Kelly Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-67
| Closed | -$17.2K | – | 234 |
|
|
2024
Q2 | $17.2K | Sell |
67
-22
| -25% | -$5.64K | 0.01% | 349 |
|
|
2024
Q1 | $26.8K | Buy |
89
+2
| +2% | +$602 | 0.01% | 288 |
|
|
2023
Q4 | $22.9K | Sell |
87
-2
| -2% | -$526 | 0.01% | 294 |
|
|
2023
Q3 | $18K | Buy |
89
+42
| +89% | +$8.52K | 0.01% | 295 |
|
|
2023
Q2 | $9.93K | Sell |
47
-3
| -6% | -$634 | ﹤0.01% | 365 |
|
|
2023
Q1 | $9.99K | Sell |
50
-29
| -37% | -$5.79K | 0.01% | 354 |
|
|
2022
Q4 | $10.5K | Hold |
79
| – | – | 0.01% | 326 |
|
|
2022
Q3 | $11.4K | Hold |
79
| – | – | 0.01% | 313 |
|
|
2022
Q2 | $13K | Hold |
79
| – | – | 0.01% | 295 |
|
|
2022
Q1 | $16.8K | Hold |
79
| – | – | 0.01% | 286 |
|
|
2021
Q4 | $20.1K | Buy |
79
+14
| +22% | +$3.56K | 0.01% | 271 |
|
|
2021
Q3 | $17.6K | Sell |
65
-9,462
| -99% | -$2.57M | 0.01% | 273 |
|
|
2021
Q2 | $39K | Buy |
9,527
+9,360
| +5,605% | +$38.3K | ﹤0.01% | 482 |
|
|
2021
Q1 | $35.4K | Buy |
167
+128
| +328% | +$27.1K | 0.02% | 162 |
|
|
2020
Q4 | $8.68K | Sell |
39
-35
| -47% | -$7.79K | 0.01% | 294 |
|
|
2020
Q3 | $18.6K | Hold |
74
| – | – | 0.01% | 184 |
|
|
2020
Q2 | $13.9K | Sell |
74
-25
| -25% | -$4.68K | 0.01% | 199 |
|
|
2020
Q1 | $14.3K | Sell |
99
-109
| -52% | -$15.7K | 0.02% | 177 |
|
|
2019
Q4 | $33.8K | Hold |
208
| – | – | 0.03% | 113 |
|
|
2019
Q3 | $30.9K | Buy |
208
+37
| +22% | +$5.49K | 0.03% | 117 |
|
|
2019
Q2 | $25.9K | Buy |
171
+21
| +14% | +$3.19K | 0.02% | 131 |
|
|
2019
Q1 | $23.8K | Buy |
+150
| New | +$23.8K | 0.03% | 136 |
|