Northstar Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $8.06M | Buy |
33,322
+818
| +3% | +$198K | 1.07% | 28 |
|
|
2021
Q1 | $6.89M | Buy |
32,504
+91
| +0.3% | +$19.3K | 1% | 32 |
|
|
2020
Q4 | $7.21M | Buy |
32,413
+182
| +0.6% | +$40.5K | 1.12% | 31 |
|
|
2020
Q3 | $8.1M | Buy |
32,231
+7,416
| +30% | +$1.86M | 1.46% | 23 |
|
|
2020
Q2 | $4.65M | Sell |
24,815
-303
| -1% | -$56.8K | 0.99% | 35 |
|
|
2020
Q1 | $3.62M | Sell |
25,118
-7,966
| -24% | -$1.15M | 0.89% | 39 |
|
|
2019
Q4 | $5.38M | Sell |
33,084
-736
| -2% | -$120K | 0.85% | 48 |
|
|
2019
Q3 | $5.28M | Buy |
+33,820
| New | +$5.28M | 0.88% | 45 |
|