Newfound Research’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 |
-393
| Closed | -$100K | – | 138 |
|
|
2021
Q4 | $100K | Buy |
+393
| New | +$100K | 0.12% | 94 |
|
|
2021
Q1 | – | Sell |
-245
| Closed | -$55K | – | 134 |
|
|
2020
Q4 | $55K | Buy |
245
+74
| +43% | +$16.6K | 0.14% | 108 |
|
|
2020
Q3 | $43K | Buy |
+171
| New | +$43K | 0.12% | 30 |
|