Private Capital Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$147K Sell
890
-83
-9% -$13.7K 0.11% 181
2022
Q1
$207K Sell
973
-124
-11% -$26.4K 0.05% 223
2021
Q4
$279K Sell
1,097
-119
-10% -$30.3K 0.06% 194
2021
Q3
$330K Sell
1,216
-1
-0.1% -$271 0.07% 166
2021
Q2
$297K Sell
1,217
-94
-7% -$22.9K 0.07% 168
2021
Q1
$278K Sell
1,311
-1,433
-52% -$304K 0.07% 167
2020
Q4
$611K Buy
2,744
+335
+14% +$74.6K 0.11% 140
2020
Q3
$605K Sell
2,409
-343
-12% -$86.1K 0.13% 131
2020
Q2
$506K Buy
2,752
+205
+8% +$37.7K 0.11% 133
2020
Q1
$367K Buy
2,547
+486
+24% +$70K 0.1% 148
2019
Q4
$335K Buy
2,061
+87
+4% +$14.1K 0.07% 171
2019
Q3
$293K Buy
1,974
+1,000
+103% +$148K 0.05% 210
2019
Q2
$133K Sell
974
-975
-50% -$133K 0.03% 306
2019
Q1
$309K Buy
1,949
+502
+35% +$79.6K 0.06% 194
2018
Q4
$198K Buy
1,447
+257
+22% +$35.2K 0.04% 233
2018
Q3
$189K Sell
1,190
-12
-1% -$1.91K 0.04% 261
2018
Q2
$163K Buy
1,202
+68
+6% +$9.22K 0.04% 288
2018
Q1
$132K Buy
1,134
+1,009
+807% +$117K 0.03% 328
2017
Q4
$86 Buy
+125
New +$86 0.02% 464