Hyperion Capital Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,934
| Closed | -$409K | – | 63 |
|
|
2023
Q2 | $409K | Hold |
1,934
| – | – | 0.22% | 39 |
|
|
2023
Q1 | $386K | Hold |
1,934
| – | – | 0.19% | 40 |
|
|
2022
Q4 | $256K | Hold |
1,934
| – | – | 0.13% | 47 |
|
|
2022
Q3 | $278K | Hold |
1,934
| – | – | 0.14% | 45 |
|
|
2022
Q2 | $319K | Hold |
1,934
| – | – | 0.15% | 45 |
|
|
2022
Q1 | $411K | Hold |
1,934
| – | – | 0.16% | 42 |
|
|
2021
Q4 | $491K | Hold |
1,934
| – | – | 0.11% | 39 |
|
|
2021
Q3 | $525K | Hold |
1,934
| – | – | 0.14% | 35 |
|
|
2021
Q2 | $472K | Hold |
1,934
| – | – | 0.13% | 35 |
|
|
2021
Q1 | $410K | Hold |
1,934
| – | – | 0.13% | 35 |
|
|
2020
Q4 | $430K | Hold |
1,934
| – | – | 0.17% | 34 |
|
|
2020
Q3 | $486K | Hold |
1,934
| – | – | 0.23% | 27 |
|
|
2020
Q2 | $362K | Hold |
1,934
| – | – | 0.21% | 34 |
|
|
2020
Q1 | $278K | Hold |
1,934
| – | – | 0.2% | 35 |
|
|
2019
Q4 | $315K | Buy |
+1,934
| New | +$315K | 0.17% | 33 |
|