HBC Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14K | Hold |
43
| – | – | 0.01% | 106 |
|
|
2024
Q3 | $12K | Buy |
+43
| New | +$12K | 0.01% | 113 |
|
|
2022
Q4 | – | Sell |
-175
| Closed | -$25K | – | 162 |
|
|
2022
Q3 | $25K | Sell |
175
-50
| -22% | -$7.14K | 0.02% | 76 |
|
|
2022
Q2 | $39K | Buy |
225
+175
| +350% | +$30.3K | 0.03% | 71 |
|
|
2022
Q1 | $8K | Sell |
50
-65
| -57% | -$10.4K | 0.01% | 123 |
|
|
2021
Q4 | $29K | Sell |
115
-90
| -44% | -$22.7K | 0.02% | 84 |
|
|
2021
Q3 | $56K | Sell |
205
-5
| -2% | -$1.37K | 0.04% | 53 |
|
|
2021
Q2 | $49K | Sell |
210
-10
| -5% | -$2.33K | 0.03% | 63 |
|
|
2021
Q1 | $51.3K | Buy |
220
+70
| +47% | +$16.3K | 0.04% | 59 |
|
|
2020
Q4 | $33K | Hold |
150
| – | – | 0.03% | 80 |
|
|
2020
Q3 | $39K | Buy |
+150
| New | +$39K | 0.03% | 71 |
|
|
2020
Q2 | – | Sell |
-155
| Closed | -$20K | – | 164 |
|
|
2020
Q1 | $20K | Sell |
155
-155
| -50% | -$20K | 0.02% | 83 |
|
|
2019
Q4 | $55K | Buy |
+310
| New | +$55K | 0.05% | 64 |
|