Meristem Family Wealth’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.22M | Sell |
5,729
-3,170
| -36% | -$673K | 0.13% | 89 |
|
|
2021
Q4 | $2.26M | Buy |
8,899
+258
| +3% | +$65.6K | 0.19% | 59 |
|
|
2021
Q3 | $2.34M | Buy |
8,641
+2,760
| +47% | +$749K | 0.23% | 54 |
|
|
2021
Q2 | $1.44M | Buy |
5,881
+1,605
| +38% | +$392K | 0.23% | 55 |
|
|
2021
Q1 | $906K | Hold |
4,276
| – | – | 0.18% | 72 |
|
|
2020
Q4 | $952K | Hold |
4,276
| – | – | 0.2% | 64 |
|
|
2020
Q3 | $1.08M | Hold |
4,276
| – | – | 0.28% | 53 |
|
|
2020
Q2 | $801K | Buy |
4,276
+24
| +0.6% | +$4.5K | 0.22% | 67 |
|
|
2020
Q1 | $612K | Buy |
4,252
+565
| +15% | +$81.3K | 0.19% | 75 |
|
|
2019
Q4 | $600K | Buy |
3,687
+474
| +15% | +$77.1K | 0.15% | 86 |
|
|
2019
Q3 | $477K | Buy |
3,213
+1,400
| +77% | +$208K | 0.13% | 103 |
|
|
2019
Q2 | $275K | Hold |
1,813
| – | – | 0.08% | 127 |
|
|
2019
Q1 | $287K | Hold |
1,813
| – | – | 0.1% | 107 |
|
|
2018
Q4 | $248K | Buy |
1,813
+25
| +1% | +$3.42K | 0.09% | 107 |
|
|
2018
Q3 | $284K | Hold |
1,788
| – | – | 0.1% | 108 |
|
|
2018
Q2 | $244K | Hold |
1,788
| – | – | 0.09% | 117 |
|
|
2018
Q1 | $208K | Buy |
+1,788
| New | +$208K | 0.07% | 121 |
|
|
2016
Q4 | – | Sell |
-3,077
| Closed | -$219K | – | 115 |
|
|
2016
Q3 | $219K | Sell |
3,077
-57
| -2% | -$4.06K | 0.09% | 104 |
|
|
2016
Q2 | $249K | Sell |
3,134
-619
| -16% | -$49.2K | 0.11% | 89 |
|
|
2016
Q1 | $277K | Buy |
3,753
+104
| +3% | +$7.68K | 0.12% | 89 |
|
|
2015
Q4 | $286K | Buy |
+3,649
| New | +$286K | 0.11% | 90 |
|
|
2014
Q1 | – | Sell |
-6,200
| Closed | -$342K | – | 111 |
|
|
2013
Q4 | $342K | Hold |
6,200
| – | – | 0.14% | 80 |
|
|
2013
Q3 | $322K | Hold |
6,200
| – | – | 0.15% | 75 |
|
|
2013
Q2 | $237K | Buy |
+6,200
| New | +$237K | 0.11% | 90 |
|