.1% | 78 |
|
2021
Q4 | $128K | Sell |
505
-6
| -1% | -$1.52K | 0.1% | 104 |
|
2021
Q3 | $139K | Buy |
+511
| New | +$139K | 0.11% | 95 |
|