Stillwater 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
Q4 | – | Sell |
-49,326
| Closed | -$7.1M | – | 69 |
|
|
2022
Q3 | $7.1M | Sell |
49,326
-425
| -0.9% | -$61.1K | 1.62% | 28 |
|
|
2022
Q2 | $8.21M | Buy |
49,751
+1,743
| +4% | +$288K | 1.53% | 31 |
|
|
2022
Q1 | $10.2M | Sell |
48,008
-1,114
| -2% | -$237K | 1.64% | 30 |
|
|
2021
Q4 | $12.5M | Sell |
49,122
-403
| -0.8% | -$102K | 1.9% | 25 |
|
|
2021
Q3 | $13.4M | Buy |
49,525
+855
| +2% | +$232K | 2.21% | 23 |
|
|
2021
Q2 | $11.9M | Buy |
48,670
+1,385
| +3% | +$338K | 1.97% | 24 |
|
|
2021
Q1 | $10M | Buy |
+47,285
| New | +$10M | 1.82% | 28 |
|