Mitchell Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,745
| Closed | -$4.26M | – | 131 |
|
|
2021
Q4 | $4.26M | Sell |
16,745
-238
| -1% | -$60.5K | 0.86% | 33 |
|
|
2021
Q3 | $4.61M | Sell |
16,983
-81
| -0.5% | -$22K | 1.03% | 27 |
|
|
2021
Q2 | $4.17M | Sell |
17,064
-850
| -5% | -$208K | 0.91% | 31 |
|
|
2021
Q1 | $3.8M | Sell |
17,914
-1,499
| -8% | -$318K | 0.93% | 31 |
|
|
2020
Q4 | $4.32M | Sell |
19,413
-71
| -0.4% | -$15.8K | 1.08% | 26 |
|
|
2020
Q3 | $4.9M | Sell |
19,484
-184
| -0.9% | -$46.2K | 1.42% | 16 |
|
|
2020
Q2 | $3.68M | Sell |
19,668
-4
| -0% | -$749 | 1.19% | 22 |
|
|
2020
Q1 | $2.83M | Sell |
19,672
-380
| -2% | -$54.7K | 1.1% | 25 |
|
|
2019
Q4 | $3.26M | Buy |
20,052
+5,814
| +41% | +$946K | 1.04% | 30 |
|
|
2019
Q3 | $2.11M | Buy |
14,238
+5,988
| +73% | +$889K | 0.71% | 47 |
|
|
2019
Q2 | $1.25M | Sell |
8,250
-98
| -1% | -$14.9K | 0.42% | 76 |
|
|
2019
Q1 | $1.32M | Buy |
8,348
+193
| +2% | +$30.6K | 0.47% | 63 |
|
|
2018
Q4 | $1.12M | Buy |
+8,155
| New | +$1.12M | 0.47% | 51 |
|