Gilman Hill Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,385
| Closed | -$229K | – | 214 |
|
|
2022
Q2 | $229K | Buy |
1,385
+313
| +29% | +$51.8K | 0.05% | 194 |
|
|
2022
Q1 | $228K | Hold |
1,072
| – | – | 0.05% | 189 |
|
|
2021
Q4 | $272K | Hold |
1,072
| – | – | 0.06% | 185 |
|
|
2021
Q3 | $291K | Hold |
1,072
| – | – | 0.07% | 168 |
|
|
2021
Q2 | $262K | Hold |
1,072
| – | – | 0.07% | 167 |
|
|
2021
Q1 | $227K | Buy |
+1,072
| New | +$227K | 0.06% | 170 |
|