Hamilton Lane Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-7,449
| Closed | -$510K | – | 62 |
|
|
2016
Q4 | $510K | Sell |
7,449
-13,117
| -64% | -$898K | 0.33% | 46 |
|
|
2016
Q3 | $1.47M | Buy |
+20,566
| New | +$1.47M | 0.74% | 32 |
|
|
2016
Q2 | – | Sell |
-7,771
| Closed | -$574K | – | 58 |
|
|
2016
Q1 | $574K | Buy |
+7,771
| New | +$574K | 0.27% | 43 |
|
|
2015
Q1 | – | Sell |
-24,686
| Closed | -$1.46M | – | 54 |
|
|
2014
Q4 | $1.46M | Sell |
24,686
-11,757
| -32% | -$697K | 0.56% | 30 |
|
|
2014
Q3 | $2.1M | Buy |
36,443
+13,439
| +58% | +$773K | 0.68% | 27 |
|
|
2014
Q2 | $1.34M | Hold |
23,004
| – | – | 0.41% | 30 |
|
|
2014
Q1 | $1.31M | Hold |
23,004
| – | – | 0.53% | 38 |
|
|
2013
Q4 | $1.27M | Hold |
23,004
| – | – | 0.74% | 33 |
|
|
2013
Q3 | $1.19M | Sell |
23,004
-6,819
| -23% | -$354K | 0.45% | 34 |
|
|
2013
Q2 | $1.14M | Buy |
+29,823
| New | +$1.14M | 0.65% | 35 |
|