Geneva Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $27.8M | Sell |
320,833
-1,467
| -0.5% | -$127K | 0.48% | 63 |
|
|
2017
Q1 | $26.6M | Sell |
322,300
-3,980
| -1% | -$328K | 0.48% | 64 |
|
|
2016
Q4 | $22.3M | Sell |
326,280
-336,095
| -51% | -$23M | 0.44% | 66 |
|
|
2016
Q3 | $47.2M | Sell |
662,375
-8,097
| -1% | -$578K | 0.89% | 40 |
|
|
2016
Q2 | $53.2M | Buy |
670,472
+19,787
| +3% | +$1.57M | 1.05% | 29 |
|
|
2016
Q1 | $48M | Sell |
650,685
-172,403
| -21% | -$12.7M | 0.97% | 35 |
|
|
2015
Q4 | $64.5M | Buy |
823,088
+219,284
| +36% | +$17.2M | 1.24% | 27 |
|
|
2015
Q3 | $41.9M | Buy |
603,804
+30,129
| +5% | +$2.09M | 0.85% | 41 |
|
|
2015
Q2 | $39.9M | Buy |
573,675
+1,320
| +0.2% | +$91.9K | 0.71% | 49 |
|
|
2015
Q1 | $38.2M | Sell |
572,355
-9,320
| -2% | -$623K | 0.69% | 49 |
|
|
2014
Q4 | $34.5M | Sell |
581,675
-11,964
| -2% | -$710K | 0.64% | 60 |
|
|
2014
Q3 | $34.2M | Sell |
593,639
-41,709
| -7% | -$2.4M | 0.64% | 62 |
|
|
2014
Q2 | $36.9M | Sell |
635,348
-205,754
| -24% | -$12M | 0.67% | 59 |
|
|
2014
Q1 | $48M | Sell |
841,102
-32,647
| -4% | -$1.86M | 0.88% | 49 |
|
|
2013
Q4 | $48.2M | Buy |
873,749
+5,019
| +0.6% | +$277K | 0.89% | 46 |
|
|
2013
Q3 | $45.1M | Sell |
868,730
-10,292
| -1% | -$534K | 0.94% | 42 |
|
|
2013
Q2 | $33.6M | Buy |
+879,022
| New | +$33.6M | 0.78% | 46 |
|