Highlander Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.21M | Sell |
4,020
-822
| -17% | -$248K | 0.41% | 57 |
|
|
2023
Q4 | $1.27M | Hold |
4,842
| – | – | 0.45% | 49 |
|
|
2023
Q3 | $982K | Hold |
4,842
| – | – | 0.39% | 62 |
|
|
2023
Q2 | $1.02M | Sell |
4,842
-400
| -8% | -$84.5K | 0.47% | 48 |
|
|
2023
Q1 | $1.05M | Buy |
5,242
+160
| +3% | +$32K | 0.51% | 44 |
|
|
2022
Q4 | $674K | Hold |
5,082
| – | – | 0.35% | 65 |
|
|
2022
Q3 | $731K | Hold |
5,082
| – | – | 0.42% | 59 |
|
|
2022
Q2 | $839K | Buy |
5,082
+200
| +4% | +$33K | 0.45% | 58 |
|
|
2022
Q1 | $1.04M | Buy |
4,882
+1,000
| +26% | +$212K | 0.49% | 50 |
|
|
2021
Q4 | $987K | Hold |
3,882
| – | – | 0.46% | 58 |
|
|
2021
Q3 | $1.05M | Buy |
3,882
+7
| +0.2% | +$1.9K | 0.53% | 46 |
|
|
2021
Q2 | $947K | Hold |
3,875
| – | – | 0.47% | 52 |
|
|
2021
Q1 | $821K | Hold |
3,875
| – | – | 0.43% | 56 |
|
|
2020
Q4 | $862K | Hold |
3,875
| – | – | 0.48% | 50 |
|
|
2020
Q3 | $974K | Hold |
3,875
| – | – | 0.59% | 44 |
|
|
2020
Q2 | $726K | Sell |
3,875
-1,300
| -25% | -$244K | 0.46% | 53 |
|
|
2020
Q1 | $745K | Hold |
5,175
| – | – | 0.54% | 45 |
|
|
2019
Q4 | $842K | Buy |
5,175
+400
| +8% | +$65.1K | 0.49% | 57 |
|
|
2019
Q3 | $709K | Buy |
4,775
+2,175
| +84% | +$323K | 0.44% | 61 |
|
|
2019
Q2 | $394K | Buy |
2,600
+200
| +8% | +$30.3K | 0.24% | 102 |
|
|
2019
Q1 | $380K | Sell |
2,400
-200
| -8% | -$31.7K | 0.24% | 104 |
|
|
2018
Q4 | $355K | Buy |
2,600
+2,100
| +420% | +$287K | 0.23% | 101 |
|
|
2018
Q3 | $80K | Hold |
500
| – | – | 0.04% | 288 |
|
|
2018
Q2 | $68K | Buy |
+500
| New | +$68K | 0.04% | 312 |
|