Global Financial Private Capital’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-15
Closed -$2K 388
2020
Q1
$2K Buy
+15
New +$2K ﹤0.01% 331
2019
Q3
Sell
-400
Closed -$61K 401
2019
Q2
$61K Sell
400
-9,793
-96% -$1.49M ﹤0.01% 309
2019
Q1
$1.61M Buy
10,193
+6,885
+208% +$1.09M 0.08% 203
2018
Q4
$453K Sell
3,308
-8,831
-73% -$1.21M 0.02% 266
2018
Q3
$1.93M Sell
12,139
-516
-4% -$82K 0.07% 213
2018
Q2
$1.73M Sell
12,655
-750
-6% -$102K 0.06% 208
2018
Q1
$1.56M Buy
13,405
+491
+4% +$57.1K 0.05% 213
2017
Q4
$1.32M Buy
12,914
+9,396
+267% +$960K 0.05% 219
2017
Q3
$329K Buy
+3,518
New +$329K 0.01% 396