SIM
Sonora Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $525K | Buy |
1,936
+184
| +11% | +$49.9K | 0.07% | 125 |
|
|
2021
Q2 | $428K | Buy |
1,752
+30
| +2% | +$7.33K | 0.06% | 137 |
|
|
2021
Q1 | $365K | Buy |
1,722
+25
| +1% | +$5.3K | 0.03% | 234 |
|
|
2020
Q4 | $378K | Buy |
1,697
+95
| +6% | +$21.2K | 0.03% | 232 |
|
|
2020
Q3 | $403K | Buy |
1,602
+83
| +5% | +$20.9K | 0.04% | 208 |
|
|
2020
Q2 | $285K | Buy |
1,519
+27
| +2% | +$5.07K | 0.03% | 221 |
|
|
2020
Q1 | $215K | Buy |
1,492
+131
| +10% | +$18.9K | 0.03% | 226 |
|
|
2019
Q4 | $221K | Buy |
1,361
+27
| +2% | +$4.38K | 0.02% | 244 |
|
|
2019
Q3 | $198K | Buy |
1,334
+929
| +229% | +$138K | 0.02% | 242 |
|
|
2019
Q2 | $61K | Buy |
405
+28
| +7% | +$4.22K | 0.01% | 449 |
|
|
2019
Q1 | $60K | Hold |
377
| – | – | 0.01% | 427 |
|
|
2018
Q4 | $52K | Buy |
377
+43
| +13% | +$5.93K | 0.01% | 391 |
|
|
2018
Q3 | $53K | Hold |
334
| – | – | 0.01% | 398 |
|
|
2018
Q2 | $46K | Hold |
334
| – | – | 0.01% | 422 |
|
|
2018
Q1 | $38.8K | Hold |
334
| – | – | 0.01% | 430 |
|
|
2017
Q4 | $34.1K | Hold |
334
| – | – | 0.01% | 458 |
|
|
2017
Q3 | $31.2K | Sell |
334
-345
| -51% | -$32.2K | 0.01% | 422 |
|
|
2017
Q2 | $58.8K | Buy |
679
+345
| +103% | +$29.9K | 0.01% | 310 |
|
|
2017
Q1 | $27.6K | Hold |
334
| – | – | 0.01% | 423 |
|
|
2016
Q4 | $22.9K | Hold |
334
| – | – | ﹤0.01% | 434 |
|
|
2016
Q3 | $23.8K | Hold |
334
| – | – | 0.01% | 424 |
|
|
2016
Q2 | $26.5K | Hold |
334
| – | – | 0.01% | 367 |
|
|
2016
Q1 | $25.6K | Hold |
334
| – | – | 0.01% | 425 |
|
|
2015
Q4 | $26K | Sell |
334
-46
| -12% | -$3.58K | 0.01% | 343 |
|
|
2015
Q3 | $26K | Buy |
+380
| New | +$26K | 0.01% | 290 |
|