Landsberg Bennett & Dubbaneh’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $5.66M | Buy |
20,551
+604
| +3% | +$166K | 0.72% | 33 |
|
2021
Q2 | $4.9M | Buy |
19,947
+898
| +5% | +$221K | 0.64% | 40 |
|
2021
Q1 | $4.17M | Buy |
19,049
+4,600
| +32% | +$1.01M | 0.6% | 44 |
|
2020
Q4 | $3.22M | Buy |
14,449
+2,652
| +22% | +$590K | 0.49% | 64 |
|
2020
Q3 | $2.92M | Sell |
11,797
-1,103
| -9% | -$273K | 0.51% | 54 |
|
2020
Q2 | $2.37M | Buy |
12,900
+1,320
| +11% | +$242K | 0.49% | 63 |
|
2020
Q1 | $1.56M | Buy |
11,580
+2,177
| +23% | +$292K | 0.43% | 62 |
|
2019
Q4 | $1.53M | Buy |
9,403
+3,978
| +73% | +$646K | 0.36% | 89 |
|
2019
Q3 | $804K | Sell |
5,425
-140
| -3% | -$20.7K | 0.22% | 106 |
|
2019
Q2 | $857K | Sell |
5,565
-8,582
| -61% | -$1.32M | 0.22% | 107 |
|
2019
Q1 | $2.3M | Buy |
14,147
+6,136
| +77% | +$998K | 0.54% | 68 |
|
2018
Q4 | $1.1M | Buy |
+8,011
| New | +$1.1M | 0.42% | 88 |
|