Levin Capital Strategies’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,495
| Closed | -$742K | – | 261 |
|
|
2022
Q1 | $742K | Buy |
3,495
+1,500
| +75% | +$318K | 0.07% | 111 |
|
|
2021
Q4 | $507K | Buy |
1,995
+1,000
| +101% | +$254K | 0.05% | 158 |
|
|
2021
Q3 | $270K | Hold |
995
| – | – | 0.03% | 221 |
|
|
2021
Q2 | $243K | Hold |
995
| – | – | 0.02% | 246 |
|
|
2021
Q1 | $211K | Hold |
995
| – | – | 0.02% | 235 |
|
|
2020
Q4 | $221K | Hold |
995
| – | – | 0.02% | 223 |
|
|
2020
Q3 | $250K | Buy |
+995
| New | +$250K | 0.03% | 208 |
|
|
2017
Q2 | – | Sell |
-10,000
| Closed | -$825K | – | 320 |
|
|
2017
Q1 | $825K | Buy |
+10,000
| New | +$825K | 0.01% | 161 |
|