Claraphi Advisory Network’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $493K | Sell |
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|
2022
Q1 | $737K | Buy |
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|
2021
Q4 | $878K | Sell |
|
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|
2021
Q3 | $1.16M | Buy |
|
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|
2021
Q2 | $980K | Sell |
|
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|
2021
Q1 | $927K | Sell |
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|
2020
Q4 | $994K | Buy |
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|
2020
Q3 | $339K | Buy |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $318K | Buy |
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|
2019
Q4 | $234K | Sell |
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|
2019
Q3 | $288K | Sell |
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|
2019
Q2 | $613K | Buy |
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|
2019
Q1 | $469K | Buy |
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|
2018
Q4 | $211K | Sell |
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|
2018
Q3 | $325K | Sell |
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|
2018
Q2 | $303K | Sell |
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|
2018
Q1 | $268K | Buy |
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