LBC
Lawrence B. Cohen’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,777
| Closed | -$3.4M | – | 16 |
|
|
2023
Q3 | $3.4M | Sell |
16,777
-295
| -2% | -$59.8K | 2.3% | 9 |
|
|
2023
Q2 | $3.61M | Sell |
17,072
-634
| -4% | -$134K | 2.31% | 8 |
|
|
2023
Q1 | $3.54M | Sell |
17,706
-536
| -3% | -$107K | 2.37% | 8 |
|
|
2022
Q4 | $2.42M | Buy |
18,242
+72
| +0.4% | +$9.55K | 1.26% | 28 |
|
|
2022
Q3 | $2.61M | Sell |
18,170
-600
| -3% | -$86.3K | 2.01% | 9 |
|
|
2022
Q2 | $3.1M | Buy |
18,770
+108
| +0.6% | +$17.8K | 2.21% | 12 |
|
|
2022
Q1 | $3.96M | Buy |
18,662
+1,551
| +9% | +$329K | 2.35% | 7 |
|
|
2021
Q4 | $4.35M | Sell |
17,111
-1,137
| -6% | -$289K | 1.7% | 11 |
|
|
2021
Q3 | $4.95M | Sell |
18,248
-969
| -5% | -$263K | 2.61% | 8 |
|
|
2021
Q2 | $4.69M | Sell |
19,217
-495
| -3% | -$121K | 2.39% | 11 |
|
|
2021
Q1 | $4.18M | Sell |
19,712
-28
| -0.1% | -$5.93K | 2.26% | 12 |
|
|
2020
Q4 | $4.39M | Sell |
19,740
-729
| -4% | -$162K | 2.44% | 12 |
|
|
2020
Q3 | $5.14M | Sell |
20,469
-126
| -0.6% | -$31.7K | 3.13% | 5 |
|
|
2020
Q2 | $3.86M | Buy |
20,595
+819
| +4% | +$153K | 2.58% | 7 |
|
|
2020
Q1 | $2.85M | Sell |
19,776
-449
| -2% | -$64.6K | 2.23% | 14 |
|
|
2019
Q4 | $3.29M | Buy |
20,225
+457
| +2% | +$74.3K | 1.94% | 21 |
|
|
2019
Q3 | $2.93M | Buy |
19,768
+1,532
| +8% | +$227K | 1.92% | 20 |
|
|
2019
Q2 | $2.77M | Sell |
18,236
-100
| -0.5% | -$15.2K | 1.91% | 24 |
|
|
2019
Q1 | $2.9M | Buy |
18,336
+1,365
| +8% | +$216K | 2.04% | 21 |
|
|
2018
Q4 | $2.32M | Buy |
16,971
+346
| +2% | +$47.4K | 1.8% | 25 |
|
|
2018
Q3 | $2.64M | Buy |
16,625
+330
| +2% | +$52.5K | 1.8% | 26 |
|
|
2018
Q2 | $2.22M | Sell |
16,295
-2,605
| -14% | -$355K | 1.59% | 29 |
|
|
2018
Q1 | $2.2M | Buy |
18,900
+45
| +0.2% | +$5.23K | 1.47% | 31 |
|
|
2017
Q4 | $1.93M | Buy |
18,855
+310
| +2% | +$31.7K | 1.22% | 32 |
|
|
2017
Q3 | $1.73M | Buy |
18,545
+715
| +4% | +$66.8K | 1.13% | 34 |
|
|
2017
Q2 | $1.54M | Buy |
17,830
+1,890
| +12% | +$164K | 0.99% | 34 |
|
|
2017
Q1 | $1.32M | Buy |
15,940
+9,375
| +143% | +$773K | 0.81% | 36 |
|
|
2016
Q4 | $449K | Buy |
+6,565
| New | +$449K | 0.27% | 53 |
|