Ranch Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-798
| Closed | -$205K | – | 150 |
|
|
2024
Q2 | $205K | Hold |
798
| – | – | 0.11% | 142 |
|
|
2024
Q1 | $240K | Buy |
+798
| New | +$240K | 0.13% | 135 |
|
|
2022
Q1 | – | Sell |
-1,006
| Closed | -$256K | – | 164 |
|
|
2021
Q4 | $256K | Sell |
1,006
-2
| -0.2% | -$509 | 0.17% | 136 |
|
|
2021
Q3 | $273K | Buy |
1,008
+88
| +10% | +$23.8K | 0.17% | 130 |
|
|
2021
Q2 | $224K | Sell |
920
-45
| -5% | -$11K | 0.13% | 154 |
|
|
2021
Q1 | $204K | Sell |
965
-292
| -23% | -$61.7K | 0.13% | 150 |
|
|
2020
Q4 | $279K | Buy |
1,257
+321
| +34% | +$71.2K | 0.2% | 120 |
|
|
2020
Q3 | $254K | Sell |
936
-40
| -4% | -$10.9K | 0.2% | 117 |
|
|
2020
Q2 | $192K | Sell |
976
-276
| -22% | -$54.3K | 0.15% | 144 |
|
|
2020
Q1 | $180K | Buy |
1,252
+485
| +63% | +$69.7K | 0.18% | 124 |
|
|
2019
Q4 | $125K | Sell |
767
-201
| -21% | -$32.8K | 0.1% | 186 |
|
|
2019
Q3 | $144K | Buy |
+968
| New | +$144K | 0.15% | 169 |
|