RegentAtlantic Capital’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$5.33M Sell
37,032
-4,249
-10% -$611K 0.16% 97
2022
Q2
$6.81M Buy
41,281
+10,163
+33% +$1.68M 0.22% 85
2022
Q1
$6.61M Sell
31,118
-5,487
-15% -$1.17M 0.19% 92
2021
Q4
$9.3M Buy
36,605
+639
+2% +$162K 0.26% 69
2021
Q3
$9.76M Buy
35,966
+4,704
+15% +$1.28M 0.3% 59
2021
Q2
$7.64M Buy
31,262
+4,283
+16% +$1.05M 0.23% 79
2021
Q1
$5.72M Sell
26,979
-2,869
-10% -$608K 0.19% 94
2020
Q4
$6.64M Buy
29,848
+5,767
+24% +$1.28M 0.26% 73
2020
Q3
$6.05M Buy
24,081
+12,266
+104% +$3.08M 0.27% 73
2020
Q2
$2.21M Buy
11,815
+6,059
+105% +$1.13M 0.12% 140
2020
Q1
$829K Buy
5,756
+2,714
+89% +$391K 0.06% 224
2019
Q4
$495K Buy
3,042
+52
+2% +$8.46K 0.03% 310
2019
Q3
$444K Buy
2,990
+174
+6% +$25.8K 0.03% 320
2019
Q2
$427K Buy
2,816
+40
+1% +$6.07K 0.03% 315
2019
Q1
$440K Buy
2,776
+226
+9% +$35.8K 0.03% 303
2018
Q4
$349K Buy
2,550
+446
+21% +$61K 0.03% 318
2018
Q3
$335K Buy
+2,104
New +$335K 0.03% 339
2015
Q1
Sell
-18
Closed -$1.08K 476
2014
Q4
$1.08K Buy
+18
New +$1.08K ﹤0.01% 1175