Squar Milner Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,049
| Closed | -$946K | – | 40 |
|
|
2020
Q2 | $946K | Buy |
5,049
+959
| +23% | +$180K | 0.54% | 46 |
|
|
2020
Q1 | $588K | Buy |
4,090
+1,545
| +61% | +$222K | 0.35% | 58 |
|
|
2019
Q4 | $413K | Sell |
2,545
-2,444
| -49% | -$397K | 0.21% | 108 |
|
|
2019
Q3 | $1.25M | Buy |
4,989
+4,628
| +1,282% | +$1.16M | 0.64% | 37 |
|
|
2019
Q2 | $55K | Hold |
361
| – | – | 0.04% | 339 |
|
|
2019
Q1 | $57K | Hold |
361
| – | – | 0.04% | 310 |
|
|
2018
Q4 | $49K | Hold |
361
| – | – | 0.05% | 292 |
|
|
2018
Q3 | $57K | Hold |
361
| – | – | 0.05% | 286 |
|
|
2018
Q2 | $49K | Buy |
+361
| New | +$49K | 0.04% | 331 |
|