Vigilant Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-75
| Closed | -$10K | – | 455 |
|
|
2022
Q4 | $10K | Sell |
75
-957
| -93% | -$128K | ﹤0.01% | 401 |
|
|
2022
Q3 | $148K | Buy |
1,032
+626
| +154% | +$89.8K | 0.01% | 171 |
|
|
2022
Q2 | $67K | Buy |
406
+46
| +13% | +$7.59K | 0.01% | 248 |
|
|
2022
Q1 | $76K | Buy |
360
+150
| +71% | +$31.7K | 0.01% | 252 |
|
|
2021
Q4 | $53K | Sell |
210
-16
| -7% | -$4.04K | ﹤0.01% | 309 |
|
|
2021
Q3 | $61K | Hold |
226
| – | – | ﹤0.01% | 245 |
|
|
2021
Q2 | $55K | Hold |
226
| – | – | ﹤0.01% | 256 |
|
|
2021
Q1 | $48K | Buy |
226
+16
| +8% | +$3.4K | ﹤0.01% | 241 |
|
|
2020
Q4 | $47K | Buy |
+210
| New | +$47K | ﹤0.01% | 230 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$8K | – | 433 |
|
|
2019
Q1 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 358 |
|
|
2018
Q1 | – | Sell |
-176
| Closed | -$18K | – | 425 |
|
|
2017
Q4 | $18K | Hold |
176
| – | – | ﹤0.01% | 303 |
|
|
2017
Q3 | $16K | Hold |
176
| – | – | ﹤0.01% | 253 |
|
|
2017
Q2 | $15K | Hold |
176
| – | – | ﹤0.01% | 228 |
|
|
2017
Q1 | $15K | Hold |
176
| – | – | ﹤0.01% | 236 |
|
|
2016
Q4 | $12K | Hold |
176
| – | – | ﹤0.01% | 240 |
|
|
2016
Q3 | $13K | Hold |
176
| – | – | ﹤0.01% | 252 |
|
|
2016
Q2 | $14K | Buy |
+176
| New | +$14K | ﹤0.01% | 255 |
|
|
2015
Q4 | – | Sell |
-450
| Closed | -$31K | – | 265 |
|
|
2015
Q3 | $31K | Buy |
+450
| New | +$31K | 0.01% | 180 |
|
|
2015
Q1 | – | Sell |
-3,600
| Closed | -$214K | – | 268 |
|
|
2014
Q4 | $214K | Buy |
+3,600
| New | +$214K | 0.04% | 115 |
|