Kings Point Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $338K | Sell |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q3 | $386K | Buy |
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|
2021
Q2 | $283K | Buy |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $242K | Sell |
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|
2020
Q3 | $416K | Buy |
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|
2020
Q2 | $296K | Sell |
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|
2020
Q1 | $233K | Buy |
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|
2019
Q4 | $231K | Buy |
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|
2019
Q3 | $134K | Buy |
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|
2019
Q2 | $122K | Buy |
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|
2019
Q1 | $117K | Buy |
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|
2018
Q4 | $60K | Hold |
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|
2018
Q3 | $70K | Hold |
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|
2018
Q2 | $60K | Hold |
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|
2018
Q1 | $51K | Buy |
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