Leo Brokerage’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $666K | Sell |
3,154
-727
| -19% | -$154K | 0.08% | 155 |
|
|
2023
Q1 | $775K | Buy |
+3,881
| New | +$775K | 0.12% | 135 |
|
|
2022
Q2 | $464K | Sell |
2,813
-528
| -16% | -$87.1K | 0.13% | 107 |
|
|
2022
Q1 | $710K | Buy |
+3,341
| New | +$710K | 0.11% | 120 |
|
|
2021
Q3 | $995K | Buy |
3,667
+10
| +0.3% | +$2.71K | 0.18% | 62 |
|
|
2021
Q2 | $893K | Sell |
3,657
-86
| -2% | -$21K | 0.18% | 73 |
|
|
2021
Q1 | $793K | Buy |
3,743
+300
| +9% | +$63.6K | 0.22% | 72 |
|
|
2020
Q4 | $766K | Buy |
3,443
+214
| +7% | +$47.6K | 0.25% | 66 |
|
|
2020
Q3 | $605K | Buy |
+3,229
| New | +$605K | 0.25% | 59 |
|