SWS Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50
| Closed | -$12.9K | – | 144 |
|
|
2024
Q2 | $12.9K | Buy |
+50
| New | +$12.9K | ﹤0.01% | 229 |
|
|
2021
Q2 | – | Sell |
-5,837
| Closed | -$1.24M | – | 78 |
|
|
2021
Q1 | $1.24M | Buy |
5,837
+530
| +10% | +$112K | 0.85% | 61 |
|
|
2020
Q4 | $1.18M | Buy |
5,307
+1,075
| +25% | +$239K | 0.53% | 76 |
|
|
2020
Q3 | $1.06M | Buy |
4,232
+460
| +12% | +$116K | 0.53% | 68 |
|
|
2020
Q2 | $735K | Buy |
3,772
+391
| +12% | +$76.2K | 0.94% | 48 |
|
|
2020
Q1 | $487K | Buy |
+3,381
| New | +$487K | 0.35% | 78 |
|
|
2019
Q3 | $475K | Sell |
2,913
-247
| -8% | -$40.3K | 0.28% | 74 |
|
|
2019
Q2 | $499K | Buy |
+3,160
| New | +$499K | 0.32% | 78 |
|
|
2018
Q4 | $339K | Buy |
2,475
+49
| +2% | +$6.71K | 0.26% | 71 |
|
|
2018
Q3 | $386K | Buy |
2,426
+239
| +11% | +$38K | 0.25% | 71 |
|
|
2018
Q2 | $298K | Buy |
2,187
+2,172
| +14,480% | +$296K | 0.21% | 77 |
|
|
2018
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 352 |
|
|
2017
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 364 |
|