Rockefeller Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $922K | Hold |
9,022
| – | – | 0.01% | 234 |
|
|
2017
Q3 | $843K | Buy |
9,022
+6,755
| +298% | +$631K | 0.02% | 222 |
|
|
2017
Q2 | $196K | Sell |
2,267
-230
| -9% | -$19.9K | ﹤0.01% | 296 |
|
|
2017
Q1 | $206K | Hold |
2,497
| – | – | ﹤0.01% | 309 |
|
|
2016
Q4 | $171K | Buy |
2,497
+302
| +14% | +$20.7K | ﹤0.01% | 341 |
|
|
2016
Q3 | $157K | Hold |
2,195
| – | – | ﹤0.01% | 318 |
|
|
2016
Q2 | $174K | Hold |
2,195
| – | – | ﹤0.01% | 325 |
|
|
2016
Q1 | $162K | Buy |
2,195
+784
| +56% | +$57.9K | ﹤0.01% | 334 |
|
|
2015
Q4 | $111K | Hold |
1,411
| – | – | ﹤0.01% | 382 |
|
|
2015
Q3 | $98K | Buy |
+1,411
| New | +$98K | ﹤0.01% | 381 |
|
|
2015
Q1 | – | Sell |
-600
| Closed | -$36K | – | 524 |
|
|
2014
Q4 | $36K | Buy |
+600
| New | +$36K | ﹤0.01% | 400 |
|