Berkshire Capital Holdings’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-10
| Closed | -$3K | – | 72 |
|
2020
Q3 | $3K | Hold |
10
| – | – | ﹤0.01% | 34 |
|
2020
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 34 |
|
2020
Q1 | $1K | Sell |
10
-57,240
| -100% | -$5.72M | ﹤0.01% | 31 |
|
2019
Q4 | $9.4M | Sell |
57,250
-12,780
| -18% | -$2.1M | 3% | 18 |
|
2019
Q3 | $10.4M | Buy |
70,030
+70,020
| +700,200% | +$10.4M | 3.45% | 16 |
|
2019
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 30 |
|
2019
Q1 | $2K | Sell |
10
-80,470
| -100% | -$16.1M | ﹤0.01% | 24 |
|
2018
Q4 | $11M | Sell |
80,480
-19,290
| -19% | -$2.64M | 7.35% | 5 |
|
2018
Q3 | $15.9M | Buy |
99,770
+12,020
| +14% | +$1.91M | 7.82% | 2 |
|
2018
Q2 | $12M | Buy |
87,750
+39,830
| +83% | +$5.43M | 7.74% | 3 |
|
2018
Q1 | $5.57M | Buy |
+47,920
| New | +$5.57M | 4.98% | 7 |
|