MC
Montag & Caldwell’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-18,697
| Closed | -$4.49M | – | 71 |
|
|
2020
Q4 | $4.49M | Sell |
18,697
-235,068
| -93% | -$56.4M | 0.25% | 34 |
|
|
2020
Q3 | $63.8M | Sell |
253,765
-76,842
| -23% | -$19.3M | 3.87% | 7 |
|
|
2020
Q2 | $61.9M | Sell |
330,607
-91,431
| -22% | -$17.1M | 4.1% | 6 |
|
|
2020
Q1 | $60.8M | Sell |
422,038
-19,866
| -4% | -$2.86M | 4.03% | 8 |
|
|
2019
Q4 | $71.9M | Buy |
441,904
+84,592
| +24% | +$13.8M | 3.43% | 10 |
|
|
2019
Q3 | $53M | Sell |
357,312
-2,472
| -0.7% | -$367K | 2.73% | 20 |
|
|
2019
Q2 | $54.6M | Buy |
359,784
+89,098
| +33% | +$13.5M | 2.81% | 20 |
|
|
2019
Q1 | $42.9M | Buy |
270,686
+51,030
| +23% | +$8.08M | 2.24% | 21 |
|
|
2018
Q4 | $30.1M | Buy |
+219,656
| New | +$30.1M | 1.64% | 31 |
|