Retirement Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $31.6K | Sell |
105
-16
| -13% | -$4.82K | 0.01% | 290 |
|
|
2023
Q4 | $31.8K | Sell |
121
-51
| -30% | -$13.4K | 0.01% | 275 |
|
|
2023
Q3 | $34.9K | Sell |
172
-79
| -31% | -$16K | 0.01% | 245 |
|
|
2023
Q2 | $53K | Hold |
251
| – | – | 0.02% | 198 |
|
|
2023
Q1 | $50K | Buy |
251
+69
| +38% | +$13.7K | 0.02% | 193 |
|
|
2022
Q4 | $24K | Buy |
182
+157
| +628% | +$20.7K | 0.01% | 248 |
|
|
2022
Q3 | $4K | Sell |
25
-249
| -91% | -$39.8K | ﹤0.01% | 343 |
|
|
2022
Q2 | $45K | Buy |
274
+92
| +51% | +$15.1K | 0.02% | 224 |
|
|
2022
Q1 | $39K | Buy |
182
+72
| +65% | +$15.4K | 0.02% | 251 |
|
|
2021
Q4 | $28K | Hold |
110
| – | – | 0.01% | 279 |
|
|
2021
Q3 | $30K | Buy |
110
+12
| +12% | +$3.27K | 0.01% | 265 |
|
|
2021
Q2 | $24K | Buy |
98
+1
| +1% | +$245 | 0.01% | 300 |
|
|
2021
Q1 | $21K | Buy |
97
+6
| +7% | +$1.3K | 0.01% | 378 |
|
|
2020
Q4 | $20K | Buy |
91
+29
| +47% | +$6.37K | 0.01% | 354 |
|
|
2020
Q3 | $16K | Sell |
62
-195
| -76% | -$50.3K | 0.01% | 350 |
|
|
2020
Q2 | $48K | Buy |
+257
| New | +$48K | 0.03% | 239 |
|
|
2019
Q4 | $34K | Buy |
+206
| New | +$34K | 0.02% | 258 |
|