Hirtle Callaghan & Co’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-735
| Closed | -$221K | – | 97 |
|
|
2024
Q1 | $221K | Buy |
+735
| New | +$221K | 0.01% | 93 |
|
|
2015
Q1 | – | Sell |
-23
| Closed | -$1K | – | 95 |
|
|
2014
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 525 |
|
|
2014
Q3 | – | Sell |
-23
| Closed | -$1K | – | 573 |
|
|
2014
Q2 | $1K | Buy |
23
+2
| +10% | +$87 | ﹤0.01% | 599 |
|
|
2014
Q1 | $1K | Sell |
21
-4
| -16% | -$190 | ﹤0.01% | 590 |
|
|
2013
Q4 | $1K | Sell |
25
-1
| -4% | -$40 | ﹤0.01% | 572 |
|
|
2013
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 577 |
|