Mason Investment Advisory Services’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 |
-8,485
| Closed | -$1.8M | – | 90 |
|
|
2022
Q1 | $1.8M | Sell |
8,485
-1,803
| -18% | -$383K | 0.16% | 24 |
|
|
2021
Q4 | $2.61M | Buy |
10,288
+1,985
| +24% | +$504K | 0.22% | 11 |
|
|
2021
Q3 | $2.25M | Hold |
8,303
| – | – | 0.23% | 14 |
|
|
2021
Q2 | $2.03M | Buy |
8,303
+2,141
| +35% | +$523K | 0.21% | 14 |
|
|
2021
Q1 | $1.31M | Buy |
+6,162
| New | +$1.31M | 0.14% | 36 |
|