Ladenburg Thalmann Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $16.2M | Buy |
100,813
+19,173
| +23% | +$3.09M | 0.1% | 203 |
|
|
2019
Q3 | $12.1M | Buy |
81,640
+1,283
| +2% | +$190K | 0.08% | 234 |
|
|
2019
Q2 | $12.2M | Buy |
80,357
+6,372
| +9% | +$967K | 0.09% | 227 |
|
|
2019
Q1 | $11.7M | Buy |
73,985
+13,724
| +23% | +$2.18M | 0.09% | 218 |
|
|
2018
Q4 | $8.25M | Buy |
60,261
+2,602
| +5% | +$356K | 0.07% | 243 |
|
|
2018
Q3 | $9.17M | Buy |
57,659
+15,929
| +38% | +$2.53M | 0.08% | 224 |
|
|
2018
Q2 | $4.85M | Hold |
41,730
| – | – | 0.05% | 368 |
|
|
2018
Q1 | $4.85M | Buy |
41,730
+10,747
| +35% | +$1.25M | 0.05% | 368 |
|
|
2017
Q4 | $3.17M | Buy |
30,983
+7,755
| +33% | +$794K | 0.03% | 508 |
|
|
2017
Q3 | $2.17M | Buy |
23,228
+1,399
| +6% | +$131K | 0.02% | 585 |
|
|
2017
Q2 | $1.89M | Buy |
21,829
+4,916
| +29% | +$426K | 0.02% | 612 |
|
|
2017
Q1 | $1.4M | Buy |
16,913
+3,439
| +26% | +$284K | 0.02% | 725 |
|
|
2016
Q4 | $930K | Buy |
13,474
+354
| +3% | +$24.4K | 0.01% | 883 |
|
|
2016
Q3 | $930K | Buy |
13,120
+1,318
| +11% | +$93.4K | 0.01% | 837 |
|
|
2016
Q2 | $937K | Sell |
11,802
-9,409
| -44% | -$747K | 0.02% | 792 |
|
|
2016
Q1 | $1.57M | Sell |
21,211
-3,685
| -15% | -$273K | 0.03% | 512 |
|
|
2015
Q4 | $1.95M | Buy |
24,896
+6,276
| +34% | +$491K | 0.04% | 427 |
|
|
2015
Q3 | $1.3M | Buy |
18,620
+3,142
| +20% | +$219K | 0.03% | 534 |
|
|
2015
Q2 | $1.08M | Buy |
15,478
+1,703
| +12% | +$118K | 0.02% | 663 |
|
|
2015
Q1 | $923K | Buy |
13,775
+8,006
| +139% | +$536K | 0.02% | 725 |
|
|
2014
Q4 | $342K | Buy |
5,769
+840
| +17% | +$49.8K | 0.01% | 1113 |
|
|
2014
Q3 | $283K | Sell |
4,929
-870
| -15% | -$50K | 0.01% | 1042 |
|
|
2014
Q2 | $337K | Sell |
5,799
-1,482
| -20% | -$86.1K | 0.01% | 936 |
|
|
2014
Q1 | $415K | Buy |
7,281
+185
| +3% | +$10.5K | 0.01% | 805 |
|
|
2013
Q4 | $391K | Buy |
7,096
+1,894
| +36% | +$104K | 0.01% | 785 |
|
|
2013
Q3 | $274K | Sell |
5,202
-223
| -4% | -$11.7K | 0.01% | 878 |
|
|
2013
Q2 | $211K | Buy |
+5,425
| New | +$211K | 0.01% | 954 |
|