Wealthstreet Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $62K | Hold |
290
| – | – | 1.67% | 18 |
|
|
2021
Q4 | $74K | Hold |
290
| – | – | 1.83% | 17 |
|
|
2021
Q3 | $79K | Sell |
290
-1,050
| -78% | -$286K | 2.18% | 17 |
|
|
2021
Q2 | $327K | Sell |
1,340
-16,827
| -93% | -$4.11M | 1.7% | 19 |
|
|
2021
Q1 | $3.85M | Buy |
18,167
+102
| +0.6% | +$21.6K | 0.38% | 66 |
|
|
2020
Q4 | $4.02M | Buy |
18,065
+5,085
| +39% | +$1.13M | 0.41% | 60 |
|
|
2020
Q3 | $3.26M | Hold |
12,980
| – | – | 0.36% | 64 |
|
|
2020
Q2 | $2.43M | Buy |
12,980
+50
| +0.4% | +$9.36K | 0.3% | 80 |
|
|
2020
Q1 | $1.86M | Sell |
12,930
-990
| -7% | -$142K | 0.28% | 87 |
|
|
2019
Q4 | $2.26M | Buy |
13,920
+20
| +0.1% | +$3.25K | 0.26% | 92 |
|
|
2019
Q3 | $2.16M | Buy |
13,900
+2,570
| +23% | +$399K | 0.28% | 86 |
|
|
2019
Q2 | $1.72M | Buy |
11,330
+900
| +9% | +$137K | 0.22% | 105 |
|
|
2019
Q1 | $1.65M | Hold |
10,430
| – | – | 0.22% | 108 |
|
|
2018
Q4 | $1.54M | Sell |
10,430
-1,300
| -11% | -$192K | 0.22% | 105 |
|
|
2018
Q3 | $1.87M | Sell |
11,730
-240
| -2% | -$38.2K | 0.23% | 97 |
|
|
2018
Q2 | $1.63M | Sell |
11,970
-11,460
| -49% | -$1.56M | 0.22% | 111 |
|
|
2018
Q1 | $2.73M | Sell |
23,430
-2,150
| -8% | -$250K | 0.34% | 72 |
|
|
2017
Q4 | $2.62M | Buy |
+25,580
| New | +$2.62M | 0.32% | 77 |
|