Counsel Portfolio Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $6.97M | Hold |
87,714
| – | – | 0.69% | 34 |
|
|
2016
Q1 | $6.48M | Buy |
87,714
+500
| +0.6% | +$36.9K | 0.85% | 27 |
|
|
2015
Q4 | $6.84M | Buy |
87,214
+29,415
| +51% | +$2.31M | 0.72% | 28 |
|
|
2015
Q3 | $4.01M | Buy |
57,799
+34,415
| +147% | +$2.39M | 0.43% | 67 |
|
|
2015
Q2 | $1.63M | Buy |
+23,384
| New | +$1.63M | 0.17% | 156 |
|
|
2014
Q3 | – | Sell |
-49,268
| Closed | -$2.86M | – | 299 |
|
|
2014
Q2 | $2.86M | Sell |
49,268
-8,504
| -15% | -$494K | 0.27% | 108 |
|
|
2014
Q1 | $3.3M | Buy |
+57,772
| New | +$3.3M | 0.33% | 96 |
|