Carroll Investors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-46,424
| Closed | -$6.68M | – | 42 |
|
|
2022
Q3 | $6.68M | Buy |
46,424
+3,410
| +8% | +$491K | 5.39% | 7 |
|
|
2022
Q2 | $7.1M | Buy |
43,014
+2,601
| +6% | +$429K | 6.45% | 7 |
|
|
2022
Q1 | $8.51M | Buy |
40,413
+7,467
| +23% | +$1.57M | 5.44% | 9 |
|
|
2021
Q4 | $8.3M | Buy |
+32,946
| New | +$8.3M | 4.71% | 10 |
|