Krilogy Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,347
| Closed | -$1.67M | – | 242 |
|
|
2023
Q1 | $1.67M | Buy |
8,347
+3,397
| +69% | +$679K | 0.14% | 127 |
|
|
2022
Q4 | $656K | Sell |
4,950
-3,638
| -42% | -$482K | 0.06% | 217 |
|
|
2022
Q3 | $1.24M | Buy |
8,588
+196
| +2% | +$28.2K | 0.15% | 92 |
|
|
2022
Q2 | $1.39M | Sell |
8,392
-194
| -2% | -$32K | 0.16% | 89 |
|
|
2022
Q1 | $1.82M | Buy |
8,586
+610
| +8% | +$130K | 0.19% | 82 |
|
|
2021
Q4 | $2.03M | Sell |
7,976
-78
| -1% | -$19.8K | 0.2% | 76 |
|
|
2021
Q3 | $2.18M | Buy |
8,054
+95
| +1% | +$25.8K | 0.22% | 69 |
|
|
2021
Q2 | $1.94M | Buy |
7,959
+53
| +0.7% | +$12.9K | 0.19% | 75 |
|
|
2021
Q1 | $1.68M | Buy |
7,906
+3,359
| +74% | +$712K | 0.18% | 77 |
|
|
2020
Q4 | $1.01M | Buy |
4,547
+625
| +16% | +$139K | 0.12% | 114 |
|
|
2020
Q3 | $986K | Sell |
3,922
-326
| -8% | -$82K | 0.14% | 94 |
|
|
2020
Q2 | $796K | Buy |
+4,248
| New | +$796K | 0.12% | 112 |
|
|
2018
Q4 | – | Sell |
-125
| Closed | -$20K | – | 245 |
|
|
2018
Q3 | $20K | Buy |
+125
| New | +$20K | ﹤0.01% | 425 |
|
|
2018
Q2 | – | Sell |
-125
| Closed | -$15K | – | 258 |
|
|
2018
Q1 | $15K | Sell |
125
-50
| -29% | -$6K | ﹤0.01% | 479 |
|
|
2017
Q4 | $18K | Hold |
175
| – | – | ﹤0.01% | 446 |
|
|
2017
Q3 | $16K | Sell |
175
-200
| -53% | -$18.3K | ﹤0.01% | 506 |
|
|
2017
Q2 | $32K | Sell |
375
-1,925
| -84% | -$164K | 0.01% | 376 |
|
|
2017
Q1 | $157K | Hold |
2,300
| – | – | 0.05% | 154 |
|
|
2016
Q4 | $157K | Sell |
2,300
-50
| -2% | -$3.41K | 0.05% | 154 |
|
|
2016
Q3 | $168K | Buy |
2,350
+237
| +11% | +$16.9K | 0.05% | 143 |
|
|
2016
Q2 | $168K | Buy |
2,113
+1,525
| +259% | +$121K | 0.06% | 143 |
|
|
2016
Q1 | $43K | Hold |
588
| – | – | 0.02% | 282 |
|
|
2015
Q4 | $46K | Buy |
588
+163
| +38% | +$12.8K | 0.04% | 143 |
|
|
2015
Q3 | $30K | Buy |
+425
| New | +$30K | 0.01% | 261 |
|