Miles Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $449K | Sell |
3,118
-240
| -7% | -$34.6K | 0.48% | 56 |
|
|
2019
Q4 | $546K | Sell |
3,358
-456
| -12% | -$74.1K | 0.44% | 65 |
|
|
2019
Q3 | $566K | Sell |
3,814
-81
| -2% | -$12K | 0.47% | 61 |
|
|
2019
Q2 | $591K | Sell |
3,895
-743
| -16% | -$113K | 0.48% | 62 |
|
|
2019
Q1 | $735K | Sell |
4,638
-167
| -3% | -$26.5K | 0.64% | 50 |
|
|
2018
Q4 | $658K | Sell |
4,805
-95
| -2% | -$13K | 0.65% | 49 |
|
|
2018
Q3 | $779K | Buy |
4,900
+1,825
| +59% | +$290K | 0.63% | 50 |
|
|
2018
Q2 | $419K | Sell |
3,075
-23
| -0.7% | -$3.13K | 0.26% | 77 |
|
|
2018
Q1 | $360K | Buy |
+3,098
| New | +$360K | 0.2% | 86 |
|
|
2017
Q3 | – | Sell |
-5,486
| Closed | -$475K | – | 192 |
|
|
2017
Q2 | $475K | Hold |
5,486
| – | – | 0.26% | 67 |
|
|
2017
Q1 | $453K | Buy |
5,486
+1,935
| +54% | +$160K | 0.25% | 63 |
|
|
2016
Q4 | $243K | Hold |
3,551
| – | – | 0.15% | 114 |
|
|
2016
Q3 | $253K | Buy |
3,551
+608
| +21% | +$43.3K | 0.17% | 97 |
|
|
2016
Q2 | $234K | Buy |
+2,943
| New | +$234K | 0.16% | 159 |
|