WI
Wafra Inc’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,761
| Closed | -$1.06M | – | 61 |
|
|
2020
Q4 | $1.06M | Buy |
+4,761
| New | +$1.06M | 0.05% | 61 |
|
|
2020
Q1 | – | Sell |
-160,967
| Closed | -$26.2M | – | 66 |
|
|
2019
Q4 | $26.2M | Buy |
160,967
+35,007
| +28% | +$5.69M | 1.61% | 29 |
|
|
2019
Q3 | $18.7M | Buy |
125,960
+16,076
| +15% | +$2.39M | 0.62% | 31 |
|
|
2019
Q2 | $16.7M | Buy |
109,884
+82,182
| +297% | +$12.5M | 0.56% | 33 |
|
|
2019
Q1 | $4.39M | Buy |
+27,702
| New | +$4.39M | 0.15% | 66 |
|
|
2016
Q4 | – | Sell |
-221,778
| Closed | -$15.8M | – | 86 |
|
|
2016
Q3 | $15.8M | Hold |
221,778
| – | – | 1.18% | 26 |
|
|
2016
Q2 | $17.6M | Sell |
221,778
-10,691
| -5% | -$849K | 2.15% | 16 |
|
|
2016
Q1 | $17.2M | Sell |
232,469
-51,189
| -18% | -$3.78M | 1.95% | 21 |
|
|
2015
Q4 | $22.2M | Buy |
283,658
+4,337
| +2% | +$340K | 2.58% | 11 |
|
|
2015
Q3 | $19.4M | Sell |
279,321
-4,994
| -2% | -$347K | 2.38% | 15 |
|
|
2015
Q2 | $19.8M | Buy |
284,315
+86,515
| +44% | +$6.02M | 2.15% | 16 |
|
|
2015
Q1 | $13.2M | Buy |
197,800
+12,550
| +7% | +$838K | 1.39% | 36 |
|
|
2014
Q4 | $11M | Buy |
185,250
+167,050
| +918% | +$9.91M | 1.13% | 42 |
|
|
2014
Q3 | $1.05M | Buy |
+18,200
| New | +$1.05M | 0.12% | 54 |
|