ER
Enlightenment Research’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$254K | – | 153 |
|
|
2021
Q4 | $254K | Sell |
1,000
-5,200
| -84% | -$1.32M | 0.36% | 90 |
|
|
2021
Q3 | $1.68M | Buy |
6,200
+3,100
| +100% | +$841K | 2.05% | 6 |
|
|
2021
Q2 | $757K | Buy |
3,100
+2,000
| +182% | +$488K | 0.96% | 30 |
|
|
2021
Q1 | $233K | Buy |
+1,100
| New | +$233K | 0.28% | 106 |
|
|
2020
Q4 | – | Sell |
-1,270
| Closed | -$319K | – | 98 |
|
|
2020
Q3 | $319K | Buy |
+1,270
| New | +$319K | 0.94% | 36 |
|
|
2019
Q4 | – | Sell |
-9,100
| Closed | -$1.35M | – | 72 |
|
|
2019
Q3 | $1.35M | Buy |
9,100
+6,400
| +237% | +$950K | 3% | 5 |
|
|
2019
Q2 | $409K | Buy |
+2,700
| New | +$409K | 0.21% | 135 |
|
|
2019
Q1 | – | Sell |
-1,200
| Closed | -$164K | – | 225 |
|
|
2018
Q4 | $164K | Buy |
+1,200
| New | +$164K | 0.2% | 110 |
|