Lavaca Capital’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 |
-5,000
| Closed | -$840K | – | 147 |
|
|
2023
Q1 | $840K | Hold |
5,000
| – | – | 0.18% | 81 |
|
|
2022
Q4 | $813K | Sell |
5,000
-5,100
| -50% | -$829K | 0.25% | 71 |
|
|
2022
Q3 | $1.86M | Sell |
10,100
-460
| -4% | -$84.7K | 0.67% | 23 |
|
|
2022
Q2 | $1.86M | Sell |
10,560
-9,264
| -47% | -$1.63M | 0.28% | 26 |
|
|
2022
Q1 | $4.21M | Buy |
+19,824
| New | +$4.21M | 0.45% | 13 |
|
|
2020
Q4 | – | Sell |
-862
| Closed | -$217K | – | 99 |
|
|
2020
Q3 | $217K | Buy |
+862
| New | +$217K | 0.03% | 88 |
|