Gamble Jones Investment Counsel’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,515
| Closed | -$322K | – | 209 |
|
|
2022
Q1 | $322K | Sell |
1,515
-900
| -37% | -$191K | 0.02% | 178 |
|
|
2021
Q4 | $614K | Buy |
2,415
+180
| +8% | +$45.8K | 0.04% | 146 |
|
|
2021
Q3 | $606K | Hold |
2,235
| – | – | 0.04% | 139 |
|
|
2021
Q2 | $546K | Sell |
2,235
-150
| -6% | -$36.6K | 0.04% | 153 |
|
|
2021
Q1 | $505K | Hold |
2,385
| – | – | 0.03% | 154 |
|
|
2020
Q4 | $531K | Buy |
2,385
+37
| +2% | +$8.24K | 0.04% | 150 |
|
|
2020
Q3 | $590K | Sell |
2,348
-37
| -2% | -$9.3K | 0.04% | 142 |
|
|
2020
Q2 | $447K | Hold |
2,385
| – | – | 0.04% | 153 |
|
|
2020
Q1 | $343K | Buy |
2,385
+750
| +46% | +$108K | 0.03% | 158 |
|
|
2019
Q4 | $266K | Buy |
+1,635
| New | +$266K | 0.02% | 191 |
|