Private Ocean’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $20.6K | Sell |
80
-12
| -13% | -$3.09K | ﹤0.01% | 331 |
|
|
2024
Q1 | $27.7K | Buy |
92
+12
| +15% | +$3.61K | ﹤0.01% | 291 |
|
|
2023
Q4 | $21.1K | Hold |
80
| – | – | ﹤0.01% | 308 |
|
|
2023
Q3 | $16.2K | Sell |
80
-8
| -9% | -$1.62K | ﹤0.01% | 319 |
|
|
2023
Q2 | $18.6K | Sell |
88
-26
| -23% | -$5.49K | ﹤0.01% | 342 |
|
|
2023
Q1 | $22.8K | Sell |
114
-13
| -10% | -$2.6K | ﹤0.01% | 309 |
|
|
2022
Q4 | $16.8K | Buy |
127
+21
| +20% | +$2.78K | ﹤0.01% | 324 |
|
|
2022
Q3 | $15K | Buy |
106
+29
| +38% | +$4.1K | ﹤0.01% | 332 |
|
|
2022
Q2 | $12K | Sell |
77
-20
| -21% | -$3.12K | ﹤0.01% | 334 |
|
|
2022
Q1 | $21K | Hold |
97
| – | – | ﹤0.01% | 331 |
|
|
2021
Q4 | $25K | Sell |
97
-24
| -20% | -$6.19K | ﹤0.01% | 338 |
|
|
2021
Q3 | $33K | Sell |
121
-15
| -11% | -$4.09K | ﹤0.01% | 306 |
|
|
2021
Q2 | $33K | Sell |
136
-344
| -72% | -$83.5K | ﹤0.01% | 301 |
|
|
2021
Q1 | $102K | Buy |
480
+331
| +222% | +$70.3K | 0.02% | 176 |
|
|
2020
Q4 | $33K | Buy |
149
+13
| +10% | +$2.88K | 0.01% | 279 |
|
|
2020
Q3 | $34K | Hold |
136
| – | – | 0.01% | 258 |
|
|
2020
Q2 | $25K | Sell |
136
-300
| -69% | -$55.1K | 0.01% | 274 |
|
|
2020
Q1 | $62K | Buy |
436
+235
| +117% | +$33.4K | 0.02% | 185 |
|
|
2019
Q4 | $33K | Sell |
201
-25
| -11% | -$4.1K | 0.01% | 293 |
|
|
2019
Q3 | $34K | Buy |
226
+150
| +197% | +$22.6K | 0.01% | 274 |
|
|
2019
Q2 | $11K | Hold |
76
| – | – | ﹤0.01% | 331 |
|
|
2019
Q1 | $12K | Hold |
76
| – | – | ﹤0.01% | 310 |
|
|
2018
Q4 | $10K | Hold |
76
| – | – | ﹤0.01% | 264 |
|
|
2018
Q3 | $12K | Hold |
76
| – | – | 0.01% | 243 |
|
|
2018
Q2 | $10K | Hold |
76
| – | – | ﹤0.01% | 281 |
|
|
2018
Q1 | $8K | Sell |
76
-48
| -39% | -$5.05K | ﹤0.01% | 314 |
|
|
2017
Q4 | $13K | Buy |
+124
| New | +$13K | 0.01% | 210 |
|
|
2016
Q4 | – | Sell |
-2,188
| Closed | -$156K | – | 188 |
|
|
2016
Q3 | $156K | Hold |
2,188
| – | – | 0.1% | 65 |
|
|
2016
Q2 | $174K | Sell |
2,188
-66
| -3% | -$5.25K | 0.13% | 52 |
|
|
2016
Q1 | $166K | Hold |
2,254
| – | – | 0.12% | 51 |
|
|
2015
Q4 | $177K | Buy |
2,254
+1,997
| +777% | +$157K | 0.13% | 49 |
|
|
2015
Q3 | $18K | Hold |
257
| – | – | 0.01% | 131 |
|
|
2015
Q2 | $18K | Sell |
257
-56
| -18% | -$3.92K | 0.01% | 106 |
|
|
2015
Q1 | $21K | Sell |
313
-99
| -24% | -$6.64K | 0.02% | 101 |
|
|
2014
Q4 | $24K | Hold |
412
| – | – | 0.02% | 107 |
|
|
2014
Q3 | $24K | Hold |
412
| – | – | 0.02% | 129 |
|
|
2014
Q2 | $24K | Sell |
412
-44
| -10% | -$2.56K | 0.02% | 135 |
|
|
2014
Q1 | $26K | Buy |
456
+44
| +11% | +$2.51K | 0.02% | 131 |
|
|
2013
Q4 | $23K | Buy |
+412
| New | +$23K | 0.02% | 121 |
|