Surevest’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.6M | Buy |
18,098
+1,404
| +8% | +$202K | 0.71% | 58 |
|
|
2022
Q2 | $2.76M | Sell |
16,694
-1,340
| -7% | -$221K | 0.72% | 57 |
|
|
2022
Q1 | $3.83M | Sell |
18,034
-5,936
| -25% | -$1.26M | 0.92% | 42 |
|
|
2021
Q4 | $6.09M | Sell |
23,970
-1,267
| -5% | -$322K | 1.44% | 13 |
|
|
2021
Q3 | $6.85M | Buy |
25,237
+761
| +3% | +$206K | 1.73% | 12 |
|
|
2021
Q2 | $5.98M | Buy |
24,476
+3,933
| +19% | +$961K | 1.56% | 14 |
|
|
2021
Q1 | $4.35M | Sell |
20,543
-2,195
| -10% | -$465K | 1.32% | 38 |
|
|
2020
Q4 | $5.06M | Buy |
22,738
+1,323
| +6% | +$294K | 1.69% | 13 |
|
|
2020
Q3 | $5.38M | Sell |
21,415
-388
| -2% | -$97.5K | 2.12% | 6 |
|
|
2020
Q2 | $4.08M | Buy |
21,803
+2,426
| +13% | +$454K | 1.81% | 11 |
|
|
2020
Q1 | $2.79M | Buy |
19,377
+7,101
| +58% | +$1.02M | 1.52% | 12 |
|
|
2019
Q4 | $2M | Buy |
12,276
+300
| +3% | +$48.8K | 0.85% | 58 |
|
|
2019
Q3 | $1.78M | Buy |
11,976
+391
| +3% | +$58K | 0.87% | 38 |
|
|
2019
Q2 | $1.76M | Sell |
11,585
-2,249
| -16% | -$341K | 0.91% | 32 |
|
|
2019
Q1 | $2.19M | Buy |
13,834
+2,461
| +22% | +$390K | 1.35% | 27 |
|
|
2018
Q4 | $1.56M | Buy |
+11,373
| New | +$1.56M | 1.23% | 27 |
|