Buckley Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,477
| Closed | -$951K | – | 145 |
|
|
2022
Q1 | $951K | Buy |
4,477
+278
| +7% | +$59.1K | 0.26% | 72 |
|
|
2021
Q4 | $1.07M | Buy |
4,199
+382
| +10% | +$97.1K | 0.31% | 58 |
|
|
2021
Q3 | $1.04M | Sell |
3,817
-215
| -5% | -$58.3K | 0.33% | 49 |
|
|
2021
Q2 | $985K | Sell |
4,032
-181
| -4% | -$44.2K | 0.34% | 49 |
|
|
2021
Q1 | $893K | Buy |
4,213
+1,053
| +33% | +$223K | 0.33% | 60 |
|
|
2020
Q4 | $703K | Sell |
3,160
-930
| -23% | -$207K | 0.29% | 62 |
|
|
2020
Q3 | $1.03M | Sell |
4,090
-85
| -2% | -$21.4K | 0.46% | 41 |
|
|
2020
Q2 | $782K | Sell |
4,175
-326
| -7% | -$61.1K | 0.35% | 52 |
|
|
2020
Q1 | $648K | Sell |
4,501
-425
| -9% | -$61.2K | 0.35% | 57 |
|
|
2019
Q4 | $801K | Sell |
4,926
-290
| -6% | -$47.2K | 0.36% | 46 |
|
|
2019
Q3 | $774K | Buy |
5,216
+370
| +8% | +$54.9K | 0.38% | 47 |
|
|
2019
Q2 | $735K | Buy |
4,846
+290
| +6% | +$44K | 0.34% | 56 |
|
|
2019
Q1 | $722K | Buy |
+4,556
| New | +$722K | 0.34% | 56 |
|