Balasa Dinverno & Foltz’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $433K | Sell |
3,012
-350
| -10% | -$50.3K | 0.03% | 219 |
|
|
2022
Q2 | $555K | Buy |
3,362
+1,134
| +51% | +$187K | 0.03% | 187 |
|
|
2022
Q1 | $473K | Sell |
2,228
-430
| -16% | -$91.3K | 0.03% | 202 |
|
|
2021
Q4 | $675K | Sell |
2,658
-22
| -0.8% | -$5.59K | 0.04% | 174 |
|
|
2021
Q3 | $727K | Buy |
2,680
+507
| +23% | +$138K | 0.05% | 153 |
|
|
2021
Q2 | $531K | Buy |
2,173
+429
| +25% | +$105K | 0.04% | 180 |
|
|
2021
Q1 | $370K | Sell |
1,744
-211
| -11% | -$44.8K | 0.03% | 211 |
|
|
2020
Q4 | $435K | Buy |
1,955
+174
| +10% | +$38.7K | 0.04% | 181 |
|
|
2020
Q3 | $448K | Buy |
1,781
+253
| +17% | +$63.6K | 0.04% | 163 |
|
|
2020
Q2 | $286K | Sell |
1,528
-24
| -2% | -$4.49K | 0.03% | 180 |
|
|
2020
Q1 | $223K | Buy |
1,552
+15
| +1% | +$2.16K | 0.03% | 222 |
|
|
2019
Q4 | $250K | Buy |
1,537
+24
| +2% | +$3.9K | 0.03% | 226 |
|
|
2019
Q3 | $225K | Sell |
1,513
-248
| -14% | -$36.9K | 0.03% | 231 |
|
|
2019
Q2 | $267K | Sell |
1,761
-374
| -18% | -$56.7K | 0.03% | 197 |
|
|
2019
Q1 | $338K | Buy |
2,135
+167
| +8% | +$26.4K | 0.04% | 172 |
|
|
2018
Q4 | $270K | Buy |
1,968
+382
| +24% | +$52.4K | 0.03% | 181 |
|
|
2018
Q3 | $252K | Buy |
+1,586
| New | +$252K | 0.03% | 211 |
|