James Investment Research’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5
| Closed | -$1K | – | 329 |
|
|
2023
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 556 |
|
|
2022
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 556 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 508 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 497 |
|
|
2022
Q1 | $1K | Sell |
5
-12
| -71% | -$2.4K | ﹤0.01% | 490 |
|
|
2021
Q4 | $4K | Hold |
17
| – | – | ﹤0.01% | 472 |
|
|
2021
Q3 | $5K | Hold |
17
| – | – | ﹤0.01% | 452 |
|
|
2021
Q2 | $4K | Hold |
17
| – | – | ﹤0.01% | 461 |
|
|
2021
Q1 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 448 |
|
|
2019
Q1 | – | Sell |
-15
| Closed | -$2K | – | 840 |
|
|
2018
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 768 |
|