Copperwynd Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,641
| Closed | -$996K | – | 139 |
|
|
2024
Q3 | $996K | Buy |
3,641
+444
| +14% | +$122K | 0.3% | 60 |
|
|
2024
Q2 | $827K | Buy |
3,197
+599
| +23% | +$155K | 0.27% | 69 |
|
|
2024
Q1 | $782K | Buy |
2,598
+112
| +5% | +$33.7K | 0.28% | 62 |
|
|
2023
Q4 | $654K | Buy |
2,486
+81
| +3% | +$21.3K | 0.26% | 75 |
|
|
2023
Q3 | $488K | Sell |
2,405
-468
| -16% | -$94.9K | 0.23% | 88 |
|
|
2023
Q2 | $607K | Sell |
2,873
-9,865
| -77% | -$2.08M | 0.28% | 81 |
|
|
2023
Q1 | $2.54M | Buy |
12,738
+10,322
| +427% | +$2.06M | 1.3% | 13 |
|
|
2022
Q4 | $320K | Sell |
2,416
-247
| -9% | -$32.8K | 0.18% | 107 |
|
|
2022
Q3 | $383K | Sell |
2,663
-65
| -2% | -$9.35K | 0.22% | 95 |
|
|
2022
Q2 | $450K | Sell |
2,728
-321
| -11% | -$53K | 0.26% | 88 |
|
|
2022
Q1 | $647K | Buy |
3,049
+240
| +9% | +$50.9K | 0.27% | 79 |
|
|
2021
Q4 | $714K | Buy |
2,809
+198
| +8% | +$50.3K | 0.27% | 67 |
|
|
2021
Q3 | $708K | Buy |
2,611
+281
| +12% | +$76.2K | 0.29% | 61 |
|
|
2021
Q2 | $569K | Buy |
2,330
+339
| +17% | +$82.8K | 0.24% | 83 |
|
|
2021
Q1 | $422K | Buy |
1,991
+516
| +35% | +$109K | 0.19% | 102 |
|
|
2020
Q4 | $328K | Sell |
1,475
-111
| -7% | -$24.7K | 0.16% | 103 |
|
|
2020
Q3 | $399K | Buy |
1,586
+420
| +36% | +$106K | 0.21% | 79 |
|
|
2020
Q2 | $218K | Buy |
+1,166
| New | +$218K | 0.12% | 96 |
|