G&S Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,406
| Closed | -$2.23M | – | 125 |
|
|
2024
Q1 | $2.23M | Sell |
7,406
-1,389
| -16% | -$418K | 0.99% | 39 |
|
|
2023
Q4 | $2.31M | Sell |
8,795
-54
| -0.6% | -$14.2K | 1.1% | 34 |
|
|
2023
Q3 | $1.79M | Sell |
8,849
-70
| -0.8% | -$14.2K | 0.91% | 49 |
|
|
2023
Q2 | $1.88M | Buy |
+8,919
| New | +$1.88M | 0.91% | 44 |
|
|
2022
Q2 | – | Sell |
-2,503
| Closed | -$531K | – | 91 |
|
|
2022
Q1 | $531K | Sell |
2,503
-2,019
| -45% | -$428K | 0.28% | 82 |
|
|
2021
Q4 | $1.15M | Buy |
4,522
+1,042
| +30% | +$265K | 0.57% | 61 |
|
|
2021
Q3 | $944K | Buy |
+3,480
| New | +$944K | 0.52% | 58 |
|
|
2021
Q2 | – | Sell |
-2,289
| Closed | -$485K | – | 107 |
|
|
2021
Q1 | $485K | Sell |
2,289
-889
| -28% | -$188K | 0.28% | 85 |
|
|
2020
Q4 | $707K | Sell |
3,178
-229
| -7% | -$50.9K | 0.42% | 63 |
|
|
2020
Q3 | $856K | Sell |
3,407
-566
| -14% | -$142K | 0.62% | 46 |
|
|
2020
Q2 | $744K | Buy |
3,973
+1,442
| +57% | +$270K | 0.67% | 39 |
|
|
2020
Q1 | $364K | Sell |
2,531
-108
| -4% | -$15.5K | 0.64% | 31 |
|
|
2019
Q4 | $429K | Buy |
2,639
+2,139
| +428% | +$348K | 0.24% | 65 |
|
|
2019
Q3 | $74K | Sell |
500
-3,805
| -88% | -$563K | 0.04% | 103 |
|
|
2019
Q2 | $653K | Buy |
4,305
+12
| +0.3% | +$1.82K | 0.39% | 58 |
|
|
2019
Q1 | $680K | Buy |
4,293
+3,759
| +704% | +$595K | 0.42% | 46 |
|
|
2018
Q4 | $73K | Buy |
534
+34
| +7% | +$4.65K | 0.07% | 81 |
|
|
2018
Q3 | $80K | Hold |
500
| – | – | 0.06% | 102 |
|
|
2018
Q2 | $68K | Hold |
500
| – | – | 0.05% | 101 |
|
|
2018
Q1 | $58K | Hold |
500
| – | – | 0.05% | 102 |
|
|
2017
Q4 | $51K | Buy |
+500
| New | +$51K | 0.04% | 126 |
|