Burleson & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.99M | Buy |
22,564
+3,813
| +20% | +$506K | 0.75% | 42 |
|
|
2022
Q3 | $2.7M | Buy |
18,751
+1,230
| +7% | +$177K | 0.58% | 43 |
|
|
2022
Q2 | $2.89M | Sell |
17,521
-1,702
| -9% | -$281K | 0.63% | 40 |
|
|
2022
Q1 | $4.08M | Buy |
19,223
+16,207
| +537% | +$3.44M | 0.65% | 38 |
|
|
2021
Q4 | $766K | Buy |
3,016
+2,686
| +814% | +$682K | 0.11% | 87 |
|
|
2021
Q3 | $90K | Sell |
330
-4
| -1% | -$1.09K | 0.01% | 162 |
|
|
2021
Q2 | $82K | Buy |
334
+32
| +11% | +$7.86K | 0.01% | 165 |
|
|
2021
Q1 | $64K | Buy |
+302
| New | +$64K | 0.01% | 171 |
|