Commons Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,139
| Closed | -$452K | – | 58 |
|
2023
Q2 | $452K | Sell |
2,139
-391
| -15% | -$82.6K | 0.68% | 33 |
|
2023
Q1 | $505K | Sell |
2,530
-113
| -4% | -$22.6K | 0.81% | 30 |
|
2022
Q4 | $350K | Sell |
2,643
-100
| -4% | -$13.3K | 0.58% | 50 |
|
2022
Q3 | $394K | Sell |
2,743
-490
| -15% | -$70.4K | 0.62% | 40 |
|
2022
Q2 | $534K | Sell |
3,233
-2,928
| -48% | -$484K | 0.81% | 35 |
|
2022
Q1 | $1.31M | Sell |
6,161
-946
| -13% | -$201K | 1.41% | 13 |
|
2021
Q4 | $1.81M | Buy |
+7,107
| New | +$1.81M | 1.79% | 9 |
|