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 |
|