Credit Capital Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-3,900
| Closed | -$517K | – | 66 |
|
2022
Q4 | $517K | Buy |
3,900
+1,258
| +48% | +$167K | 0.75% | 23 |
|
2022
Q3 | $380K | Sell |
2,642
-1,900
| -42% | -$273K | 0.51% | 34 |
|
2022
Q2 | $750K | Buy |
4,542
+600
| +15% | +$99.1K | 0.85% | 25 |
|
2022
Q1 | $837K | Buy |
3,942
+723
| +22% | +$154K | 0.78% | 19 |
|
2021
Q4 | $818K | Buy |
+3,219
| New | +$818K | 0.79% | 21 |
|
2021
Q2 | – | Sell |
-1,043
| Closed | -$221K | – | 31 |
|
2021
Q1 | $221K | Buy |
+1,043
| New | +$221K | 0.25% | 26 |
|