CAM
Concorde Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,764
| Closed | -$957K | – | 160 |
|
|
2021
Q4 | $957K | Buy |
3,764
+34
| +0.9% | +$8.65K | 0.57% | 65 |
|
|
2021
Q3 | $1.01M | Buy |
+3,730
| New | +$1.01M | 0.58% | 55 |
|
|
2019
Q3 | – | Sell |
-3,619
| Closed | -$549K | – | 155 |
|
|
2019
Q2 | $549K | Sell |
3,619
-70
| -2% | -$10.6K | 0.32% | 99 |
|
|
2019
Q1 | $585K | Buy |
+3,689
| New | +$585K | 0.38% | 88 |
|