Twin Focus Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,255
| Closed | -$254K | – | 162 |
|
2023
Q3 | $254K | Sell |
1,255
-233
| -16% | -$47.2K | 0.06% | 137 |
|
2023
Q2 | $314K | Sell |
1,488
-263
| -15% | -$55.6K | 0.06% | 162 |
|
2023
Q1 | $350K | Sell |
1,751
-169
| -9% | -$33.8K | 0.07% | 143 |
|
2022
Q4 | $255K | Sell |
1,920
-48
| -2% | -$6.37K | 0.05% | 177 |
|
2022
Q3 | $283K | Buy |
1,968
+4
| +0.2% | +$575 | 0.07% | 153 |
|
2022
Q2 | $324K | Buy |
1,964
+296
| +18% | +$48.8K | 0.07% | 140 |
|
2022
Q1 | $354K | Sell |
1,668
-5
| -0.3% | -$1.06K | 0.07% | 143 |
|
2021
Q4 | $425K | Sell |
1,673
-73
| -4% | -$18.5K | 0.09% | 128 |
|
2021
Q3 | $474K | Buy |
1,746
+38
| +2% | +$10.3K | 0.11% | 102 |
|
2021
Q2 | $417K | Buy |
+1,708
| New | +$417K | 0.1% | 109 |
|
2021
Q1 | – | Sell |
-1,443
| Closed | -$321K | – | 166 |
|
2020
Q4 | $321K | Buy |
+1,443
| New | +$321K | 0.1% | 117 |
|