Hennessy Advisors Inc’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,090
| Closed | -$623K | – | 371 |
|
|
2017
Q4 | $623K | Buy |
+6,090
| New | +$623K | 0.02% | 306 |
|
|
2014
Q3 | – | Sell |
-4,515
| Closed | -$262K | – | 292 |
|
|
2014
Q2 | $262K | Sell |
4,515
-685
| -13% | -$39.8K | 0.01% | 287 |
|
|
2014
Q1 | $297K | Buy |
5,200
+435
| +9% | +$24.8K | 0.01% | 297 |
|
|
2013
Q4 | $263K | Buy |
4,765
+115
| +2% | +$6.35K | 0.01% | 315 |
|
|
2013
Q3 | $241K | Buy |
+4,650
| New | +$241K | 0.01% | 316 |
|