San Francisco Sentry Investment Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $878K | Hold |
3,595
| – | – | 0.46% | 53 |
|
|
2021
Q1 | $762K | Sell |
3,595
-170
| -5% | -$36K | 0.32% | 85 |
|
|
2020
Q4 | $838K | Sell |
3,765
-72
| -2% | -$16K | 0.39% | 66 |
|
|
2020
Q3 | $964K | Sell |
3,837
-151
| -4% | -$37.9K | 0.49% | 45 |
|
|
2020
Q2 | $747K | Sell |
3,988
-728
| -15% | -$136K | 0.4% | 64 |
|
|
2020
Q1 | $679K | Sell |
4,716
-93
| -2% | -$13.4K | 0.43% | 56 |
|
|
2019
Q4 | $782K | Sell |
4,809
-1
| -0% | -$163 | 0.35% | 65 |
|
|
2019
Q3 | $714K | Sell |
4,810
-61
| -1% | -$9.06K | 0.33% | 74 |
|
|
2019
Q2 | $739K | Hold |
4,871
| – | – | 0.34% | 68 |
|
|
2019
Q1 | $771K | Buy |
4,871
+453
| +10% | +$71.7K | 0.33% | 59 |
|
|
2018
Q4 | $605K | Sell |
4,418
-50
| -1% | -$6.85K | 0.29% | 70 |
|
|
2018
Q3 | $710K | Buy |
4,468
+546
| +14% | +$86.8K | 0.27% | 63 |
|
|
2018
Q2 | $535K | Sell |
3,922
-259
| -6% | -$35.3K | 0.22% | 89 |
|
|
2018
Q1 | $486K | Sell |
4,181
-84
| -2% | -$9.76K | 0.14% | 145 |
|
|
2017
Q4 | $436K | Buy |
4,265
+286
| +7% | +$29.2K | 0.13% | 165 |
|
|
2017
Q3 | $372K | Buy |
3,979
+317
| +9% | +$29.6K | 0.12% | 169 |
|
|
2017
Q2 | $317K | Sell |
3,662
-51
| -1% | -$4.42K | 0.11% | 172 |
|
|
2017
Q1 | $306K | Buy |
+3,713
| New | +$306K | 0.17% | 141 |
|
|
2014
Q1 | – | Sell |
-582
| Closed | -$32K | – | 668 |
|
|
2013
Q4 | $32K | Sell |
582
-158
| -21% | -$8.69K | 0.01% | 381 |
|
|
2013
Q3 | $38K | Sell |
740
-75
| -9% | -$3.85K | 0.01% | 342 |
|
|
2013
Q2 | $31K | Buy |
+815
| New | +$31K | 0.01% | 364 |
|