DF Dent & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,259
| Closed | -$267K | – | 239 |
|
|
2021
Q1 | $267K | Buy |
1,259
+138
| +12% | +$29.3K | ﹤0.01% | 209 |
|
|
2020
Q4 | $249K | Sell |
1,121
-121
| -10% | -$26.9K | ﹤0.01% | 208 |
|
|
2020
Q3 | $312K | Hold |
1,242
| – | – | ﹤0.01% | 182 |
|
|
2020
Q2 | $233K | Buy |
+1,242
| New | +$233K | ﹤0.01% | 185 |
|
|
2019
Q3 | – | Sell |
-1,500
| Closed | -$228K | – | 215 |
|
|
2019
Q2 | $228K | Sell |
1,500
-748
| -33% | -$114K | ﹤0.01% | 200 |
|
|
2019
Q1 | $356K | Hold |
2,248
| – | – | 0.01% | 184 |
|
|
2018
Q4 | $308K | Buy |
2,248
+100
| +5% | +$13.7K | 0.01% | 197 |
|
|
2018
Q3 | $342K | Buy |
2,148
+45
| +2% | +$7.17K | 0.01% | 211 |
|
|
2018
Q2 | $287K | Hold |
2,103
| – | – | 0.01% | 213 |
|
|
2018
Q1 | $245K | Hold |
2,103
| – | – | 0.01% | 225 |
|
|
2017
Q4 | $215K | Buy |
+2,103
| New | +$215K | 0.01% | 220 |
|