CSat Investment Advisory’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4K | Buy |
20
+7
| +54% | +$1.4K | ﹤0.01% | 501 |
|
|
2020
Q4 | $3K | Sell |
13
-9,159
| -100% | -$2.11M | ﹤0.01% | 504 |
|
|
2020
Q3 | $2.31M | Buy |
9,172
+366
| +4% | +$92K | 0.21% | 53 |
|
|
2020
Q2 | $1.65M | Buy |
8,806
+3,088
| +54% | +$579K | 0.2% | 48 |
|
|
2020
Q1 | $823K | Buy |
5,718
+1,674
| +41% | +$241K | 0.17% | 79 |
|
|
2019
Q4 | $658K | Buy |
4,044
+189
| +5% | +$30.8K | 0.17% | 103 |
|
|
2019
Q3 | $572K | Buy |
3,855
+475
| +14% | +$70.5K | 0.18% | 98 |
|
|
2019
Q2 | $512K | Buy |
3,380
+3,364
| +21,025% | +$510K | 0.18% | 99 |
|
|
2019
Q1 | $3K | Sell |
16
-2
| -11% | -$375 | ﹤0.01% | 525 |
|
|
2018
Q4 | $2K | Buy |
18
+5
| +38% | +$556 | ﹤0.01% | 526 |
|
|
2018
Q3 | $2K | Sell |
13
-1
| -7% | -$154 | ﹤0.01% | 523 |
|
|
2018
Q2 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 525 |
|