Cardan Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $491K | Hold |
1,812
| – | – | 0.06% | 158 |
|
|
2021
Q2 | $443K | Sell |
1,812
-100
| -5% | -$24.4K | 0.05% | 166 |
|
|
2021
Q1 | $405K | Hold |
1,912
| – | – | 0.05% | 163 |
|
|
2020
Q4 | $425K | Hold |
1,912
| – | – | 0.05% | 149 |
|
|
2020
Q3 | $481K | Buy |
1,912
+100
| +6% | +$25.2K | 0.06% | 149 |
|
|
2020
Q2 | $339K | Buy |
+1,812
| New | +$339K | 0.05% | 165 |
|
|
2019
Q4 | – | Sell |
-1,551
| Closed | -$230K | – | 185 |
|
|
2019
Q3 | $230K | Buy |
+1,551
| New | +$230K | 0.03% | 179 |
|