Falcon Point Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,564
| Closed | -$337K | – | 109 |
|
|
2016
Q1 | $337K | Sell |
4,564
-258
| -5% | -$19.1K | 0.06% | 102 |
|
|
2015
Q4 | $378K | Hold |
4,822
| – | – | 0.08% | 95 |
|
|
2015
Q3 | $335K | Hold |
4,822
| – | – | 0.12% | 100 |
|
|
2015
Q2 | $336K | Buy |
+4,822
| New | +$336K | 0.11% | 101 |
|
|
2014
Q2 | – | Sell |
-20,283
| Closed | -$1.16M | – | 117 |
|
|
2014
Q1 | $1.16M | Sell |
20,283
-3,000
| -13% | -$171K | 1.11% | 32 |
|
|
2013
Q4 | $1.29M | Buy |
23,283
+1,204
| +5% | +$66.4K | 1.23% | 20 |
|
|
2013
Q3 | $1.15M | Buy |
+22,079
| New | +$1.15M | 1.22% | 19 |
|