Kingsbury Capital Investment Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$336K Hold
2,334
0.51% 43
2022
Q2
$385K Buy
2,334
+15
+0.6% +$2.47K 0.53% 47
2022
Q1
$492K Buy
+2,319
New +$492K 0.54% 39