Greenline Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,006
| Closed | -$796K | – | 128 |
|
|
2022
Q4 | $796K | Sell |
6,006
-1,069
| -15% | -$142K | 0.16% | 89 |
|
|
2022
Q3 | $1.02M | Buy |
7,075
+880
| +14% | +$127K | 0.23% | 74 |
|
|
2022
Q2 | $1.02M | Buy |
6,195
+1,711
| +38% | +$282K | 0.22% | 73 |
|
|
2022
Q1 | $952K | Sell |
4,484
-511
| -10% | -$108K | 0.18% | 79 |
|
|
2021
Q4 | $1.27M | Sell |
4,995
-2
| -0% | -$508 | 0.24% | 73 |
|
|
2021
Q3 | $1.36M | Buy |
+4,997
| New | +$1.36M | 0.28% | 62 |
|