Column Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $64.9K | Sell |
320
-7
| -2% | -$1.42K | 0.01% | 283 |
|
|
2023
Q2 | $69.1K | Sell |
327
-6
| -2% | -$1.27K | 0.01% | 279 |
|
|
2023
Q1 | $66.5K | Hold |
333
| – | – | 0.01% | 282 |
|
|
2022
Q4 | $44.2K | Hold |
333
| – | – | 0.01% | 316 |
|
|
2022
Q3 | $48K | Hold |
333
| – | – | 0.01% | 279 |
|
|
2022
Q2 | $55K | Sell |
333
-80
| -19% | -$13.2K | 0.01% | 265 |
|
|
2022
Q1 | $88K | Buy |
413
+239
| +137% | +$50.9K | 0.02% | 216 |
|
|
2021
Q4 | $44K | Sell |
174
-1
| -0.6% | -$253 | 0.01% | 311 |
|
|
2021
Q3 | $47K | Buy |
175
+28
| +19% | +$7.52K | 0.01% | 276 |
|
|
2021
Q2 | $36K | Hold |
147
| – | – | 0.01% | 316 |
|
|
2021
Q1 | $31K | Hold |
147
| – | – | 0.01% | 328 |
|
|
2020
Q4 | $33K | Sell |
147
-15
| -9% | -$3.37K | 0.01% | 325 |
|
|
2020
Q3 | $41K | Sell |
162
-60
| -27% | -$15.2K | 0.01% | 275 |
|
|
2020
Q2 | $41K | Sell |
222
-1,039
| -82% | -$192K | 0.01% | 277 |
|
|
2020
Q1 | $182K | Sell |
1,261
-1,125
| -47% | -$162K | 0.07% | 76 |
|
|
2019
Q4 | $388K | Buy |
+2,386
| New | +$388K | 0.2% | 49 |
|