Claraphi Advisory Network’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,989
| Closed | -$493K | – | 214 |
|
|
2022
Q2 | $493K | Sell |
2,989
-480
| -14% | -$79.2K | 0.17% | 139 |
|
|
2022
Q1 | $737K | Buy |
3,469
+14
| +0.4% | +$2.97K | 0.21% | 107 |
|
|
2021
Q4 | $878K | Sell |
3,455
-809
| -19% | -$206K | 0.31% | 75 |
|
|
2021
Q3 | $1.16M | Buy |
4,264
+253
| +6% | +$68.6K | 0.41% | 50 |
|
|
2021
Q2 | $980K | Sell |
4,011
-363
| -8% | -$88.7K | 0.3% | 69 |
|
|
2021
Q1 | $927K | Sell |
4,374
-93
| -2% | -$19.7K | 0.26% | 86 |
|
|
2020
Q4 | $994K | Buy |
4,467
+3,119
| +231% | +$694K | 0.27% | 70 |
|
|
2020
Q3 | $339K | Buy |
1,348
+10
| +0.7% | +$2.52K | 0.12% | 162 |
|
|
2020
Q2 | $251K | Sell |
1,338
-869
| -39% | -$163K | 0.11% | 191 |
|
|
2020
Q1 | $318K | Buy |
2,207
+767
| +53% | +$111K | 0.15% | 135 |
|
|
2019
Q4 | $234K | Sell |
1,440
-499
| -26% | -$81.1K | 0.14% | 162 |
|
|
2019
Q3 | $288K | Sell |
1,939
-2,101
| -52% | -$312K | 0.17% | 134 |
|
|
2019
Q2 | $613K | Buy |
4,040
+1,075
| +36% | +$163K | 0.36% | 64 |
|
|
2019
Q1 | $469K | Buy |
2,965
+1,421
| +92% | +$225K | 0.29% | 83 |
|
|
2018
Q4 | $211K | Sell |
1,544
-499
| -24% | -$68.2K | 0.16% | 178 |
|
|
2018
Q3 | $325K | Sell |
2,043
-179
| -8% | -$28.5K | 0.18% | 150 |
|
|
2018
Q2 | $303K | Sell |
2,222
-84
| -4% | -$11.5K | 0.2% | 151 |
|
|
2018
Q1 | $268K | Buy |
+2,306
| New | +$268K | 0.19% | 166 |
|