Edge Capital Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.67M | Sell |
8,000
-542
| -6% | -$181K | 0.12% | 119 |
|
|
2024
Q3 | $2.34M | Buy |
8,542
+281
| +3% | +$76.9K | 0.1% | 118 |
|
|
2024
Q2 | $2.12M | Buy |
8,261
+158
| +2% | +$40.6K | 0.1% | 122 |
|
|
2024
Q1 | $2.44M | Buy |
8,103
+40
| +0.5% | +$12K | 0.12% | 117 |
|
|
2023
Q4 | $2.12M | Buy |
8,063
+24
| +0.3% | +$6.32K | 0.12% | 121 |
|
|
2023
Q3 | $1.63M | Sell |
8,039
-28
| -0.3% | -$5.68K | 0.11% | 127 |
|
|
2023
Q2 | $1.7M | Sell |
8,067
-126
| -2% | -$26.6K | 0.1% | 139 |
|
|
2023
Q1 | $1.64M | Sell |
8,193
-320
| -4% | -$63.9K | 0.1% | 136 |
|
|
2022
Q4 | $1.13M | Buy |
8,513
+3,673
| +76% | +$487K | 0.08% | 133 |
|
|
2022
Q3 | $696K | Sell |
4,840
-2,909
| -38% | -$418K | 0.06% | 160 |
|
|
2022
Q2 | $1.28M | Buy |
7,749
+1,361
| +21% | +$225K | 0.11% | 124 |
|
|
2022
Q1 | $1.36M | Buy |
6,388
+2,041
| +47% | +$433K | 0.09% | 128 |
|
|
2021
Q4 | $1.11M | Buy |
4,347
+640
| +17% | +$163K | 0.08% | 142 |
|
|
2021
Q3 | $1.01M | Buy |
3,707
+790
| +27% | +$214K | 0.08% | 141 |
|
|
2021
Q2 | $713K | Hold |
2,917
| – | – | 0.06% | 160 |
|
|
2021
Q1 | $618K | Buy |
2,917
+323
| +12% | +$68.4K | 0.05% | 162 |
|
|
2020
Q4 | $577K | Buy |
2,594
+241
| +10% | +$53.6K | 0.05% | 163 |
|
|
2020
Q3 | $591K | Buy |
2,353
+188
| +9% | +$47.2K | 0.06% | 143 |
|
|
2020
Q2 | $406K | Buy |
2,165
+236
| +12% | +$44.3K | 0.04% | 163 |
|
|
2020
Q1 | $278K | Buy |
1,929
+603
| +45% | +$86.9K | 0.03% | 177 |
|
|
2019
Q4 | $216K | Sell |
1,326
-800
| -38% | -$130K | 0.02% | 218 |
|
|
2019
Q3 | $316K | Buy |
2,126
+800
| +60% | +$119K | 0.03% | 198 |
|
|
2019
Q2 | $201K | Buy |
+1,326
| New | +$201K | 0.02% | 245 |
|