Ford Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,495
| Closed | -$215K | – | 122 |
|
2022
Q3 | $215K | Sell |
1,495
-9
| -0.6% | -$1.29K | 0.09% | 108 |
|
2022
Q2 | $248K | Sell |
1,504
-1
| -0.1% | -$165 | 0.1% | 99 |
|
2022
Q1 | $319K | Buy |
1,505
+232
| +18% | +$49.2K | 0.12% | 89 |
|
2021
Q4 | $323 | Sell |
1,273
-45
| -3% | -$11 | 0.06% | 74 |
|
2021
Q3 | $357K | Hold |
1,318
| – | – | 0.14% | 64 |
|
2021
Q2 | $321K | Hold |
1,318
| – | – | 0.12% | 71 |
|
2021
Q1 | $279K | Buy |
+1,318
| New | +$279K | 0.12% | 75 |
|