Fieldpoint Private Securities’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $467K | Buy |
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|
2022
Q1 | $449K | Buy |
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|
2021
Q4 | $479K | Buy |
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|
2021
Q3 | $500K | Sell |
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|
2021
Q2 | $488K | Buy |
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|
2021
Q1 | $386K | Sell |
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|
2020
Q4 | $507K | Buy |
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|
2020
Q3 | $487K | Buy |
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|
2020
Q2 | $348K | Buy |
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|
2020
Q1 | $252K | Buy |
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|
2019
Q4 | $131K | Buy |
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|
2019
Q3 | $9K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $50K | Hold |
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|
2018
Q3 | $59K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $20K | Hold |
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|
2017
Q3 | $19K | Hold |
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|
2017
Q2 | $17K | Buy |
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|
2017
Q1 | $8K | Buy |
|