Hotaling Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,830
| Closed | -$1.74M | – | 118 |
|
|
2020
Q4 | $1.74M | Buy |
7,830
+273
| +4% | +$60.7K | 0.81% | 46 |
|
|
2020
Q3 | $1.9M | Sell |
7,557
-81
| -1% | -$20.4K | 1.03% | 33 |
|
|
2020
Q2 | $1.43M | Sell |
7,638
-178
| -2% | -$33.3K | 0.83% | 45 |
|
|
2020
Q1 | $1.13M | Sell |
7,816
-261
| -3% | -$37.6K | 0.84% | 43 |
|
|
2019
Q4 | $1.31M | Buy |
8,077
+128
| +2% | +$20.8K | 0.75% | 51 |
|
|
2019
Q3 | $1.18M | Buy |
7,949
+466
| +6% | +$69.2K | 0.76% | 51 |
|
|
2019
Q2 | $1.14M | Buy |
7,483
+11
| +0.1% | +$1.67K | 0.73% | 50 |
|
|
2019
Q1 | $1.18M | Buy |
7,472
+9
| +0.1% | +$1.43K | 0.8% | 48 |
|
|
2018
Q4 | $1.02M | Buy |
+7,463
| New | +$1.02M | 0.83% | 47 |
|