Seven Post Investment Office’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 |
-34,629
| Closed | -$4.59M | – | 56 |
|
|
2022
Q4 | $4.59M | Hold |
34,629
| – | – | 1.61% | 14 |
|
|
2022
Q3 | $4.98M | Hold |
34,629
| – | – | 1.94% | 11 |
|
|
2022
Q2 | $5.72M | Hold |
34,629
| – | – | 2.13% | 11 |
|
|
2022
Q1 | $7.35M | Hold |
34,629
| – | – | 2.24% | 10 |
|
|
2021
Q4 | $8.8M | Hold |
34,629
| – | – | 2.38% | 11 |
|
|
2021
Q3 | $9.39M | Buy |
+34,629
| New | +$9.39M | 2.92% | 6 |
|