Boston Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $8.88M | Buy |
59,805
+1,594
| +3% | +$237K | 0.46% | 46 |
|
|
2019
Q2 | $8.83M | Sell |
58,211
-12,000
| -17% | -$1.82M | 0.47% | 50 |
|
|
2019
Q1 | $11.1M | Buy |
70,211
+67,511
| +2,500% | +$10.7M | 0.57% | 34 |
|
|
2018
Q4 | $370K | Hold |
2,700
| – | – | 0.02% | 497 |
|
|
2018
Q3 | $429K | Sell |
2,700
-1,100
| -29% | -$175K | 0.02% | 502 |
|
|
2018
Q2 | $518K | Hold |
3,800
| – | – | 0.01% | 482 |
|
|
2018
Q1 | $442K | Hold |
3,800
| – | – | 0.01% | 518 |
|
|
2017
Q4 | $388K | Buy |
+3,800
| New | +$388K | 0.01% | 543 |
|