Hellman Jordan Management Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.06M | Sell |
7,968
-153
| -2% | -$20.3K | 1.79% | 25 |
|
|
2022
Q3 | $1.17M | Buy |
8,121
+1,751
| +27% | +$252K | 2.03% | 20 |
|
|
2022
Q2 | $1.05M | Buy |
6,370
+1,586
| +33% | +$262K | 1.41% | 24 |
|
|
2022
Q1 | $1.02M | Buy |
4,784
+691
| +17% | +$147K | 1.1% | 33 |
|
|
2021
Q4 | $1.04M | Buy |
4,093
+1,500
| +58% | +$381K | 1.25% | 37 |
|
|
2021
Q3 | $703K | Buy |
2,593
+510
| +24% | +$138K | 0.99% | 39 |
|
|
2021
Q2 | $509K | Sell |
2,083
-693
| -25% | -$169K | 0.9% | 44 |
|
|
2021
Q1 | $588K | Buy |
+2,776
| New | +$588K | 0.85% | 44 |
|
|
2020
Q2 | – | Sell |
-1,437
| Closed | -$207K | – | 22 |
|
|
2020
Q1 | $207K | Buy |
1,437
+96
| +7% | +$13.8K | 0.49% | 18 |
|
|
2019
Q4 | $218K | Sell |
1,341
-34
| -2% | -$5.53K | 0.24% | 56 |
|
|
2019
Q3 | $204K | Buy |
+1,375
| New | +$204K | 0.16% | 51 |
|
|
2019
Q2 | – | Sell |
-50,089
| Closed | -$7.93M | – | 51 |
|
|
2019
Q1 | $7.93M | Buy |
+50,089
| New | +$7.93M | 5.53% | 7 |
|
|
2016
Q2 | – | Sell |
-8,913
| Closed | -$658K | – | 38 |
|
|
2016
Q1 | $658K | Sell |
8,913
-125,310
| -93% | -$9.25M | 1.68% | 29 |
|
|
2015
Q4 | $10.5M | Sell |
134,223
-21,009
| -14% | -$1.65M | 2.54% | 16 |
|
|
2015
Q3 | $10.8M | Buy |
155,232
+135,022
| +668% | +$9.37M | 2.67% | 18 |
|
|
2015
Q2 | $1.41M | Buy |
+20,210
| New | +$1.41M | 0.32% | 39 |
|
|
2013
Q3 | – | Sell |
-48,461
| Closed | -$1.85M | – | 46 |
|
|
2013
Q2 | $1.85M | Buy |
+48,461
| New | +$1.85M | 1.19% | 29 |
|