Capital Bank & Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,300
| Closed | -$1.12M | – | 231 |
|
|
2021
Q1 | $1.12M | Sell |
5,300
-594
| -10% | -$126K | 0.01% | 217 |
|
|
2020
Q4 | $1.31M | Buy |
5,894
+284
| +5% | +$63.2K | 0.02% | 212 |
|
|
2020
Q3 | $1.41M | Buy |
5,610
+620
| +12% | +$156K | 0.02% | 195 |
|
|
2020
Q2 | $935K | Sell |
4,990
-252
| -5% | -$47.2K | 0.01% | 201 |
|
|
2020
Q1 | $755K | Buy |
5,242
+4
| +0.1% | +$576 | 0.01% | 193 |
|
|
2019
Q4 | $852K | Sell |
5,238
-212
| -4% | -$34.5K | 0.01% | 198 |
|
|
2019
Q3 | $809K | Buy |
5,450
+36
| +0.7% | +$5.34K | 0.01% | 190 |
|
|
2019
Q2 | $821K | Buy |
5,414
+146
| +3% | +$22.1K | 0.01% | 201 |
|
|
2019
Q1 | $834K | Sell |
5,268
-1,388
| -21% | -$220K | 0.01% | 198 |
|
|
2018
Q4 | $912K | Buy |
6,656
+684
| +11% | +$93.7K | 0.01% | 189 |
|
|
2018
Q3 | $950K | Sell |
5,972
-350
| -6% | -$55.7K | 0.01% | 198 |
|
|
2018
Q2 | $862K | Buy |
6,322
+5,539
| +707% | +$755K | 0.01% | 196 |
|
|
2018
Q1 | $91K | Hold |
783
| – | – | ﹤0.01% | 335 |
|
|
2017
Q4 | $80K | Sell |
783
-4,393
| -85% | -$449K | ﹤0.01% | 376 |
|
|
2017
Q3 | $484K | Buy |
5,176
+260
| +5% | +$24.3K | 0.01% | 209 |
|
|
2017
Q2 | $426K | Buy |
+4,916
| New | +$426K | 0.01% | 210 |
|