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 |
|