Cadinha & Co’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 |
-1,016
| Closed | -$216K | – | 97 |
|
|
2022
Q1 | $216K | Sell |
1,016
-3,034
| -75% | -$645K | 0.03% | 104 |
|
|
2021
Q4 | $1.03M | Sell |
4,050
-3,620
| -47% | -$920K | 0.14% | 60 |
|
|
2021
Q3 | $2.08M | Sell |
7,670
-1,078
| -12% | -$292K | 0.3% | 43 |
|
|
2021
Q2 | $2.14M | Sell |
8,748
-62,207
| -88% | -$15.2M | 0.29% | 45 |
|
|
2021
Q1 | $15M | Buy |
70,955
+68,880
| +3,320% | +$14.6M | 2.16% | 26 |
|
|
2020
Q4 | $462K | Buy |
2,075
+745
| +56% | +$166K | 0.06% | 81 |
|
|
2020
Q3 | $334K | Sell |
1,330
-900
| -40% | -$226K | 0.06% | 83 |
|
|
2020
Q2 | $418K | Sell |
2,230
-6,410
| -74% | -$1.2M | 0.07% | 71 |
|
|
2020
Q1 | $1.24M | Buy |
8,640
+245
| +3% | +$35.3K | 0.33% | 37 |
|
|
2019
Q4 | $1.37M | Sell |
8,395
-9,282
| -53% | -$1.51M | 0.19% | 65 |
|
|
2019
Q3 | $2.62M | Buy |
17,677
+87
| +0.5% | +$12.9K | 0.42% | 40 |
|
|
2019
Q2 | $2.67M | Buy |
17,590
+1,455
| +9% | +$221K | 0.48% | 35 |
|
|
2019
Q1 | $2.56M | Buy |
16,135
+9,800
| +155% | +$1.55M | 0.5% | 36 |
|
|
2018
Q4 | $868K | Buy |
6,335
+2,400
| +61% | +$329K | 0.22% | 56 |
|
|
2018
Q3 | $626K | Hold |
3,935
| – | – | 0.1% | 81 |
|
|
2018
Q2 | $537K | Buy |
3,935
+70
| +2% | +$9.55K | 0.1% | 78 |
|
|
2018
Q1 | $449K | Buy |
3,865
+945
| +32% | +$110K | 0.09% | 80 |
|
|
2017
Q4 | $299K | Hold |
2,920
| – | – | 0.04% | 112 |
|
|
2017
Q3 | $273K | Buy |
+2,920
| New | +$273K | 0.05% | 112 |
|