FormulaFolio Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 390 |
|
|
2021
Q1 | – | Sell |
-12,056
| Closed | -$2.68M | – | 373 |
|
|
2020
Q4 | $2.68M | Buy |
12,056
+4,363
| +57% | +$971K | 0.06% | 217 |
|
|
2020
Q3 | $1.93M | Sell |
7,693
-254
| -3% | -$63.8K | 0.07% | 102 |
|
|
2020
Q2 | $1.49M | Buy |
7,947
+1,628
| +26% | +$305K | 0.06% | 111 |
|
|
2020
Q1 | $910K | Sell |
6,319
-1,695
| -21% | -$244K | 0.05% | 129 |
|
|
2019
Q4 | $1.3M | Buy |
8,014
+618
| +8% | +$100K | 0.05% | 148 |
|
|
2019
Q3 | $1.1M | Buy |
7,396
+181
| +3% | +$26.9K | 0.04% | 142 |
|
|
2019
Q2 | $1.1M | Buy |
7,215
+535
| +8% | +$81.2K | 0.05% | 125 |
|
|
2019
Q1 | $1.06M | Buy |
6,680
+18
| +0.3% | +$2.85K | 0.05% | 136 |
|
|
2018
Q4 | $1.06M | Hold |
6,662
| – | – | 0.05% | 130 |
|
|
2018
Q3 | $1.06M | Buy |
6,662
+2,633
| +65% | +$419K | 0.05% | 130 |
|
|
2018
Q2 | $550K | Buy |
+4,029
| New | +$550K | 0.03% | 193 |
|