Telemus Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.63M | Buy |
13,780
+653
| +5% | +$172K | 0.3% | 77 |
|
|
2023
Q3 | $2.66M | Sell |
13,127
-283
| -2% | -$57.4K | 0.25% | 90 |
|
|
2023
Q2 | $2.83M | Sell |
13,410
-1,251
| -9% | -$264K | 0.24% | 88 |
|
|
2023
Q1 | $2.93M | Buy |
14,661
+500
| +4% | +$99.9K | 0.26% | 86 |
|
|
2022
Q4 | $1.99M | Sell |
14,161
-2,037
| -13% | -$286K | 0.18% | 113 |
|
|
2022
Q3 | $2.33M | Buy |
16,198
+749
| +5% | +$108K | 0.24% | 91 |
|
|
2022
Q2 | $2.55M | Sell |
15,449
-701
| -4% | -$116K | 0.25% | 93 |
|
|
2022
Q1 | $3.43M | Buy |
16,150
+1,885
| +13% | +$400K | 0.3% | 80 |
|
|
2021
Q4 | $3.63M | Buy |
14,265
+121
| +0.9% | +$30.7K | 0.29% | 88 |
|
|
2021
Q3 | $3.84M | Sell |
14,144
-3,314
| -19% | -$899K | 0.32% | 79 |
|
|
2021
Q2 | $4.26M | Buy |
17,458
+699
| +4% | +$171K | 0.31% | 77 |
|
|
2021
Q1 | $3.69M | Buy |
16,759
+4,059
| +32% | +$894K | 0.25% | 86 |
|
|
2020
Q4 | $2.83M | Buy |
12,700
+4,345
| +52% | +$967K | 0.21% | 89 |
|
|
2020
Q3 | $2.16M | Sell |
8,355
-506
| -6% | -$131K | 0.16% | 113 |
|
|
2020
Q2 | $1.76M | Buy |
8,861
+101
| +1% | +$20.1K | 0.14% | 126 |
|
|
2020
Q1 | $1.53M | Buy |
+8,760
| New | +$1.53M | 0.13% | 132 |
|
|
2019
Q2 | – | Sell |
-7,572
| Closed | -$1.2M | – | 381 |
|
|
2019
Q1 | $1.2M | Buy |
7,572
+3,500
| +86% | +$554K | 0.09% | 167 |
|
|
2018
Q4 | $558K | Buy |
4,072
+1,400
| +52% | +$192K | 0.05% | 255 |
|
|
2018
Q3 | $425K | Buy |
+2,672
| New | +$425K | 0.03% | 309 |
|