CMBA
C.M. Bidwell & Associates’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-457
| Closed | -$116K | – | 549 |
|
|
2021
Q4 | $116K | Buy |
+457
| New | +$116K | 0.07% | 229 |
|
|
2021
Q1 | – | Sell |
-810
| Closed | -$180K | – | 516 |
|
|
2020
Q4 | $180K | Sell |
810
-93
| -10% | -$20.7K | 0.15% | 124 |
|
|
2020
Q3 | $227K | Buy |
903
+246
| +37% | +$61.8K | 0.21% | 90 |
|
|
2020
Q2 | $123K | Sell |
657
-2,570
| -80% | -$481K | 0.11% | 180 |
|
|
2020
Q1 | $465K | Buy |
+3,227
| New | +$465K | 0.49% | 48 |
|
|
2019
Q4 | – | Sell |
-28
| Closed | -$4K | – | 412 |
|
|
2019
Q3 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 354 |
|
|
2019
Q2 | – | Sell |
-1,835
| Closed | -$291K | – | 406 |
|
|
2019
Q1 | $291K | Sell |
1,835
-50
| -3% | -$7.93K | 0.29% | 96 |
|
|
2018
Q4 | $258K | Buy |
1,885
+15
| +0.8% | +$2.05K | 0.28% | 94 |
|
|
2018
Q3 | $297K | Sell |
1,870
-190
| -9% | -$30.2K | 0.28% | 94 |
|
|
2018
Q2 | $281K | Sell |
2,060
-500
| -20% | -$68.2K | 0.26% | 104 |
|
|
2018
Q1 | $298K | Buy |
+2,560
| New | +$298K | 0.27% | 101 |
|