Galvin Gaustad & Stein’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,196
| Closed | -$1.02M | – | 161 |
|
|
2022
Q2 | $1.02M | Buy |
6,196
+1,662
| +37% | +$274K | 0.1% | 90 |
|
|
2022
Q1 | $963K | Buy |
4,534
+2,080
| +85% | +$442K | 0.09% | 100 |
|
|
2021
Q4 | $624K | Buy |
2,454
+1,036
| +73% | +$263K | 0.05% | 118 |
|
|
2021
Q3 | $385K | Buy |
1,418
+36
| +3% | +$9.77K | 0.04% | 140 |
|
|
2021
Q2 | $338K | Buy |
1,382
+63
| +5% | +$15.4K | 0.03% | 150 |
|
|
2021
Q1 | $279K | Buy |
+1,319
| New | +$279K | 0.03% | 163 |
|