LCM
Levitt Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $571K | Sell |
9,829
-23,679
| -71% | -$1.38M | 1.37% | 26 |
|
|
2014
Q1 | $1.91M | Sell |
33,508
-3,254
| -9% | -$186K | 1.82% | 12 |
|
|
2013
Q4 | $2.03M | Sell |
36,762
-633
| -2% | -$34.9K | 2.48% | 7 |
|
|
2013
Q3 | $1.94M | Sell |
37,395
-5,635
| -13% | -$292K | 2.73% | 7 |
|
|
2013
Q2 | $1.64M | Buy |
+43,030
| New | +$1.64M | 2.85% | 6 |
|