NAM
NorthCoast Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $28.1M | Sell |
103,465
-638
| -0.6% | -$173K | 1.02% | 23 |
|
|
2021
Q2 | $25.4M | Buy |
104,103
+2,373
| +2% | +$580K | 0.91% | 33 |
|
|
2021
Q1 | $21.6M | Buy |
101,730
+26,429
| +35% | +$5.6M | 0.88% | 32 |
|
|
2020
Q4 | $16.8M | Buy |
75,301
+72,816
| +2,930% | +$16.2M | 0.76% | 39 |
|
|
2020
Q3 | $625K | Sell |
2,485
-5
| -0.2% | -$1.26K | 0.03% | 228 |
|
|
2020
Q2 | $466K | Buy |
2,490
+110
| +5% | +$20.6K | 0.03% | 241 |
|
|
2020
Q1 | $343K | Buy |
+2,380
| New | +$343K | 0.02% | 255 |
|
|
2018
Q3 | – | Sell |
-4,683
| Closed | -$639K | – | 207 |
|
|
2018
Q2 | $639K | Buy |
+4,683
| New | +$639K | 0.06% | 142 |
|