Parkside Investments’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,500
| Closed | -$658K | – | 93 |
|
|
2023
Q4 | $658K | Buy |
+2,500
| New | +$658K | 0.11% | 76 |
|
|
2022
Q4 | – | Sell |
-6,373
| Closed | -$916K | – | 93 |
|
|
2022
Q3 | $916K | Hold |
6,373
| – | – | 0.2% | 64 |
|
|
2022
Q2 | $1.05M | Hold |
6,373
| – | – | 0.22% | 60 |
|
|
2022
Q1 | $1.35M | Buy |
+6,373
| New | +$1.35M | 0.26% | 58 |
|
|
2021
Q4 | – | Sell |
-4,395
| Closed | -$1.19M | – | 91 |
|
|
2021
Q3 | $1.19M | Buy |
+4,395
| New | +$1.19M | 0.25% | 59 |
|
|
2019
Q3 | – | Sell |
-1,500
| Closed | -$228K | – | 95 |
|
|
2019
Q2 | $228K | Hold |
1,500
| – | – | 0.06% | 104 |
|
|
2019
Q1 | $237K | Sell |
1,500
-500
| -25% | -$79K | 0.06% | 104 |
|
|
2018
Q4 | $273K | Hold |
2,000
| – | – | 0.12% | 99 |
|
|
2018
Q3 | $318K | Sell |
2,000
-2,500
| -56% | -$398K | 0.15% | 76 |
|
|
2018
Q2 | $614K | Buy |
4,500
+1,500
| +50% | +$205K | 0.3% | 68 |
|
|
2018
Q1 | $349K | Buy |
3,000
+200
| +7% | +$23.3K | 0.18% | 83 |
|
|
2017
Q4 | $286K | Sell |
2,800
-600
| -18% | -$61.3K | 0.14% | 88 |
|
|
2017
Q3 | $318K | Buy |
+3,400
| New | +$318K | 0.18% | 79 |
|