Pekin Hardy Strauss’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,324
| Closed | -$334K | – | 311 |
|
|
2022
Q3 | $334K | Buy |
2,324
+535
| +30% | +$76.9K | 0.05% | 222 |
|
|
2022
Q2 | $295K | Sell |
1,789
-603
| -25% | -$99.4K | 0.04% | 240 |
|
|
2022
Q1 | $508K | Buy |
2,392
+1,192
| +99% | +$253K | 0.06% | 217 |
|
|
2021
Q4 | $305K | Sell |
1,200
-385
| -24% | -$97.9K | 0.04% | 269 |
|
|
2021
Q3 | $430K | Buy |
1,585
+300
| +23% | +$81.4K | 0.06% | 234 |
|
|
2021
Q2 | $314K | Hold |
1,285
| – | – | 0.04% | 251 |
|
|
2021
Q1 | $272K | Buy |
1,285
+150
| +13% | +$31.8K | 0.04% | 250 |
|
|
2020
Q4 | $253K | Hold |
1,135
| – | – | 0.04% | 236 |
|
|
2020
Q3 | $285K | Hold |
1,135
| – | – | 0.06% | 195 |
|
|
2020
Q2 | $213K | Buy |
+1,135
| New | +$213K | 0.05% | 192 |
|