Sarah T. Connolly’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,848
| Closed | -$2.61M | – | 25 |
|
|
2023
Q3 | $2.61M | Sell |
12,848
-625
| -5% | -$127K | 1.72% | 18 |
|
|
2023
Q2 | $2.85M | Sell |
13,473
-13
| -0.1% | -$2.75K | 1.72% | 18 |
|
|
2023
Q1 | $2.69M | Sell |
13,486
-1,079
| -7% | -$216K | 1.71% | 16 |
|
|
2022
Q4 | $1.93M | Buy |
14,565
+278
| +2% | +$36.9K | 1.31% | 25 |
|
|
2022
Q3 | $2.06M | Sell |
14,287
-371
| -3% | -$53.4K | 1.51% | 20 |
|
|
2022
Q2 | $2.42M | Buy |
14,658
+855
| +6% | +$141K | 1.65% | 18 |
|
|
2022
Q1 | $2.93M | Buy |
13,803
+905
| +7% | +$192K | 1.72% | 18 |
|
|
2021
Q4 | $3.28M | Buy |
12,898
+3,828
| +42% | +$973K | 1.83% | 16 |
|
|
2021
Q3 | $2.46M | Buy |
9,070
+12
| +0.1% | +$3.26K | 2.02% | 13 |
|
|
2021
Q2 | $2.21M | Buy |
9,058
+120
| +1% | +$29.3K | 1.81% | 14 |
|
|
2021
Q1 | $1.89M | Sell |
8,938
-95
| -1% | -$20.1K | 1.68% | 18 |
|
|
2020
Q4 | $2.01M | Buy |
+9,033
| New | +$2.01M | 1.84% | 12 |
|