Founders Capital Management (Texas)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-300
| Closed | -$40K | – | 389 |
|
|
2022
Q4 | $40K | Hold |
300
| – | – | 0.03% | 145 |
|
|
2022
Q3 | $43K | Hold |
300
| – | – | 0.04% | 136 |
|
|
2022
Q2 | $50K | Hold |
300
| – | – | 0.04% | 121 |
|
|
2022
Q1 | $76K | Hold |
300
| – | – | 0.05% | 100 |
|
|
2021
Q4 | $76K | Hold |
300
| – | – | 0.05% | 100 |
|
|
2021
Q3 | $81K | Hold |
300
| – | – | 0.06% | 95 |
|
|
2021
Q2 | $73K | Hold |
300
| – | – | 0.05% | 99 |
|
|
2021
Q1 | $64K | Hold |
300
| – | – | 0.05% | 97 |
|
|
2020
Q4 | $67K | Buy |
+300
| New | +$67K | 0.05% | 91 |
|
|
2020
Q1 | $36K | Hold |
250
| – | – | 0.04% | 112 |
|
|
2019
Q4 | $41K | Hold |
250
| – | – | 0.03% | 121 |
|
|
2019
Q3 | $37K | Hold |
250
| – | – | 0.03% | 131 |
|
|
2019
Q2 | $38K | Hold |
250
| – | – | 0.03% | 134 |
|
|
2019
Q1 | $40K | Hold |
250
| – | – | 0.04% | 124 |
|
|
2018
Q4 | $34K | Buy |
250
+50
| +25% | +$6.8K | 0.04% | 132 |
|
|
2018
Q3 | $32K | Hold |
200
| – | – | 0.03% | 142 |
|
|
2018
Q2 | $27K | Hold |
200
| – | – | 0.02% | 156 |
|
|
2018
Q1 | $23K | Hold |
200
| – | – | 0.02% | 197 |
|
|
2017
Q4 | $20K | Hold |
200
| – | – | 0.02% | 213 |
|
|
2017
Q3 | $19K | Hold |
200
| – | – | 0.02% | 210 |
|
|
2017
Q2 | $17K | Hold |
200
| – | – | 0.02% | 220 |
|
|
2017
Q1 | $16K | Buy |
+200
| New | +$16K | 0.01% | 237 |
|