TFCM
Taylor Frigon Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,826
| Closed | -$1.64M | – | 87 |
|
|
2019
Q2 | $1.64M | Sell |
10,826
-530
| -5% | -$80.4K | 1.14% | 39 |
|
|
2019
Q1 | $1.8M | Sell |
11,356
-351
| -3% | -$55.6K | 1.4% | 27 |
|
|
2018
Q4 | $1.6M | Sell |
11,707
-229
| -2% | -$31.4K | 1.41% | 27 |
|
|
2018
Q3 | $1.9M | Sell |
11,936
-1,959
| -14% | -$312K | 1.44% | 26 |
|
|
2018
Q2 | $1.9M | Sell |
13,895
-6,667
| -32% | -$909K | 1.38% | 28 |
|
|
2018
Q1 | $2.39M | Buy |
20,562
+232
| +1% | +$27K | 1.86% | 14 |
|
|
2017
Q4 | $2.08M | Buy |
+20,330
| New | +$2.08M | 1.67% | 14 |
|
|
2016
Q2 | $1.8M | Sell |
22,686
-1,765
| -7% | -$140K | 1.88% | 10 |
|
|
2016
Q1 | $1.81M | Buy |
24,451
+759
| +3% | +$56K | 1.91% | 10 |
|
|
2015
Q4 | $1.8M | Sell |
23,692
-723
| -3% | -$55K | 2.03% | 9 |
|
|
2015
Q3 | $1.73M | Sell |
24,415
-65
| -0.3% | -$4.6K | 1.92% | 12 |
|
|
2015
Q2 | $1.73M | Sell |
24,480
-1,664
| -6% | -$118K | 1.8% | 12 |
|
|
2015
Q1 | $1.74M | Sell |
26,144
-703
| -3% | -$46.7K | 1.6% | 18 |
|
|
2014
Q4 | $1.59M | Buy |
+26,847
| New | +$1.59M | 1.5% | 25 |
|