Evelyn V. Moreno’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.02M | Sell |
15,283
-29,029
| -66% | -$7.64M | 1.9% | 8 |
|
|
2023
Q3 | $8.99M | Buy |
44,312
+1,370
| +3% | +$278K | 1.96% | 10 |
|
|
2023
Q2 | $9.07M | Sell |
42,942
-2,544
| -6% | -$537K | 1.94% | 11 |
|
|
2023
Q1 | $9.09M | Buy |
45,486
+1,086
| +2% | +$217K | 2.06% | 11 |
|
|
2022
Q4 | $5.89M | Buy |
44,400
+23,322
| +111% | +$3.09M | 1.36% | 26 |
|
|
2022
Q3 | $3.03M | Sell |
21,078
-22,282
| -51% | -$3.21M | 1.37% | 16 |
|
|
2022
Q2 | $7.16M | Sell |
43,360
-2,126
| -5% | -$351K | 1.67% | 18 |
|
|
2022
Q1 | $9.66M | Buy |
45,486
+492
| +1% | +$104K | 1.96% | 16 |
|
|
2021
Q4 | $11.4M | Buy |
44,994
+2,597
| +6% | +$660K | 2.29% | 11 |
|
|
2021
Q3 | $11.5M | Sell |
42,397
-400
| -0.9% | -$108K | 2.71% | 8 |
|
|
2021
Q2 | $10.5M | Sell |
42,797
-708
| -2% | -$173K | 2.45% | 9 |
|
|
2021
Q1 | $9.22M | Sell |
43,505
-31
| -0.1% | -$6.57K | 2.2% | 15 |
|
|
2020
Q4 | $9.69M | Sell |
43,536
-2,183
| -5% | -$486K | 2.41% | 8 |
|
|
2020
Q3 | $11.5M | Sell |
45,719
-1,855
| -4% | -$466K | 3.11% | 5 |
|
|
2020
Q2 | $8.91M | Sell |
47,574
-208
| -0.4% | -$39K | 2.59% | 8 |
|
|
2020
Q1 | $6.88M | Sell |
47,782
-2,000
| -4% | -$288K | 2.33% | 13 |
|
|
2019
Q4 | $8.1M | Sell |
49,782
-1,048
| -2% | -$170K | 2.18% | 19 |
|
|
2019
Q3 | $7.55M | Sell |
50,830
-1,857
| -4% | -$276K | 2.07% | 19 |
|
|
2019
Q2 | $7.99M | Sell |
52,687
-279
| -0.5% | -$42.3K | 2.43% | 13 |
|
|
2019
Q1 | $8.39M | Sell |
52,966
-5
| -0% | -$792 | 2.48% | 10 |
|
|
2018
Q4 | $7.26M | Buy |
52,971
+169
| +0.3% | +$23.1K | 2.4% | 13 |
|
|
2018
Q3 | $8.4M | Sell |
52,802
-1,775
| -3% | -$282K | 2.35% | 14 |
|
|
2018
Q2 | $7.44M | Buy |
54,577
+6,800
| +14% | +$927K | 2.17% | 14 |
|
|
2018
Q1 | $5.56M | Buy |
47,777
+80
| +0.2% | +$9.31K | 1.7% | 30 |
|
|
2017
Q4 | $4.88M | Sell |
47,697
-893
| -2% | -$91.3K | 1.48% | 35 |
|
|
2017
Q3 | $4.54M | Buy |
48,590
+1,242
| +3% | +$116K | 1.36% | 35 |
|
|
2017
Q2 | $4.1M | Buy |
47,348
+468
| +1% | +$40.5K | 1.26% | 39 |
|
|
2017
Q1 | $3.87M | Buy |
+46,880
| New | +$3.87M | 1.18% | 39 |
|