Cornerstone Advisors (Washington)’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,435
| Closed | -$521K | – | 965 |
|
|
2019
Q2 | $521K | Buy |
3,435
+195
| +6% | +$29.6K | 0.05% | 52 |
|
|
2019
Q1 | $513K | Buy |
3,240
+190
| +6% | +$30.1K | 0.05% | 55 |
|
|
2018
Q4 | $418K | Buy |
3,050
+37
| +1% | +$5.07K | 0.07% | 59 |
|
|
2018
Q3 | $479K | Buy |
3,013
+118
| +4% | +$18.8K | 0.31% | 52 |
|
|
2018
Q2 | $395K | Sell |
2,895
-468
| -14% | -$63.9K | 0.27% | 63 |
|
|
2018
Q1 | $391K | Hold |
3,363
| – | – | 0.27% | 57 |
|
|
2017
Q4 | $344K | Sell |
3,363
-630
| -16% | -$64.4K | 0.23% | 65 |
|
|
2017
Q3 | $373K | Buy |
3,993
+184
| +5% | +$17.2K | 0.26% | 60 |
|
|
2017
Q2 | $330K | Sell |
3,809
-184
| -5% | -$15.9K | 0.18% | 62 |
|
|
2017
Q1 | $329K | Sell |
3,993
-30
| -0.7% | -$2.47K | 0.18% | 61 |
|
|
2016
Q4 | $275K | Sell |
4,023
-244
| -6% | -$16.7K | 0.23% | 65 |
|
|
2016
Q3 | $304K | Buy |
4,267
+715
| +20% | +$50.9K | 0.26% | 53 |
|
|
2016
Q2 | $282K | Buy |
3,552
+35
| +1% | +$2.78K | 0.29% | 43 |
|
|
2016
Q1 | $260K | Buy |
3,517
+27
| +0.8% | +$2K | 0.27% | 47 |
|
|
2015
Q4 | $274K | Sell |
3,490
-3,799
| -52% | -$298K | 0.3% | 37 |
|
|
2015
Q3 | $506K | Sell |
7,289
-947
| -11% | -$65.7K | 0.45% | 22 |
|
|
2015
Q2 | $573K | Hold |
8,236
| – | – | 0.47% | 22 |
|
|
2015
Q1 | $550K | Buy |
8,236
+271
| +3% | +$18.1K | 0.43% | 22 |
|
|
2014
Q4 | $472K | Buy |
7,965
+7,613
| +2,163% | +$451K | 0.35% | 38 |
|
|
2014
Q3 | $20K | Sell |
352
-12
| -3% | -$682 | 0.02% | 131 |
|
|
2014
Q2 | $21K | Hold |
364
| – | – | 0.02% | 142 |
|
|
2014
Q1 | $21K | Buy |
364
+292
| +406% | +$16.8K | 0.02% | 130 |
|
|
2013
Q4 | $4K | Hold |
72
| – | – | 0.01% | 190 |
|
|
2013
Q3 | $4K | Hold |
72
| – | – | 0.01% | 179 |
|
|
2013
Q2 | $3K | Buy |
+72
| New | +$3K | 0.01% | 150 |
|