Ronald Blue & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,969
| Closed | -$345K | – | 214 |
|
|
2015
Q3 | $345K | Buy |
4,969
+195
| +4% | +$13.5K | 0.02% | 186 |
|
|
2015
Q2 | $333K | Sell |
4,774
-1,570
| -25% | -$110K | 0.02% | 242 |
|
|
2015
Q1 | $423K | Sell |
6,344
-1,598
| -20% | -$107K | 0.02% | 199 |
|
|
2014
Q4 | $471K | Sell |
7,942
-2,057
| -21% | -$122K | 0.02% | 169 |
|
|
2014
Q3 | $576K | Buy |
9,999
+89
| +0.9% | +$5.13K | 0.04% | 139 |
|
|
2014
Q2 | $576K | Sell |
9,910
-605
| -6% | -$35.2K | 0.04% | 151 |
|
|
2014
Q1 | $601K | Buy |
10,515
+313
| +3% | +$17.9K | 0.04% | 133 |
|
|
2013
Q4 | $563K | Sell |
10,202
-453
| -4% | -$25K | 0.04% | 134 |
|
|
2013
Q3 | $553K | Buy |
10,655
+10,435
| +4,743% | +$542K | 0.05% | 114 |
|
|
2013
Q2 | $8K | Buy |
+220
| New | +$8K | ﹤0.01% | 229 |
|