Capital Guardian Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,331
| Closed | -$371K | – | 302 |
|
|
2018
Q3 | $371K | Buy |
+2,331
| New | +$371K | 0.01% | 214 |
|
|
2018
Q2 | – | Sell |
-4,465
| Closed | -$519K | – | 230 |
|
|
2018
Q1 | $519K | Hold |
4,465
| – | – | 0.01% | 208 |
|
|
2017
Q4 | $456K | Buy |
+4,465
| New | +$456K | 0.01% | 200 |
|
|
2017
Q2 | – | Sell |
-4,916
| Closed | -$406K | – | 277 |
|
|
2017
Q1 | $406K | Sell |
4,916
-982
| -17% | -$81.1K | ﹤0.01% | 277 |
|
|
2016
Q4 | $404K | Buy |
5,898
+1,320
| +29% | +$90.4K | ﹤0.01% | 292 |
|
|
2016
Q3 | $327K | Buy |
4,578
+113
| +3% | +$8.07K | ﹤0.01% | 295 |
|
|
2016
Q2 | $355K | Hold |
4,465
| – | – | ﹤0.01% | 299 |
|
|
2016
Q1 | $330K | Sell |
4,465
-690
| -13% | -$51K | ﹤0.01% | 306 |
|
|
2015
Q4 | $404K | Buy |
5,155
+662
| +15% | +$51.9K | ﹤0.01% | 295 |
|
|
2015
Q3 | $312K | Hold |
4,493
| – | – | ﹤0.01% | 304 |
|
|
2015
Q2 | $313K | Hold |
4,493
| – | – | ﹤0.01% | 310 |
|
|
2015
Q1 | $300K | Hold |
4,493
| – | – | ﹤0.01% | 311 |
|
|
2014
Q4 | $266K | Hold |
4,493
| – | – | ﹤0.01% | 313 |
|
|
2014
Q3 | $258K | Buy |
+4,493
| New | +$258K | ﹤0.01% | 303 |
|