Bingham Osborn & Scarborough’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 |
-1,432
| Closed | -$388K | – | 33 |
|
|
2021
Q3 | $388K | Buy |
1,432
+95
| +7% | +$25.7K | 0.03% | 111 |
|
|
2021
Q2 | $327K | Buy |
+1,337
| New | +$327K | 0.02% | 121 |
|
|
2020
Q4 | – | Sell |
-13,077
| Closed | -$3.29M | – | 141 |
|
|
2020
Q3 | $3.29M | Sell |
13,077
-54
| -0.4% | -$13.6K | 0.25% | 32 |
|
|
2020
Q2 | $2.46M | Sell |
13,131
-1,049
| -7% | -$197K | 0.2% | 37 |
|
|
2020
Q1 | $2.04M | Sell |
14,180
-1,616
| -10% | -$233K | 0.2% | 36 |
|
|
2019
Q4 | $2.57M | Sell |
15,796
-1,210
| -7% | -$197K | 0.21% | 33 |
|
|
2019
Q3 | $2.52M | Buy |
17,006
+34
| +0.2% | +$5.05K | 0.22% | 32 |
|
|
2019
Q2 | $2.58M | Sell |
16,972
-2,988
| -15% | -$453K | 0.23% | 30 |
|
|
2019
Q1 | $3.16M | Sell |
19,960
-1,320
| -6% | -$209K | 0.29% | 29 |
|
|
2018
Q4 | $2.92M | Sell |
21,280
-2,320
| -10% | -$318K | 0.3% | 29 |
|
|
2018
Q3 | $3.75M | Sell |
23,600
-192
| -0.8% | -$30.5K | 0.33% | 26 |
|
|
2018
Q2 | $3.25M | Buy |
23,792
+1,096
| +5% | +$149K | 0.31% | 28 |
|
|
2018
Q1 | $2.64M | Sell |
22,696
-140
| -0.6% | -$16.3K | 0.25% | 31 |
|
|
2017
Q4 | $2.34M | Sell |
22,836
-1,220
| -5% | -$125K | 0.21% | 30 |
|
|
2017
Q3 | $2.25M | Sell |
24,056
-326
| -1% | -$30.5K | 0.21% | 31 |
|
|
2017
Q2 | $2.11M | Buy |
24,382
+5,981
| +33% | +$518K | 0.2% | 31 |
|
|
2017
Q1 | $1.52M | Sell |
18,401
-1,376
| -7% | -$114K | 0.15% | 33 |
|
|
2016
Q4 | $1.35M | Buy |
19,777
+1,236
| +7% | +$84.6K | 0.14% | 35 |
|
|
2016
Q3 | $1.32M | Buy |
18,541
+31
| +0.2% | +$2.21K | 0.14% | 36 |
|
|
2016
Q2 | $1.47M | Sell |
18,510
-477
| -3% | -$37.9K | 0.17% | 34 |
|
|
2016
Q1 | $1.4M | Sell |
18,987
-841
| -4% | -$62.1K | 0.16% | 35 |
|
|
2015
Q4 | $1.56M | Buy |
19,828
+902
| +5% | +$70.7K | 0.19% | 34 |
|
|
2015
Q3 | $1.31M | Buy |
18,926
+1,725
| +10% | +$120K | 0.17% | 38 |
|
|
2015
Q2 | $1.2M | Buy |
17,201
+2,010
| +13% | +$140K | 0.14% | 37 |
|
|
2015
Q1 | $1.02M | Buy |
+15,191
| New | +$1.02M | 0.12% | 39 |
|