Next Financial Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.5M | Buy |
17,694
+1,095
| +7% | +$278K | 0.3% | 64 |
|
|
2021
Q3 | $4.5M | Sell |
16,599
-777
| -4% | -$211K | 0.35% | 50 |
|
|
2021
Q2 | $4.24M | Buy |
17,376
+2,867
| +20% | +$700K | 0.34% | 59 |
|
|
2021
Q1 | $3.08M | Buy |
14,509
+710
| +5% | +$150K | 0.27% | 78 |
|
|
2020
Q4 | $3.07M | Sell |
13,799
-2,313
| -14% | -$515K | 0.29% | 77 |
|
|
2020
Q3 | $4.05M | Sell |
16,112
-2,573
| -14% | -$647K | 0.44% | 42 |
|
|
2020
Q2 | $3.5M | Buy |
18,685
+2,709
| +17% | +$507K | 0.41% | 55 |
|
|
2020
Q1 | $2.3M | Sell |
15,976
-3,589
| -18% | -$517K | 0.3% | 77 |
|
|
2019
Q4 | $3.18M | Sell |
19,565
-2,803
| -13% | -$456K | 0.33% | 63 |
|
|
2019
Q3 | $3.32M | Buy |
22,368
+1,951
| +10% | +$290K | 0.36% | 55 |
|
|
2019
Q2 | $3.1M | Buy |
20,417
+14,710
| +258% | +$2.23M | 0.33% | 65 |
|
|
2019
Q1 | $903K | Sell |
5,707
-10,288
| -64% | -$1.63M | 0.23% | 51 |
|
|
2018
Q4 | $2.19M | Buy |
15,995
+12,836
| +406% | +$1.76M | 0.46% | 45 |
|
|
2018
Q3 | $502K | Sell |
3,159
-1,061
| -25% | -$169K | 0.23% | 95 |
|
|
2018
Q2 | $576K | Sell |
4,220
-2,321
| -35% | -$317K | 0.22% | 119 |
|
|
2018
Q1 | $761K | Buy |
6,541
+1,258
| +24% | +$146K | 0.16% | 156 |
|
|
2017
Q4 | $540K | Sell |
5,283
-351
| -6% | -$35.9K | 0.23% | 123 |
|
|
2017
Q3 | $546K | Sell |
5,634
-850
| -13% | -$82.4K | 0.15% | 149 |
|
|
2017
Q2 | $562K | Buy |
6,484
+411
| +7% | +$35.6K | 0.14% | 167 |
|
|
2017
Q1 | $523K | Buy |
6,073
+2,239
| +58% | +$193K | 0.15% | 161 |
|
|
2016
Q4 | $262K | Buy |
3,834
+2,080
| +119% | +$142K | 0.05% | 389 |
|
|
2016
Q3 | $125K | Buy |
1,754
+39
| +2% | +$2.78K | 0.02% | 590 |
|
|
2016
Q2 | $136K | Sell |
1,715
-50
| -3% | -$3.97K | 0.04% | 381 |
|
|
2016
Q1 | $130K | Buy |
1,765
+283
| +19% | +$20.8K | 0.05% | 365 |
|
|
2015
Q4 | $116K | Buy |
1,482
+57
| +4% | +$4.46K | 0.04% | 378 |
|
|
2015
Q3 | $98K | Buy |
1,425
+250
| +21% | +$17.2K | 0.04% | 425 |
|
|
2015
Q2 | $81K | Hold |
1,175
| – | – | 0.03% | 528 |
|
|
2015
Q1 | $78K | Buy |
1,175
+140
| +14% | +$9.29K | 0.03% | 534 |
|
|
2014
Q4 | $61K | Sell |
1,035
-1,100
| -52% | -$64.8K | 0.02% | 592 |
|
|
2014
Q3 | $123K | Buy |
2,135
+2,035
| +2,035% | +$117K | 0.02% | 594 |
|
|
2014
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 911 |
|