FourThought Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $3.58M | Sell |
24,909
-2,079
| -8% | -$299K | 0.53% | 48 |
|
2022
Q2 | $4.45M | Buy |
26,988
+2,082
| +8% | +$344K | 0.65% | 40 |
|
2022
Q1 | $5.33M | Buy |
24,906
+11,153
| +81% | +$2.39M | 0.67% | 37 |
|
2021
Q4 | $3.5M | Buy |
13,753
+1,082
| +9% | +$275K | 0.44% | 55 |
|
2021
Q3 | $3.44M | Buy |
12,671
+4,229
| +50% | +$1.15M | 0.46% | 54 |
|
2021
Q2 | $2.06M | Buy |
8,442
+3,753
| +80% | +$917K | 0.28% | 78 |
|
2021
Q1 | $993K | Buy |
4,689
+1,141
| +32% | +$242K | 0.14% | 124 |
|
2020
Q4 | $789K | Buy |
+3,548
| New | +$789K | 0.13% | 131 |
|