Guardian Investor Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $279K | Buy |
4,178
+118
| +3% | +$7.88K | 0.22% | 110 |
|
|
2014
Q4 | $241K | Sell |
4,060
-23
| -0.6% | -$1.37K | 0.19% | 125 |
|
|
2014
Q3 | $235K | Sell |
4,083
-92
| -2% | -$5.3K | 0.19% | 128 |
|
|
2014
Q2 | $242K | Sell |
4,175
-103
| -2% | -$5.97K | 0.19% | 139 |
|
|
2014
Q1 | $244K | Sell |
4,278
-116
| -3% | -$6.62K | 0.19% | 134 |
|
|
2013
Q4 | $243K | Buy |
4,394
+45
| +1% | +$2.49K | 0.18% | 135 |
|
|
2013
Q3 | $226K | Sell |
4,349
-29
| -0.7% | -$1.51K | 0.19% | 131 |
|
|
2013
Q2 | $167K | Buy |
+4,378
| New | +$167K | 0.14% | 164 |
|