Ground Swell Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-763
| Closed | -$207K | – | 81 |
|
|
2021
Q3 | $207K | Sell |
763
-111
| -13% | -$30.1K | 0.89% | 43 |
|
|
2021
Q2 | $213K | Buy |
+874
| New | +$213K | 1.01% | 41 |
|
|
2014
Q3 | $10K | Sell |
169
-459
| -73% | -$27.2K | 0.02% | 940 |
|
|
2014
Q2 | $36K | Buy |
+628
| New | +$36K | 0.07% | 226 |
|