Disciplined Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-41
| Closed | -$8.66K | – | 423 |
|
|
2023
Q2 | $8.66K | Sell |
41
-3
| -7% | -$634 | ﹤0.01% | 337 |
|
|
2023
Q1 | $8.79K | Buy |
44
+17
| +63% | +$3.4K | ﹤0.01% | 359 |
|
|
2022
Q4 | $3.58K | Sell |
27
-4
| -13% | -$530 | ﹤0.01% | 455 |
|
|
2022
Q3 | $4K | Sell |
31
-13
| -30% | -$1.68K | ﹤0.01% | 454 |
|
|
2022
Q2 | $7K | Buy |
44
+6
| +16% | +$955 | ﹤0.01% | 400 |
|
|
2022
Q1 | $8K | Buy |
38
+28
| +280% | +$5.9K | ﹤0.01% | 391 |
|
|
2021
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 412 |
|
|
2021
Q3 | $3K | Buy |
10
+2
| +25% | +$600 | ﹤0.01% | 363 |
|
|
2021
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 373 |
|
|
2021
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 328 |
|
|
2020
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 280 |
|
|
2020
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 331 |
|
|
2020
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 371 |
|
|
2020
Q1 | $1K | Sell |
8
-23
| -74% | -$2.88K | ﹤0.01% | 385 |
|
|
2019
Q4 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 334 |
|