Kopp Investment Advisors’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,726
Closed -$273K 49
2019
Q1
$273K Buy
1,726
+3
+0.2% +$475 0.22% 51
2018
Q4
$236K Buy
1,723
+267
+18% +$36.6K 0.23% 55
2018
Q3
$232K Buy
+1,456
New +$232K 0.2% 57