Regency Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,311
| Closed | -$2.83M | – | 97 |
|
|
2022
Q1 | $2.83M | Buy |
13,311
+1,415
| +12% | +$300K | 2.05% | 16 |
|
|
2021
Q4 | $3.02M | Buy |
11,896
+908
| +8% | +$231K | 1.92% | 17 |
|
|
2021
Q3 | $2.98M | Sell |
10,988
-282
| -3% | -$76.5K | 2.1% | 15 |
|
|
2021
Q2 | $2.75M | Buy |
11,270
+4,948
| +78% | +$1.21M | 2.08% | 13 |
|
|
2021
Q1 | $1.34M | Buy |
+6,322
| New | +$1.34M | 1.41% | 27 |
|