Hoey Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-45
| Closed | -$11.6K | – | 383 |
|
|
2024
Q3 | $11.6K | Hold |
45
| – | – | ﹤0.01% | 188 |
|
|
2024
Q2 | $11.6K | Sell |
45
-105
| -70% | -$27K | ﹤0.01% | 188 |
|
|
2024
Q1 | $45.2K | Hold |
150
| – | – | 0.01% | 126 |
|
|
2023
Q4 | $39.5K | Hold |
150
| – | – | 0.01% | 132 |
|
|
2023
Q3 | $30.4K | Hold |
150
| – | – | 0.01% | 140 |
|
|
2023
Q2 | $31.7K | Buy |
+150
| New | +$31.7K | 0.01% | 143 |
|
|
2022
Q4 | – | Sell |
-500
| Closed | -$72K | – | 299 |
|
|
2022
Q3 | $72K | Buy |
500
+250
| +100% | +$36K | 0.03% | 115 |
|
|
2022
Q2 | $41K | Buy |
+250
| New | +$41K | 0.02% | 112 |
|
|
2022
Q1 | – | Sell |
-1,983
| Closed | -$504K | – | 243 |
|
|
2021
Q4 | $504K | Sell |
1,983
-334
| -14% | -$84.9K | 0.13% | 43 |
|
|
2021
Q3 | $628K | Buy |
2,317
+9
| +0.4% | +$2.44K | 0.19% | 44 |
|
|
2021
Q2 | $564K | Sell |
2,308
-894
| -28% | -$218K | 0.17% | 49 |
|
|
2021
Q1 | $678K | Sell |
3,202
-642
| -17% | -$136K | 0.23% | 35 |
|
|
2020
Q4 | $855K | Buy |
3,844
+743
| +24% | +$165K | 0.31% | 27 |
|
|
2020
Q3 | $779K | Buy |
3,101
+210
| +7% | +$52.8K | 0.31% | 27 |
|
|
2020
Q2 | $542K | Sell |
2,891
-642
| -18% | -$120K | 0.27% | 34 |
|
|
2020
Q1 | $509K | Buy |
3,533
+653
| +23% | +$94.1K | 0.36% | 25 |
|
|
2019
Q4 | $468K | Buy |
+2,880
| New | +$468K | 0.33% | 46 |
|