HL Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.07M | Buy |
13,094
+5,286
| +68% | +$837K | 0.03% | 281 |
|
|
2018
Q4 | $1.07M | Buy |
7,808
+785
| +11% | +$107K | 0.02% | 353 |
|
|
2018
Q3 | $1.12M | Buy |
7,023
+905
| +15% | +$144K | 0.02% | 366 |
|
|
2018
Q2 | $834K | Buy |
6,118
+1,375
| +29% | +$187K | 0.01% | 394 |
|
|
2018
Q1 | $552K | Buy |
4,743
+200
| +4% | +$23.3K | 0.01% | 482 |
|
|
2017
Q4 | $464K | Buy |
+4,543
| New | +$464K | 0.01% | 437 |
|