Samalin Investment Counsel’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,065
| Closed | -$225K | – | 235 |
|
|
2021
Q1 | $225K | Sell |
1,065
-85
| -7% | -$18K | 0.15% | 200 |
|
|
2020
Q4 | $256K | Sell |
1,150
-71
| -6% | -$15.8K | 0.19% | 173 |
|
|
2020
Q3 | $307K | Sell |
1,221
-30
| -2% | -$7.54K | 0.27% | 118 |
|
|
2020
Q2 | $234K | Buy |
+1,251
| New | +$234K | 0.25% | 131 |
|
|
2020
Q1 | – | Sell |
-997
| Closed | -$162K | – | 212 |
|
|
2019
Q4 | $162K | Buy |
+997
| New | +$162K | 0.14% | 169 |
|