Blue Edge Capital’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-6,175
Closed -$1.37M 96
2020
Q4
$1.37M Sell
6,175
-273
-4% -$60.8K 0.33% 63
2020
Q3
$1.62M Sell
6,448
-65
-1% -$16.3K 0.44% 51
2020
Q2
$1.22M Buy
6,513
+480
+8% +$89.9K 0.37% 58
2020
Q1
$869K Buy
6,033
+2,020
+50% +$291K 0.31% 59
2019
Q4
$653K Sell
4,013
-1,067
-21% -$174K 0.21% 68
2019
Q3
$754K Hold
5,080
0.26% 63
2019
Q2
$771K Buy
5,080
+1,457
+40% +$221K 0.27% 60
2019
Q1
$574K Buy
+3,623
New +$574K 0.22% 70