MSI Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $724K | Buy |
10,571
+3,695
| +54% | +$253K | 0.02% | 559 |
|
|
2016
Q3 | $491K | Sell |
6,876
-923
| -12% | -$65.9K | 0.02% | 681 |
|
|
2016
Q2 | $619K | Buy |
7,799
+115
| +1% | +$9.13K | 0.02% | 563 |
|
|
2016
Q1 | $567K | Buy |
7,684
+899
| +13% | +$66.3K | 0.02% | 557 |
|
|
2015
Q4 | $532K | Buy |
6,785
+1,975
| +41% | +$155K | 0.02% | 542 |
|
|
2015
Q3 | $334K | Buy |
4,810
+2,236
| +87% | +$155K | 0.03% | 489 |
|
|
2015
Q2 | $179K | Sell |
2,574
-482
| -16% | -$33.5K | 0.01% | 753 |
|
|
2015
Q1 | $204K | Buy |
3,056
+302
| +11% | +$20.2K | 0.01% | 731 |
|
|
2014
Q4 | $163K | Sell |
2,754
-1,844
| -40% | -$109K | 0.02% | 643 |
|
|
2014
Q3 | $265K | Sell |
4,598
-6,097
| -57% | -$351K | 0.03% | 501 |
|
|
2014
Q2 | $621K | Buy |
10,695
+1,090
| +11% | +$63.3K | 0.08% | 280 |
|
|
2014
Q1 | $548K | Buy |
9,605
+5,869
| +157% | +$335K | 0.08% | 280 |
|
|
2013
Q4 | $206K | Sell |
3,736
-477
| -11% | -$26.3K | 0.03% | 484 |
|
|
2013
Q3 | $219K | Sell |
4,213
-2,598
| -38% | -$135K | 0.04% | 416 |
|
|
2013
Q2 | $260K | Buy |
+6,811
| New | +$260K | 0.05% | 346 |
|