Cowen and Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-25,000
| Closed | -$30K | – | 615 |
|
|
2022
Q3 | $30K | Buy |
25,000
+18,750
| +300% | +$22.5K | ﹤0.01% | 298 |
|
|
2022
Q2 | $1.03M | Buy |
+6,250
| New | +$1.03M | 0.1% | 92 |
|
|
2022
Q1 | – | Sell |
-11,424
| Closed | -$2.9M | – | 515 |
|
|
2021
Q4 | $2.9M | Sell |
11,424
-7,434
| -39% | -$1.89M | 0.26% | 78 |
|
|
2021
Q3 | $5.12M | Buy |
18,858
+15,174
| +412% | +$4.12M | 0.24% | 48 |
|
|
2021
Q2 | $900K | Buy |
+3,684
| New | +$900K | 0.05% | 134 |
|