Stifel Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $41K | Sell |
704
-3
| -0.4% | -$175 | 0.01% | 284 |
|
|
2014
Q2 | $42K | Hold |
707
| – | – | 0.01% | 288 |
|
|
2014
Q1 | $41K | Hold |
707
| – | – | 0.01% | 285 |
|
|
2013
Q4 | $40K | Sell |
707
-37
| -5% | -$2.09K | 0.01% | 279 |
|
|
2013
Q3 | $39K | Hold |
744
| – | – | 0.01% | 280 |
|
|
2013
Q2 | $29K | Buy |
+744
| New | +$29K | 0.01% | 306 |
|