Wealthspire Advisors (Maryland)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.82M | Buy |
15,182
+8,613
| +131% | +$2.16M | 0.13% | 84 |
|
|
2020
Q2 | $1.23M | Buy |
6,569
+1,219
| +23% | +$228K | 0.09% | 136 |
|
|
2020
Q1 | $770K | Buy |
5,350
+371
| +7% | +$53.4K | 0.07% | 176 |
|
|
2019
Q4 | $810K | Buy |
4,979
+663
| +15% | +$108K | 0.05% | 198 |
|
|
2019
Q3 | $641K | Buy |
4,316
+222
| +5% | +$33K | 0.05% | 216 |
|
|
2019
Q2 | $621K | Sell |
4,094
-50
| -1% | -$7.58K | 0.05% | 219 |
|
|
2019
Q1 | $656K | Buy |
4,144
+161
| +4% | +$25.5K | 0.05% | 207 |
|
|
2018
Q4 | $546K | Buy |
3,983
+72
| +2% | +$9.87K | 0.05% | 205 |
|
|
2018
Q3 | $622K | Buy |
3,911
+275
| +8% | +$43.7K | 0.05% | 205 |
|
|
2018
Q2 | $496K | Buy |
3,636
+150
| +4% | +$20.5K | 0.04% | 240 |
|
|
2018
Q1 | $405K | Sell |
3,486
-234
| -6% | -$27.2K | 0.04% | 290 |
|
|
2017
Q4 | $380K | Buy |
3,720
+364
| +11% | +$37.2K | 0.04% | 319 |
|
|
2017
Q3 | $314K | Buy |
3,356
+76
| +2% | +$7.11K | 0.03% | 351 |
|
|
2017
Q2 | $284K | Buy |
3,280
+442
| +16% | +$38.3K | 0.03% | 353 |
|
|
2017
Q1 | $234K | Sell |
2,838
-5,651
| -67% | -$466K | 0.03% | 349 |
|
|
2016
Q4 | $581K | Buy |
8,489
+138
| +2% | +$9.45K | 0.09% | 148 |
|
|
2016
Q3 | $596K | Sell |
8,351
-127
| -1% | -$9.06K | 0.09% | 150 |
|
|
2016
Q2 | $673K | Buy |
8,478
+591
| +7% | +$46.9K | 0.11% | 132 |
|
|
2016
Q1 | $582K | Sell |
7,887
-206
| -3% | -$15.2K | 0.1% | 138 |
|
|
2015
Q4 | $634K | Buy |
+8,093
| New | +$634K | 0.12% | 124 |
|