Ferris Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.37M | Sell |
11,139
-6
| -0.1% | -$1.27K | 0.54% | 47 |
|
|
2021
Q4 | $2.83M | Sell |
11,145
-194
| -2% | -$49.3K | 0.62% | 42 |
|
|
2021
Q3 | $3.44M | Buy |
+11,339
| New | +$3.44M | 0.74% | 32 |
|
|
2021
Q2 | – | Sell |
-8,729
| Closed | -$1.85M | – | 75 |
|
|
2021
Q1 | $1.85M | Hold |
8,729
| – | – | 0.46% | 55 |
|
|
2020
Q4 | $1.94M | Hold |
8,729
| – | – | 0.54% | 46 |
|
|
2020
Q3 | $2.19M | Buy |
8,729
+46
| +0.5% | +$11.6K | 0.71% | 40 |
|
|
2020
Q2 | $1.63M | Buy |
8,683
+168
| +2% | +$31.5K | 0.57% | 49 |
|
|
2020
Q1 | $1.23M | Buy |
8,515
+3,850
| +83% | +$554K | 0.54% | 56 |
|
|
2019
Q4 | $759K | Buy |
4,665
+2,145
| +85% | +$349K | 0.27% | 89 |
|
|
2019
Q3 | $374K | Hold |
2,520
| – | – | 0.13% | 127 |
|
|
2019
Q2 | $382K | Hold |
2,520
| – | – | 0.14% | 127 |
|
|
2019
Q1 | $399K | Sell |
2,520
-5
| -0.2% | -$792 | 0.15% | 122 |
|
|
2018
Q4 | $346K | Sell |
2,525
-114
| -4% | -$15.6K | 0.15% | 120 |
|
|
2018
Q3 | $420K | Sell |
2,639
-100
| -4% | -$15.9K | 0.17% | 110 |
|
|
2018
Q2 | $374K | Sell |
2,739
-150
| -5% | -$20.5K | 0.16% | 111 |
|
|
2018
Q1 | $336K | Sell |
2,889
-785
| -21% | -$91.3K | 0.14% | 131 |
|
|
2017
Q4 | $376K | Sell |
3,674
-13
| -0.4% | -$1.33K | 0.13% | 136 |
|
|
2017
Q3 | $344K | Hold |
3,687
| – | – | 0.17% | 109 |
|
|
2017
Q2 | $319K | Buy |
+3,687
| New | +$319K | 0.15% | 114 |
|