Index Management Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $21K | Sell |
308
-6,353
| -95% | -$433K | 0.02% | 401 |
|
|
2015
Q2 | $464K | Buy |
6,661
+161
| +2% | +$11.2K | 0.43% | 36 |
|
|
2015
Q1 | $434K | Sell |
6,500
-136
| -2% | -$9.08K | 0.33% | 36 |
|
|
2014
Q4 | $394K | Buy |
6,636
+6,488
| +4,384% | +$385K | 0.05% | 227 |
|
|
2014
Q3 | $9K | Buy |
148
+92
| +164% | +$5.6K | ﹤0.01% | 1029 |
|
|
2014
Q2 | $3K | Sell |
56
-392
| -88% | -$21K | ﹤0.01% | 1058 |
|
|
2014
Q1 | $26K | Sell |
448
-423
| -49% | -$24.5K | ﹤0.01% | 1042 |
|
|
2013
Q4 | $48K | Buy |
871
+154
| +21% | +$8.49K | 0.01% | 517 |
|
|
2013
Q3 | $37K | Buy |
+717
| New | +$37K | 0.01% | 583 |
|