Spearhead Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.38M | Sell |
9,571
-86,722
| -90% | -$12.5M | 1.49% | 19 |
|
|
2022
Q2 | $15.9M | Sell |
96,293
-1,314
| -1% | -$217K | 2.37% | 13 |
|
|
2022
Q1 | $20.7M | Buy |
97,607
+23,321
| +31% | +$4.95M | 2.57% | 12 |
|
|
2021
Q4 | $18.9M | Buy |
74,286
+1,326
| +2% | +$337K | 2.28% | 15 |
|
|
2021
Q3 | $19.8M | Buy |
72,960
+3,303
| +5% | +$896K | 2.64% | 11 |
|
|
2021
Q2 | $17M | Buy |
69,657
+1,585
| +2% | +$387K | 2.32% | 10 |
|
|
2021
Q1 | $14.4M | Buy |
68,072
+2,770
| +4% | +$587K | 2.13% | 13 |
|
|
2020
Q4 | $14.5M | Buy |
65,302
+3,571
| +6% | +$795K | 2.31% | 11 |
|
|
2020
Q3 | $15.5M | Sell |
61,731
-161
| -0.3% | -$40.5K | 2.96% | 6 |
|
|
2020
Q2 | $11.6M | Buy |
61,892
+3,022
| +5% | +$566K | 2.48% | 10 |
|
|
2020
Q1 | $8.48M | Buy |
58,870
+4,391
| +8% | +$632K | 2.44% | 11 |
|
|
2019
Q4 | $8.86M | Buy |
54,479
+3,444
| +7% | +$560K | 2.2% | 12 |
|
|
2019
Q3 | $7.58M | Buy |
+51,035
| New | +$7.58M | 2.11% | 14 |
|