Investors Financial Group’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 |
-8,275
| Closed | -$2.1M | – | 36 |
|
|
2021
Q4 | $2.1M | Buy |
8,275
+784
| +10% | +$199K | 0.98% | 20 |
|
|
2021
Q3 | $2.03M | Sell |
7,491
-70
| -0.9% | -$19K | 1.07% | 19 |
|
|
2021
Q2 | $1.85M | Buy |
7,561
+493
| +7% | +$120K | 0.99% | 21 |
|
|
2021
Q1 | $1.5M | Buy |
7,068
+1,375
| +24% | +$291K | 0.88% | 28 |
|
|
2020
Q4 | $1.27M | Buy |
5,693
+701
| +14% | +$156K | 0.84% | 26 |
|
|
2020
Q3 | $1.26M | Sell |
4,992
-752
| -13% | -$189K | 0.94% | 22 |
|
|
2020
Q2 | $1.08M | Buy |
5,744
+2,489
| +76% | +$466K | 0.89% | 29 |
|
|
2020
Q1 | $469K | Buy |
3,255
+1,270
| +64% | +$183K | 0.47% | 66 |
|
|
2019
Q4 | $323K | Buy |
+1,985
| New | +$323K | 0.26% | 96 |
|