Bourgeon Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-322
| Closed | -$84.7K | – | 157 |
|
|
2023
Q4 | $84.7K | Buy |
322
+292
| +973% | +$76.8K | 0.02% | 128 |
|
|
2023
Q3 | $6.08K | Hold |
30
| – | – | ﹤0.01% | 250 |
|
|
2023
Q2 | $6.34K | Hold |
30
| – | – | ﹤0.01% | 268 |
|
|
2023
Q1 | $5.99K | Hold |
30
| – | – | ﹤0.01% | 256 |
|
|
2022
Q4 | $3.98K | Sell |
30
-30
| -50% | -$3.98K | ﹤0.01% | 284 |
|
|
2022
Q3 | $9K | Buy |
60
+30
| +100% | +$4.5K | ﹤0.01% | 223 |
|
|
2022
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 248 |
|
|
2022
Q1 | $6K | Hold |
30
| – | – | ﹤0.01% | 247 |
|
|
2021
Q4 | $8K | Hold |
30
| – | – | ﹤0.01% | 227 |
|
|
2021
Q3 | $8K | Hold |
30
| – | – | ﹤0.01% | 238 |
|
|
2021
Q2 | $7K | Hold |
30
| – | – | ﹤0.01% | 241 |
|
|
2021
Q1 | $6K | Sell |
30
-400
| -93% | -$80K | ﹤0.01% | 244 |
|
|
2020
Q4 | $96K | Hold |
430
| – | – | 0.02% | 121 |
|
|
2020
Q3 | $108K | Buy |
430
+400
| +1,333% | +$100K | 0.03% | 108 |
|
|
2020
Q2 | $6K | Hold |
30
| – | – | ﹤0.01% | 208 |
|
|
2020
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 222 |
|
|
2019
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 210 |
|
|
2019
Q3 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 210 |
|