MUFG Americas’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,614
| Closed | -$664K | – | 158 |
|
|
2022
Q3 | $664K | Buy |
4,614
+406
| +10% | +$58.4K | 0.02% | 284 |
|
|
2022
Q2 | $694K | Buy |
4,208
+195
| +5% | +$32.2K | 0.02% | 286 |
|
|
2022
Q1 | $852K | Buy |
4,013
+7
| +0.2% | +$1.49K | 0.02% | 277 |
|
|
2021
Q4 | $1.02M | Buy |
4,006
+598
| +18% | +$152K | 0.02% | 271 |
|
|
2021
Q3 | $924K | Buy |
3,408
+167
| +5% | +$45.3K | 0.02% | 272 |
|
|
2021
Q2 | $792K | Buy |
3,241
+364
| +13% | +$89K | 0.01% | 278 |
|
|
2021
Q1 | $610K | Sell |
2,877
-25
| -0.9% | -$5.3K | 0.01% | 305 |
|
|
2020
Q4 | $646K | Buy |
2,902
+25
| +0.9% | +$5.57K | 0.01% | 295 |
|
|
2020
Q3 | $723K | Hold |
2,877
| – | – | 0.02% | 285 |
|
|
2020
Q2 | $539K | Sell |
2,877
-1,579
| -35% | -$296K | 0.02% | 302 |
|
|
2020
Q1 | $642K | Buy |
4,456
+3,851
| +637% | +$555K | 0.02% | 283 |
|
|
2019
Q4 | $98K | Hold |
605
| – | – | ﹤0.01% | 459 |
|
|
2019
Q3 | $90K | Hold |
605
| – | – | ﹤0.01% | 469 |
|
|
2019
Q2 | $92K | Sell |
605
-280
| -32% | -$42.6K | ﹤0.01% | 462 |
|
|
2019
Q1 | $140K | Buy |
885
+585
| +195% | +$92.5K | ﹤0.01% | 412 |
|
|
2018
Q4 | $41K | Buy |
300
+29
| +11% | +$3.96K | ﹤0.01% | 502 |
|
|
2018
Q3 | $43K | Buy |
271
+186
| +219% | +$29.5K | ﹤0.01% | 532 |
|
|
2018
Q2 | $12K | Hold |
85
| – | – | ﹤0.01% | 743 |
|
|
2018
Q1 | $10K | Sell |
85
-75
| -47% | -$8.82K | ﹤0.01% | 775 |
|
|
2017
Q4 | $16K | Buy |
160
+75
| +88% | +$7.5K | ﹤0.01% | 781 |
|
|
2017
Q3 | $8K | Sell |
85
-118
| -58% | -$11.1K | ﹤0.01% | 888 |
|
|
2017
Q2 | $18K | Hold |
203
| – | – | ﹤0.01% | 732 |
|
|
2017
Q1 | $17K | Hold |
203
| – | – | ﹤0.01% | 745 |
|
|
2016
Q4 | $14K | Hold |
203
| – | – | ﹤0.01% | 776 |
|
|
2016
Q3 | $14K | Sell |
203
-232
| -53% | -$16K | ﹤0.01% | 783 |
|
|
2016
Q2 | $35K | Sell |
435
-483
| -53% | -$38.9K | ﹤0.01% | 608 |
|
|
2016
Q1 | $68K | Buy |
918
+685
| +294% | +$50.7K | ﹤0.01% | 547 |
|
|
2015
Q4 | $18K | Sell |
233
-554
| -70% | -$42.8K | ﹤0.01% | 725 |
|
|
2015
Q3 | $55K | Hold |
787
| – | – | ﹤0.01% | 594 |
|
|
2015
Q2 | $55K | Sell |
787
-400
| -34% | -$28K | ﹤0.01% | 607 |
|
|
2015
Q1 | $80K | Hold |
1,187
| – | – | ﹤0.01% | 580 |
|
|
2014
Q4 | $71K | Buy |
1,187
+203
| +21% | +$12.1K | ﹤0.01% | 610 |
|
|
2014
Q3 | $57K | Hold |
984
| – | – | ﹤0.01% | 652 |
|
|
2014
Q2 | $57K | Hold |
984
| – | – | ﹤0.01% | 649 |
|
|
2014
Q1 | $56K | Sell |
984
-212
| -18% | -$12.1K | ﹤0.01% | 643 |
|
|
2013
Q4 | $66K | Hold |
1,196
| – | – | ﹤0.01% | 633 |
|
|
2013
Q3 | $62K | Sell |
1,196
-86,056
| -99% | -$4.46M | ﹤0.01% | 679 |
|
|
2013
Q2 | $3.33M | Buy |
+87,252
| New | +$3.33M | 0.07% | 271 |
|