Ibex Investors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-18,300
| Closed | -$4.65M | – | 32 |
|
2021
Q4 | $4.65M | Buy |
18,300
+5,100
| +39% | +$1.3M | 1.56% | 9 |
|
2021
Q3 | $3.58M | Buy |
+13,200
| New | +$3.58M | 0.76% | 10 |
|
2020
Q1 | – | Sell |
-3,231
| Closed | -$525K | – | 27 |
|
2019
Q4 | $525K | Buy |
+3,231
| New | +$525K | 0.01% | 23 |
|
2019
Q3 | – | Sell |
-1,457
| Closed | -$221 | – | 60 |
|
2019
Q2 | $221 | Buy |
+1,457
| New | +$221 | 0.02% | 81 |
|