Lee Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-83
| Closed | -$21.8K | – | 297 |
|
|
2023
Q4 | $21.8K | Buy |
83
+10
| +14% | +$2.63K | ﹤0.01% | 313 |
|
|
2023
Q3 | $14.8K | Hold |
73
| – | – | ﹤0.01% | 347 |
|
|
2023
Q2 | $15.4K | Sell |
73
-22
| -23% | -$4.65K | ﹤0.01% | 345 |
|
|
2023
Q1 | $19K | Buy |
95
+11
| +13% | +$2.2K | ﹤0.01% | 317 |
|
|
2022
Q4 | $11.1K | Buy |
84
+27
| +47% | +$3.58K | ﹤0.01% | 443 |
|
|
2022
Q3 | $8K | Sell |
57
-42
| -42% | -$5.9K | ﹤0.01% | 472 |
|
|
2022
Q2 | $16K | Buy |
99
+69
| +230% | +$11.2K | ﹤0.01% | 366 |
|
|
2022
Q1 | $6K | Sell |
30
-58
| -66% | -$11.6K | ﹤0.01% | 494 |
|
|
2021
Q4 | $23K | Buy |
88
+37
| +73% | +$9.67K | ﹤0.01% | 346 |
|
|
2021
Q3 | $14K | Buy |
51
+32
| +168% | +$8.78K | ﹤0.01% | 378 |
|
|
2021
Q2 | $5K | Buy |
+19
| New | +$5K | ﹤0.01% | 455 |
|
|
2020
Q1 | – | Sell |
-950
| Closed | -$155K | – | 484 |
|
|
2019
Q4 | $155K | Hold |
950
| – | – | 0.03% | 133 |
|
|
2019
Q3 | $141K | Hold |
950
| – | – | 0.03% | 137 |
|
|
2019
Q2 | $144K | Hold |
950
| – | – | 0.03% | 147 |
|
|
2019
Q1 | $150K | Buy |
+950
| New | +$150K | 0.04% | 141 |
|
|
2018
Q3 | – | Sell |
-143
| Closed | -$20K | – | 519 |
|
|
2018
Q2 | $20K | Buy |
143
+7
| +5% | +$979 | ﹤0.01% | 342 |
|
|
2018
Q1 | $16K | Buy |
+136
| New | +$16K | ﹤0.01% | 385 |
|