Ashfield Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $5.93M | Sell |
41,244
-3,406
| -8% | -$490K | 0.5% | 52 |
|
2022
Q2 | $7.37M | Buy |
44,650
+7,387
| +20% | +$1.22M | 0.57% | 49 |
|
2022
Q1 | $7.91M | Sell |
37,263
-605
| -2% | -$128K | 0.51% | 50 |
|
2021
Q4 | $9.62M | Buy |
37,868
+5,872
| +18% | +$1.49M | 0.62% | 43 |
|
2021
Q3 | $8.68M | Buy |
31,996
+893
| +3% | +$242K | 0.62% | 44 |
|
2021
Q2 | $7.6M | Buy |
31,103
+26,844
| +630% | +$6.56M | 0.54% | 50 |
|
2021
Q1 | $902K | Buy |
4,259
+2,278
| +115% | +$482K | 0.07% | 148 |
|
2020
Q4 | $441K | Buy |
1,981
+1,181
| +148% | +$263K | 0.04% | 188 |
|
2020
Q3 | $201K | Buy |
+800
| New | +$201K | 0.02% | 218 |
|