Lee Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $5.35M | Buy |
46,000
+15,000
| +48% | +$1.74M | 4.04% | 3 |
|
|
2017
Q4 | $3.17M | Sell |
31,000
-4,000
| -11% | -$409K | 2.69% | 6 |
|
|
2017
Q3 | $3.27M | Buy |
35,000
+11,000
| +46% | +$1.03M | 2.65% | 5 |
|
|
2017
Q2 | $2.08M | Buy |
24,000
+17,000
| +243% | +$1.47M | 1.85% | 19 |
|
|
2017
Q1 | $577K | Sell |
7,000
-5,000
| -42% | -$412K | 0.52% | 66 |
|
|
2016
Q4 | $822K | Buy |
+12,000
| New | +$822K | 0.77% | 52 |
|