Simplicity Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.8M | Sell |
22,052
-8,018
| -27% | -$2.11M | 0.16% | 115 |
|
|
2023
Q3 | $6.1M | Sell |
30,070
-1,274
| -4% | -$258K | 0.2% | 98 |
|
|
2023
Q2 | $6.62M | Buy |
31,344
+479
| +2% | +$101K | 0.18% | 104 |
|
|
2023
Q1 | $6.17M | Buy |
30,865
+23,550
| +322% | +$4.7M | 0.16% | 123 |
|
|
2022
Q4 | $970K | Sell |
7,315
-821
| -10% | -$109K | 0.13% | 194 |
|
|
2022
Q3 | $1.17M | Buy |
8,136
+1,875
| +30% | +$270K | 0.17% | 140 |
|
|
2022
Q2 | $1.03M | Sell |
6,261
-551
| -8% | -$90.9K | 0.13% | 177 |
|
|
2022
Q1 | $1.45M | Sell |
6,812
-2,904
| -30% | -$616K | 0.18% | 126 |
|
|
2021
Q4 | $2.47M | Buy |
9,716
+4,066
| +72% | +$1.03M | 0.28% | 86 |
|
|
2021
Q3 | $1.53M | Buy |
5,650
+1,863
| +49% | +$505K | 0.24% | 100 |
|
|
2021
Q2 | $925K | Buy |
3,787
+645
| +21% | +$158K | 0.18% | 121 |
|
|
2021
Q1 | $666K | Sell |
3,142
-23,247
| -88% | -$4.93M | 0.15% | 156 |
|
|
2020
Q4 | $5.87M | Buy |
26,389
+2,640
| +11% | +$587K | 0.09% | 207 |
|
|
2020
Q3 | $5.97M | Buy |
23,749
+2,608
| +12% | +$655K | 0.11% | 173 |
|
|
2020
Q2 | $3.96M | Buy |
21,141
+6,392
| +43% | +$1.2M | 0.08% | 201 |
|
|
2020
Q1 | $2.12M | Buy |
14,749
+3,660
| +33% | +$527K | 0.07% | 218 |
|
|
2019
Q4 | $1.8M | Buy |
11,089
+3,176
| +40% | +$517K | 0.05% | 261 |
|
|
2019
Q3 | $1.18M | Buy |
7,913
+370
| +5% | +$54.9K | 0.05% | 263 |
|
|
2019
Q2 | $1.14M | Sell |
7,543
-1,879
| -20% | -$285K | 0.05% | 229 |
|
|
2019
Q1 | $1.49M | Buy |
9,422
+4,822
| +105% | +$764K | 0.09% | 197 |
|
|
2018
Q4 | $630K | Buy |
+4,600
| New | +$630K | 0.08% | 263 |
|
|
2016
Q1 | – | Sell |
-2,775
| Closed | -$218K | – | 258 |
|
|
2015
Q4 | $218K | Buy |
+2,775
| New | +$218K | 0.03% | 588 |
|