Cognios Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-376
| Closed | -$54K | – | 62 |
|
|
2020
Q1 | $54K | Buy |
+376
| New | +$54K | 0.03% | 187 |
|
|
2019
Q3 | – | Sell |
-8,455
| Closed | -$1.28M | – | 148 |
|
|
2019
Q2 | $1.28M | Sell |
8,455
-866
| -9% | -$131K | 0.49% | 100 |
|
|
2019
Q1 | $1.48M | Sell |
9,321
-9,661
| -51% | -$1.53M | 0.52% | 97 |
|
|
2018
Q4 | $2.6M | Buy |
18,982
+8,006
| +73% | +$1.1M | 1.05% | 17 |
|
|
2018
Q3 | $1.75M | Buy |
+10,976
| New | +$1.75M | 0.72% | 69 |
|