Guardian Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,230
| Closed | -$311K | – | 170 |
|
|
2024
Q2 | $311K | Sell |
1,230
-1,800
| -59% | -$455K | 0.03% | 151 |
|
|
2024
Q1 | $837K | Sell |
3,030
-612
| -17% | -$169K | 0.09% | 110 |
|
|
2023
Q4 | $950K | Buy |
+3,642
| New | +$950K | 0.1% | 111 |
|
|
2022
Q3 | – | Sell |
-5,492
| Closed | -$884K | – | 159 |
|
|
2022
Q2 | $884K | Sell |
5,492
-5,641
| -51% | -$908K | 0.1% | 100 |
|
|
2022
Q1 | $2.17M | Buy |
11,133
+1,831
| +20% | +$357K | 0.21% | 78 |
|
|
2021
Q4 | $2.21M | Buy |
9,302
+50
| +0.5% | +$11.9K | 0.21% | 79 |
|
|
2021
Q3 | $2.51M | Buy |
9,252
+490
| +6% | +$133K | 0.26% | 74 |
|
|
2021
Q2 | $2.18M | Buy |
8,762
+670
| +8% | +$166K | 0.22% | 76 |
|
|
2021
Q1 | $1.85M | Buy |
8,092
+3,487
| +76% | +$795K | 0.21% | 79 |
|
|
2020
Q4 | $1.02M | Buy |
4,605
+2,125
| +86% | +$471K | 0.14% | 93 |
|
|
2020
Q3 | $649K | Buy |
+2,480
| New | +$649K | 0.1% | 98 |
|
|
2019
Q3 | – | Sell |
-1,530
| Closed | -$238K | – | 161 |
|
|
2019
Q2 | $238K | Hold |
1,530
| – | – | 0.03% | 149 |
|
|
2019
Q1 | $239K | Buy |
+1,530
| New | +$239K | 0.03% | 144 |
|