Chase Investment Counsel’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,339
| Closed | -$3.11M | – | 131 |
|
|
2024
Q1 | $3.11M | Sell |
10,339
-38
| -0.4% | -$11.4K | 1.16% | 33 |
|
|
2023
Q4 | $2.73M | Buy |
10,377
+36
| +0.3% | +$9.47K | 1.21% | 31 |
|
|
2023
Q3 | $2.1M | Sell |
10,341
-10,934
| -51% | -$2.22M | 1.05% | 41 |
|
|
2023
Q2 | $4.49M | Buy |
21,275
+1,783
| +9% | +$377K | 2.27% | 9 |
|
|
2023
Q1 | $3.89M | Buy |
+19,492
| New | +$3.89M | 2.15% | 15 |
|