Stanley-Laman Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-43,042
| Closed | -$11.7M | – | 264 |
|
|
2021
Q3 | $11.7M | Buy |
43,042
+31,667
| +278% | +$8.59M | 1.52% | 15 |
|
|
2021
Q2 | $2.78M | Buy |
11,375
+1,974
| +21% | +$482K | 0.4% | 60 |
|
|
2021
Q1 | $1.99M | Buy |
9,401
+228
| +2% | +$48.3K | 0.33% | 88 |
|
|
2020
Q4 | $2.04M | Sell |
9,173
-77
| -0.8% | -$17.1K | 0.36% | 69 |
|
|
2020
Q3 | $2.33M | Buy |
9,250
+619
| +7% | +$156K | 0.51% | 48 |
|
|
2020
Q2 | $1.62M | Buy |
8,631
+984
| +13% | +$184K | 0.39% | 65 |
|
|
2020
Q1 | $1.1M | Buy |
+7,647
| New | +$1.1M | 0.33% | 83 |
|
|
2019
Q4 | – | Sell |
-1,761
| Closed | -$261K | – | 271 |
|
|
2019
Q3 | $261K | Buy |
+1,761
| New | +$261K | 0.06% | 233 |
|
|
2017
Q1 | – | Sell |
-38,471
| Closed | -$2.63M | – | 243 |
|
|
2016
Q4 | $2.63M | Buy |
38,471
+23,885
| +164% | +$1.64M | 0.82% | 27 |
|
|
2016
Q3 | $1.04M | Buy |
14,586
+1,992
| +16% | +$142K | 0.43% | 80 |
|
|
2016
Q2 | $1M | Buy |
+12,594
| New | +$1M | 0.39% | 84 |
|