Chelsea Counsel Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-994
| Closed | -$211K | – | 103 |
|
|
2022
Q1 | $211K | Hold |
994
| – | – | 0.09% | 100 |
|
|
2021
Q4 | $253K | Hold |
994
| – | – | 0.11% | 87 |
|
|
2021
Q3 | $270K | Hold |
994
| – | – | 0.12% | 83 |
|
|
2021
Q2 | $243K | Hold |
994
| – | – | 0.11% | 86 |
|
|
2021
Q1 | $211K | Hold |
994
| – | – | 0.1% | 88 |
|
|
2020
Q4 | $221K | Sell |
994
-17
| -2% | -$3.78K | 0.11% | 83 |
|
|
2020
Q3 | $254K | Buy |
+1,011
| New | +$254K | 0.15% | 72 |
|
|
2015
Q4 | – | Sell |
-3,000
| Closed | -$208K | – | 138 |
|
|
2015
Q3 | $208K | Hold |
3,000
| – | – | 0.05% | 148 |
|
|
2015
Q2 | $209K | Buy |
+3,000
| New | +$209K | 0.05% | 151 |
|
|
2014
Q1 | – | Sell |
-4,000
| Closed | -$221K | – | 125 |
|
|
2013
Q4 | $221K | Buy |
+4,000
| New | +$221K | 0.05% | 101 |
|