Gideon Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.98M | Buy |
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|
2019
Q3 | $2.08M | Buy |
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|
2018
Q1 | – | Sell |
|
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|
2017
Q4 | $1.42M | Buy |
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|
2017
Q3 | $231K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $644K | Sell |
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|
2016
Q2 | $1.11M | Buy |
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|
2016
Q1 | $735K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $598K | Buy |
|