CIM
Calvert Investment Management’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-31,933
| Closed | -$2.19M | – | 153 |
|
2016
Q4 | $2.19M | Sell |
31,933
-2,391
| -7% | -$164K | 0.08% | 280 |
|
2016
Q3 | $2.45M | Buy |
34,324
+2,205
| +7% | +$157K | 0.09% | 270 |
|
2016
Q2 | $2.55M | Sell |
32,119
-140
| -0.4% | -$11.1K | 0.1% | 221 |
|
2016
Q1 | $2.38M | Buy |
32,259
+6,782
| +27% | +$501K | 0.11% | 200 |
|
2015
Q4 | $2M | Buy |
25,477
+6,804
| +36% | +$533K | 0.09% | 206 |
|
2015
Q3 | $1.3M | Sell |
18,673
-44
| -0.2% | -$3.05K | 0.06% | 191 |
|
2015
Q2 | $1.3M | Sell |
18,717
-8,147
| -30% | -$567K | 0.06% | 206 |
|
2015
Q1 | $1.8M | Buy |
26,864
+3,634
| +16% | +$243K | 0.12% | 164 |
|
2014
Q4 | $1.38M | Buy |
23,230
+2,104
| +10% | +$125K | 0.09% | 190 |
|
2014
Q3 | $1.22M | Buy |
21,126
+15,835
| +299% | +$911K | 0.09% | 189 |
|
2014
Q2 | $307K | Hold |
5,291
| – | – | 0.02% | 293 |
|
2014
Q1 | $302K | Buy |
5,291
+10
| +0.2% | +$571 | 0.02% | 286 |
|
2013
Q4 | $291K | Hold |
5,281
| – | – | 0.02% | 281 |
|
2013
Q3 | $274K | Sell |
5,281
-433
| -8% | -$22.5K | 0.03% | 274 |
|
2013
Q2 | $218K | Buy |
+5,714
| New | +$218K | 0.03% | 281 |
|