Sather Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-708
| Closed | -$213K | – | 86 |
|
|
2024
Q1 | $213K | Buy |
+708
| New | +$213K | 0.02% | 91 |
|
|
2023
Q1 | – | Sell |
-4,315
| Closed | -$572K | – | 102 |
|
|
2022
Q4 | $572K | Buy |
+4,315
| New | +$572K | 0.05% | 73 |
|
|
2022
Q2 | – | Sell |
-1,191
| Closed | -$253K | – | 86 |
|
|
2022
Q1 | $253K | Buy |
1,191
+267
| +29% | +$56.7K | 0.02% | 83 |
|
|
2021
Q4 | $235K | Buy |
+924
| New | +$235K | 0.02% | 78 |
|
|
2020
Q1 | – | Sell |
-1,255
| Closed | -$204K | – | 66 |
|
|
2019
Q4 | $204K | Buy |
+1,255
| New | +$204K | 0.03% | 81 |
|