Lunia Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,961
| Closed | -$1.75M | – | 36 |
|
|
2020
Q3 | $1.75M | Sell |
6,961
-30,102
| -81% | -$7.56M | 0.77% | 33 |
|
|
2020
Q2 | $6.94M | Sell |
37,063
-26,400
| -42% | -$4.95M | 3.35% | 17 |
|
|
2020
Q1 | $9.14M | Buy |
63,463
+12,820
| +25% | +$1.85M | 3.09% | 10 |
|
|
2019
Q4 | $8.24M | Sell |
50,643
-362
| -0.7% | -$58.9K | 2.66% | 25 |
|
|
2019
Q3 | $7.57M | Buy |
51,005
+1,873
| +4% | +$278K | 2.61% | 23 |
|
|
2019
Q2 | $7.46M | Sell |
49,132
-29,469
| -37% | -$4.47M | 2.73% | 22 |
|
|
2019
Q1 | $12.4M | Buy |
78,601
+36,175
| +85% | +$5.73M | 2.65% | 22 |
|
|
2018
Q4 | $5.81M | Buy |
+42,426
| New | +$5.81M | 1.28% | 30 |
|
|
2018
Q2 | – | Sell |
-99,734
| Closed | -$11.6M | – | 34 |
|
|
2018
Q1 | $11.6M | Buy |
99,734
+43,640
| +78% | +$5.08M | 2.24% | 23 |
|
|
2017
Q4 | $5.73M | Buy |
+56,094
| New | +$5.73M | 2.32% | 24 |
|