Scholtz & Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,948
| Closed | -$1.72M | – | 37 |
|
|
2022
Q4 | $1.72M | Sell |
12,948
-1,067
| -8% | -$141K | 1.22% | 20 |
|
|
2022
Q3 | $2.21M | Sell |
14,015
-12,536
| -47% | -$1.98M | 1.58% | 20 |
|
|
2022
Q2 | $4.38M | Sell |
26,551
-2,885
| -10% | -$476K | 2.69% | 12 |
|
|
2022
Q1 | $6.25M | Sell |
29,436
-5,297
| -15% | -$1.12M | 2.47% | 13 |
|
|
2021
Q4 | $8.83M | Buy |
34,733
+197
| +0.6% | +$50.1K | 2.85% | 10 |
|
|
2021
Q3 | $9.37M | Buy |
34,536
+491
| +1% | +$133K | 3.31% | 6 |
|
|
2021
Q2 | $8.32M | Buy |
34,045
+1,057
| +3% | +$258K | 2.84% | 7 |
|
|
2021
Q1 | $6.99M | Buy |
32,988
+824
| +3% | +$175K | 2.66% | 10 |
|
|
2020
Q4 | $7.16M | Sell |
32,164
-833
| -3% | -$185K | 2.8% | 10 |
|
|
2020
Q3 | $8.29M | Sell |
32,997
-302
| -0.9% | -$75.9K | 3.62% | 7 |
|
|
2020
Q2 | $6.24M | Buy |
33,299
+6,034
| +22% | +$1.13M | 3.11% | 9 |
|
|
2020
Q1 | $3.93M | Sell |
27,265
-55
| -0.2% | -$7.92K | 3.01% | 10 |
|
|
2019
Q4 | $4.44M | Buy |
27,320
+982
| +4% | +$160K | 2.58% | 13 |
|
|
2019
Q3 | $3.91M | Sell |
26,338
-120
| -0.5% | -$17.8K | 2.61% | 12 |
|
|
2019
Q2 | $4.01M | Sell |
26,458
-4,072
| -13% | -$618K | 2.6% | 15 |
|
|
2019
Q1 | $4.84M | Buy |
30,530
+895
| +3% | +$142K | 3.22% | 14 |
|
|
2018
Q4 | $4.06M | Sell |
29,635
-1,200
| -4% | -$164K | 3.53% | 13 |
|
|
2018
Q3 | $4.9M | Sell |
30,835
-1,170
| -4% | -$186K | 3.09% | 13 |
|
|
2018
Q2 | $4.37M | Buy |
32,005
+10,998
| +52% | +$1.5M | 3.06% | 15 |
|
|
2018
Q1 | $2.44M | Buy |
+21,007
| New | +$2.44M | 1.81% | 24 |
|