CI
CAZ Investments’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,800
| Closed | -$2.56M | – | 41 |
|
|
2023
Q1 | $2.56M | Sell |
12,800
-3,000
| -19% | -$599K | 5.19% | 4 |
|
|
2022
Q4 | $2.1M | Buy |
15,800
+7,900
| +100% | +$1.05M | 3.76% | 4 |
|
|
2022
Q3 | $1.14M | Hold |
7,900
| – | – | 4.76% | 6 |
|
|
2022
Q2 | $1.3M | Buy |
7,900
+300
| +4% | +$49.5K | 4% | 5 |
|
|
2022
Q1 | $1.61M | Buy |
+7,600
| New | +$1.61M | 0.91% | 5 |
|
|
2020
Q3 | – | Sell |
-10,900
| Closed | -$2.04M | – | 32 |
|
|
2020
Q2 | $2.04M | Buy |
10,900
+9,400
| +627% | +$1.76M | 1.92% | 11 |
|
|
2020
Q1 | $216K | Buy |
+1,500
| New | +$216K | 0.55% | 26 |
|
|
2016
Q2 | – | Sell |
-6,000
| Closed | -$443K | – | 27 |
|
|
2016
Q1 | $443K | Buy |
6,000
+3,000
| +100% | +$222K | 0.67% | 27 |
|
|
2015
Q4 | $235K | Hold |
3,000
| – | – | 0.33% | 29 |
|
|
2015
Q3 | $208K | Sell |
3,000
-6
| -0.2% | -$416 | 0.17% | 31 |
|
|
2015
Q2 | $209K | Hold |
3,006
| – | – | 0.11% | 102 |
|
|
2015
Q1 | $201K | Buy |
+3,006
| New | +$201K | 0.14% | 112 |
|