Ferris Capital’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$2.37M Sell
2021
Q4
$2.83M Sell
2021
Q3
$3.44M Buy
2021
Q2
Sell
2021
Q1
$1.85M Hold
2020
Q4
$1.94M Hold
2020
Q3
$2.19M Buy
2020
Q2
$1.63M Buy
2020
Q1
$1.23M Buy
2019
Q4
$759K Buy
2019
Q3
$374K Hold
2019
Q2
$382K Hold
2019
Q1
$399K Sell
2018
Q4
$346K Sell
2018
Q3
$420K Sell
2018
Q2
$374K Sell
2018
Q1
$336K Sell
2017
Q4
$376K Sell
2017
Q3
$344K Hold
2017
Q2
$319K Buy