Ategra Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,503
| Closed | -$453K | – | 34 |
|
|
2024
Q1 | $453K | Hold |
1,503
| – | – | 0.2% | 68 |
|
|
2023
Q4 | $395K | Sell |
1,503
-377
| -20% | -$99.2K | 0.17% | 69 |
|
|
2023
Q3 | $381K | Hold |
1,880
| – | – | 0.21% | 70 |
|
|
2023
Q2 | $397K | Hold |
1,880
| – | – | 0.21% | 65 |
|
|
2023
Q1 | $376K | Hold |
1,880
| – | – | 0.21% | 69 |
|
|
2022
Q4 | $249K | Hold |
1,880
| – | – | 0.13% | 79 |
|
|
2022
Q3 | $270K | Sell |
1,880
-34
| -2% | -$4.89K | 0.14% | 78 |
|
|
2022
Q2 | $316K | Buy |
1,914
+808
| +73% | +$133K | 0.16% | 75 |
|
|
2022
Q1 | $235K | Buy |
1,106
+34
| +3% | +$7.22K | 0.1% | 94 |
|
|
2021
Q4 | $272K | Hold |
1,072
| – | – | 0.12% | 97 |
|
|
2021
Q3 | $291K | Hold |
1,072
| – | – | 0.14% | 88 |
|
|
2021
Q2 | $262K | Buy |
+1,072
| New | +$262K | 0.13% | 92 |
|