KPCM
Kings Point Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $338K | Sell |
1,592
-148
| -9% | -$31.4K | 0.03% | 158 |
|
|
2021
Q4 | $442K | Buy |
1,740
+318
| +22% | +$80.8K | 0.04% | 149 |
|
|
2021
Q3 | $386K | Buy |
1,422
+265
| +23% | +$71.9K | 0.03% | 150 |
|
|
2021
Q2 | $283K | Buy |
1,157
+102
| +10% | +$24.9K | 0.03% | 173 |
|
|
2021
Q1 | $223K | Sell |
1,055
-33
| -3% | -$6.98K | 0.02% | 186 |
|
|
2020
Q4 | $242K | Sell |
1,088
-567
| -34% | -$126K | 0.03% | 171 |
|
|
2020
Q3 | $416K | Buy |
1,655
+73
| +5% | +$18.3K | 0.05% | 133 |
|
|
2020
Q2 | $296K | Sell |
1,582
-40
| -2% | -$7.48K | 0.04% | 137 |
|
|
2020
Q1 | $233K | Buy |
1,622
+200
| +14% | +$28.7K | 0.04% | 147 |
|
|
2019
Q4 | $231K | Buy |
1,422
+520
| +58% | +$84.5K | 0.03% | 165 |
|
|
2019
Q3 | $134K | Buy |
902
+100
| +12% | +$14.9K | 0.02% | 191 |
|
|
2019
Q2 | $122K | Buy |
802
+64
| +9% | +$9.74K | 0.02% | 183 |
|
|
2019
Q1 | $117K | Buy |
738
+300
| +68% | +$47.6K | 0.02% | 169 |
|
|
2018
Q4 | $60K | Hold |
438
| – | – | 0.01% | 202 |
|
|
2018
Q3 | $70K | Hold |
438
| – | – | 0.01% | 210 |
|
|
2018
Q2 | $60K | Hold |
438
| – | – | 0.01% | 221 |
|
|
2018
Q1 | $51K | Buy |
+438
| New | +$51K | 0.01% | 233 |
|