Madden Securities’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-161
| Closed | -$21.3K | – | 148 |
|
|
2022
Q4 | $21.3K | Buy |
+161
| New | +$21.3K | 0.01% | 268 |
|
|
2022
Q2 | – | Sell |
-6,821
| Closed | -$1.45M | – | 109 |
|
|
2022
Q1 | $1.45M | Sell |
6,821
-845
| -11% | -$179K | 0.65% | 40 |
|
|
2021
Q4 | $1.95M | Buy |
7,666
+473
| +7% | +$120K | 0.91% | 37 |
|
|
2021
Q3 | $1.95M | Sell |
7,193
-2,185
| -23% | -$593K | 1.06% | 35 |
|
|
2021
Q2 | $2.29M | Sell |
9,378
-980
| -9% | -$239K | 1.2% | 25 |
|
|
2021
Q1 | $2.2M | Buy |
10,358
+600
| +6% | +$127K | 1.28% | 25 |
|
|
2020
Q4 | $2.17M | Buy |
9,758
+4,150
| +74% | +$923K | 1.4% | 17 |
|
|
2020
Q3 | $1.41M | Sell |
5,608
-1,905
| -25% | -$479K | 1.05% | 28 |
|
|
2020
Q2 | $1.41M | Buy |
+7,513
| New | +$1.41M | 1.25% | 24 |
|
|
2019
Q4 | $504K | Buy |
+3,095
| New | +$504K | 0.51% | 58 |
|