ArchPoint Investors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,346
| Closed | -$365K | – | 81 |
|
2021
Q3 | $365K | Buy |
+1,346
| New | +$365K | 0.11% | 65 |
|
2019
Q3 | – | Sell |
-772
| Closed | -$117K | – | 133 |
|
2019
Q2 | $117K | Hold |
772
| – | – | 0.04% | 90 |
|
2019
Q1 | $122K | Hold |
772
| – | – | 0.04% | 88 |
|
2018
Q4 | $106K | Hold |
772
| – | – | 0.04% | 82 |
|
2018
Q3 | $123K | Buy |
+772
| New | +$123K | 0.03% | 98 |
|
2018
Q2 | – | Sell |
-337
| Closed | -$39K | – | 139 |
|
2018
Q1 | $39K | Hold |
337
| – | – | 0.01% | 135 |
|
2017
Q4 | $34K | Buy |
+337
| New | +$34K | 0.01% | 130 |
|