Weik Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,040
| Closed | -$221K | – | 107 |
|
|
2022
Q1 | $221K | Sell |
1,040
-495
| -32% | -$105K | 0.09% | 107 |
|
|
2021
Q4 | $390K | Buy |
1,535
+185
| +14% | +$47K | 0.15% | 89 |
|
|
2021
Q3 | $366K | Sell |
1,350
-5
| -0.4% | -$1.36K | 0.15% | 92 |
|
|
2021
Q2 | $331K | Buy |
+1,355
| New | +$331K | 0.13% | 101 |
|