Thomas White International’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.06M | Hold |
5,001
| – | – | 0.22% | 122 |
|
|
2023
Q1 | $999K | Buy |
5,001
+1,773
| +55% | +$354K | 0.21% | 119 |
|
|
2022
Q4 | $428K | Buy |
3,228
+1
| +0% | +$133 | 0.09% | 186 |
|
|
2022
Q3 | $464K | Hold |
3,227
| – | – | 0.11% | 179 |
|
|
2022
Q2 | $533K | Hold |
3,227
| – | – | 0.11% | 178 |
|
|
2022
Q1 | $685K | Hold |
3,227
| – | – | 0.11% | 162 |
|
|
2021
Q4 | $820K | Hold |
3,227
| – | – | 0.13% | 148 |
|
|
2021
Q3 | $875K | Hold |
3,227
| – | – | 0.13% | 145 |
|
|
2021
Q2 | $788K | Hold |
3,227
| – | – | 0.11% | 152 |
|
|
2021
Q1 | $684K | Sell |
3,227
-740
| -19% | -$157K | 0.1% | 167 |
|
|
2020
Q4 | $883K | Buy |
3,967
+2,074
| +110% | +$462K | 0.14% | 151 |
|
|
2020
Q3 | $476K | Hold |
1,893
| – | – | 0.09% | 184 |
|
|
2020
Q2 | $355K | Buy |
+1,893
| New | +$355K | 0.07% | 208 |
|