Standard Family Office’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,046
| Closed | -$150K | – | 99 |
|
|
2022
Q3 | $150K | Hold |
1,046
| – | – | 0.07% | 52 |
|
|
2022
Q2 | $173K | Buy |
+1,046
| New | +$173K | 1.71% | 17 |
|
|
2022
Q1 | – | Sell |
-716
| Closed | -$182K | – | 116 |
|
|
2021
Q4 | $182K | Buy |
+716
| New | +$182K | 1.61% | 17 |
|
|
2021
Q3 | – | Sell |
-3,489
| Closed | -$852K | – | 171 |
|
|
2021
Q2 | $852K | Hold |
3,489
| – | – | 0.18% | 60 |
|
|
2021
Q1 | $739K | Hold |
3,489
| – | – | 0.17% | 47 |
|
|
2020
Q4 | $776K | Buy |
+3,489
| New | +$776K | 0.19% | 43 |
|