Country Club Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.39M | Buy |
5,426
+818
| +18% | +$209K | 0.11% | 153 |
|
|
2021
Q3 | $1.25M | Buy |
4,608
+167
| +4% | +$45.2K | 0.11% | 147 |
|
|
2021
Q2 | $1.09M | Buy |
4,441
+477
| +12% | +$117K | 0.1% | 151 |
|
|
2021
Q1 | $832K | Buy |
3,964
+2,442
| +160% | +$513K | 0.08% | 161 |
|
|
2020
Q4 | $338K | Buy |
+1,522
| New | +$338K | 0.03% | 200 |
|
|
2017
Q2 | – | Sell |
-6,532
| Closed | -$539K | – | 186 |
|
|
2017
Q1 | $539K | Buy |
+6,532
| New | +$539K | 0.07% | 137 |
|
|
2016
Q2 | – | Sell |
-12,200
| Closed | -$901K | – | 201 |
|
|
2016
Q1 | $901K | Hold |
12,200
| – | – | 0.14% | 118 |
|
|
2015
Q4 | $956K | Sell |
12,200
-300
| -2% | -$23.5K | 0.15% | 120 |
|
|
2015
Q3 | $868K | Buy |
+12,500
| New | +$868K | 0.13% | 126 |
|