Next Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.5M | Buy |
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|
2021
Q3 | $4.5M | Sell |
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|
2021
Q2 | $4.24M | Buy |
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|
2021
Q1 | $3.08M | Buy |
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|
2020
Q4 | $3.07M | Sell |
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|
2020
Q3 | $4.05M | Sell |
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|
2020
Q2 | $3.5M | Buy |
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|
2020
Q1 | $2.3M | Sell |
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|
2019
Q4 | $3.18M | Sell |
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|
2019
Q3 | $3.32M | Buy |
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|
2019
Q2 | $3.1M | Buy |
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|
2019
Q1 | $903K | Sell |
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|
2018
Q4 | $2.19M | Buy |
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|
2018
Q3 | $502K | Sell |
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|
2018
Q2 | $576K | Sell |
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|
2018
Q1 | $761K | Buy |
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|
2017
Q4 | $540K | Sell |
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|
2017
Q3 | $546K | Sell |
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|
2017
Q2 | $562K | Buy |
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|
2017
Q1 | $523K | Buy |
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|
2016
Q4 | $262K | Buy |
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|
2016
Q3 | $125K | Buy |
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|
2016
Q2 | $136K | Sell |
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|
2016
Q1 | $130K | Buy |
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|
2015
Q4 | $116K | Buy |
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|
2015
Q3 | $98K | Buy |
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|
2015
Q2 | $81K | Hold |
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|
2015
Q1 | $78K | Buy |
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|
2014
Q4 | $61K | Sell |
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|
2014
Q3 | $123K | Buy |
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|
2014
Q2 | $5K | Buy |
|