North American Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $420K | Hold |
1,981
| – | – | 0.06% | 86 |
|
|
2020
Q4 | $441K | Hold |
1,981
| – | – | 0.06% | 87 |
|
|
2020
Q3 | $498K | Hold |
1,981
| – | – | 0.08% | 84 |
|
|
2020
Q2 | $371K | Sell |
1,981
-65
| -3% | -$12.2K | 0.06% | 90 |
|
|
2020
Q1 | $295K | Hold |
2,046
| – | – | 0.05% | 90 |
|
|
2019
Q4 | $333K | Hold |
2,046
| – | – | 0.05% | 103 |
|
|
2019
Q3 | $304K | Hold |
2,046
| – | – | 0.05% | 105 |
|
|
2019
Q2 | $310K | Hold |
2,046
| – | – | 0.05% | 104 |
|
|
2019
Q1 | $324K | Hold |
2,046
| – | – | 0.05% | 101 |
|
|
2018
Q4 | $280K | Hold |
2,046
| – | – | 0.05% | 105 |
|
|
2018
Q3 | $325K | Hold |
2,046
| – | – | 0.05% | 109 |
|
|
2018
Q2 | $279K | Sell |
2,046
-125
| -6% | -$17K | 0.05% | 111 |
|
|
2018
Q1 | $252K | Hold |
2,171
| – | – | 0.04% | 118 |
|
|
2017
Q4 | $222K | Hold |
2,171
| – | – | 0.03% | 126 |
|
|
2017
Q3 | $203K | Buy |
+2,171
| New | +$203K | 0.03% | 124 |
|