CAM
Crestone Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,820
| Closed | -$463K | – | 92 |
|
|
2021
Q4 | $463K | Buy |
1,820
+5
| +0.3% | +$1.27K | 0.09% | 61 |
|
|
2021
Q3 | $492K | Buy |
1,815
+496
| +38% | +$134K | 0.11% | 58 |
|
|
2021
Q2 | $322K | Buy |
1,319
+121
| +10% | +$29.5K | 0.07% | 66 |
|
|
2021
Q1 | $254K | Sell |
1,198
-170
| -12% | -$36K | 0.07% | 63 |
|
|
2020
Q4 | $304K | Buy |
+1,368
| New | +$304K | 0.08% | 54 |
|