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 |
|