Mitsubishi UFJ Morgan Stanley 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 |
-260
| Closed | -$34K | – | 60 |
|
|
2022
Q4 | $34K | Buy |
260
+10
| +4% | +$1.31K | 0.3% | 47 |
|
|
2022
Q3 | $36K | Hold |
250
| – | – | 0.48% | 35 |
|
|
2022
Q2 | $41K | Hold |
250
| – | – | 0.06% | 31 |
|
|
2022
Q1 | $53K | Sell |
250
-130
| -34% | -$27.6K | 0.05% | 26 |
|
|
2021
Q4 | $97K | Sell |
380
-10
| -3% | -$2.55K | 0.05% | 56 |
|
|
2021
Q3 | $106K | Buy |
390
+160
| +70% | +$43.5K | 0.1% | 31 |
|
|
2021
Q2 | $56K | Buy |
+230
| New | +$56K | 0.42% | 58 |
|
|
2014
Q4 | $28K | Hold |
470
| – | – | 0.06% | 91 |
|
|
2014
Q3 | $27K | Buy |
+470
| New | +$27K | 0.08% | 101 |
|
|
2014
Q2 | – | Sell |
-330
| Closed | -$19K | – | 247 |
|
|
2014
Q1 | $19K | Hold |
330
| – | – | 0.05% | 126 |
|
|
2013
Q4 | $18K | Sell |
330
-280
| -46% | -$15.3K | 0.03% | 166 |
|
|
2013
Q3 | $32K | Buy |
+610
| New | +$32K | 0.05% | 111 |
|