Lantz Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-899
| Closed | -$231K | – | 233 |
|
|
2024
Q2 | $231K | Sell |
899
-323
| -26% | -$83K | 0.07% | 191 |
|
|
2024
Q1 | $368K | Buy |
1,222
+48
| +4% | +$14.5K | 0.12% | 144 |
|
|
2023
Q4 | $309K | Buy |
1,174
+25
| +2% | +$6.58K | 0.11% | 153 |
|
|
2023
Q3 | $233K | Buy |
1,149
+2
| +0.2% | +$406 | 0.09% | 164 |
|
|
2023
Q2 | $242K | Buy |
1,147
+95
| +9% | +$20.1K | 0.09% | 163 |
|
|
2023
Q1 | $210K | Buy |
+1,052
| New | +$210K | 0.09% | 177 |
|
|
2022
Q3 | – | Sell |
-1,211
| Closed | -$200K | – | 167 |
|
|
2022
Q2 | $200K | Sell |
1,211
-179
| -13% | -$29.6K | 0.09% | 163 |
|
|
2022
Q1 | $295K | Buy |
1,390
+5
| +0.4% | +$1.06K | 0.12% | 139 |
|
|
2021
Q4 | $352K | Sell |
1,385
-36
| -3% | -$9.15K | 0.16% | 116 |
|
|
2021
Q3 | $385K | Buy |
1,421
+358
| +34% | +$97K | 0.2% | 106 |
|
|
2021
Q2 | $260K | Buy |
1,063
+2
| +0.2% | +$489 | 0.13% | 131 |
|
|
2021
Q1 | $225K | Buy |
1,061
+162
| +18% | +$34.4K | 0.13% | 123 |
|
|
2020
Q4 | $200K | Sell |
899
-162
| -15% | -$36K | 0.12% | 121 |
|
|
2020
Q3 | $267K | Buy |
+1,061
| New | +$267K | 0.18% | 94 |
|