GG
Gofen & Glossberg’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $27.8M | Sell |
209,776
-6,418
| -3% | -$851K | 0.71% | 38 |
|
|
2022
Q3 | $31.1M | Buy |
216,194
+3,302
| +2% | +$475K | 0.88% | 30 |
|
|
2022
Q2 | $35.1M | Buy |
212,892
+3,483
| +2% | +$575K | 0.93% | 26 |
|
|
2022
Q1 | $44.5M | Buy |
209,409
+2,424
| +1% | +$515K | 1.01% | 24 |
|
|
2021
Q4 | $52.6M | Sell |
206,985
-1,016
| -0.5% | -$258K | 1.14% | 23 |
|
|
2021
Q3 | $56.4M | Buy |
208,001
+1,645
| +0.8% | +$446K | 1.32% | 18 |
|
|
2021
Q2 | $50.4M | Buy |
206,356
+1,751
| +0.9% | +$428K | 1.2% | 21 |
|
|
2021
Q1 | $43.4M | Buy |
204,605
+6,585
| +3% | +$1.4M | 1.11% | 23 |
|
|
2020
Q4 | $44.1M | Buy |
198,020
+4,088
| +2% | +$910K | 1.21% | 23 |
|
|
2020
Q3 | $48.7M | Buy |
193,932
+3,949
| +2% | +$992K | 1.5% | 17 |
|
|
2020
Q2 | $35.6M | Buy |
189,983
+4,445
| +2% | +$833K | 1.19% | 22 |
|
|
2020
Q1 | $26.7M | Buy |
185,538
+9,954
| +6% | +$1.43M | 1.05% | 29 |
|
|
2019
Q4 | $28.6M | Buy |
175,584
+4,345
| +3% | +$707K | 0.91% | 33 |
|
|
2019
Q3 | $25.4M | Buy |
171,239
+21,182
| +14% | +$3.14M | 0.86% | 34 |
|
|
2019
Q2 | $22.8M | Buy |
150,057
+8,968
| +6% | +$1.36M | 0.78% | 37 |
|
|
2019
Q1 | $22.3M | Buy |
141,089
+17,990
| +15% | +$2.85M | 0.79% | 39 |
|
|
2018
Q4 | $16.9M | Buy |
123,099
+17,491
| +17% | +$2.4M | 0.67% | 45 |
|
|
2018
Q3 | $16.8M | Buy |
105,608
+61,050
| +137% | +$9.71M | 0.58% | 54 |
|
|
2018
Q2 | $6.08M | Buy |
44,558
+33,885
| +317% | +$4.62M | 0.23% | 103 |
|
|
2018
Q1 | $1.24M | Buy |
10,673
+198
| +2% | +$23K | 0.05% | 191 |
|
|
2017
Q4 | $1.07M | Buy |
10,475
+100
| +1% | +$10.2K | 0.04% | 206 |
|
|
2017
Q3 | $969K | Buy |
10,375
+468
| +5% | +$43.7K | 0.04% | 216 |
|
|
2017
Q2 | $858K | Buy |
9,907
+791
| +9% | +$68.5K | 0.03% | 227 |
|
|
2017
Q1 | $752K | Buy |
9,116
+456
| +5% | +$37.6K | 0.03% | 239 |
|
|
2016
Q4 | $593K | Sell |
8,660
-536
| -6% | -$36.7K | 0.02% | 258 |
|
|
2016
Q3 | $656K | Sell |
9,196
-163
| -2% | -$11.6K | 0.03% | 245 |
|
|
2016
Q2 | $743K | Buy |
9,359
+174
| +2% | +$13.8K | 0.03% | 234 |
|
|
2016
Q1 | $678K | Sell |
9,185
-91
| -1% | -$6.72K | 0.03% | 242 |
|
|
2015
Q4 | $727K | Hold |
9,276
| – | – | 0.03% | 229 |
|
|
2015
Q3 | $644K | Buy |
9,276
+1,482
| +19% | +$103K | 0.03% | 246 |
|
|
2015
Q2 | $543K | Buy |
7,794
+41
| +0.5% | +$2.86K | 0.02% | 270 |
|
|
2015
Q1 | $518K | Buy |
7,753
+150
| +2% | +$10K | 0.02% | 279 |
|
|
2014
Q4 | $451K | Buy |
7,603
+649
| +9% | +$38.5K | 0.02% | 284 |
|
|
2014
Q3 | $400K | Sell |
6,954
-200
| -3% | -$11.5K | 0.02% | 296 |
|
|
2014
Q2 | $416K | Buy |
7,154
+130
| +2% | +$7.56K | 0.02% | 294 |
|
|
2014
Q1 | $438K | Sell |
7,024
-100
| -1% | -$6.24K | 0.02% | 277 |
|
|
2013
Q4 | $393K | Buy |
7,124
+1,532
| +27% | +$84.5K | 0.02% | 296 |
|
|
2013
Q3 | $290K | Sell |
5,592
-100
| -2% | -$5.19K | 0.01% | 327 |
|
|
2013
Q2 | $217K | Buy |
+5,692
| New | +$217K | 0.01% | 361 |
|