WCM
Whitener Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,451
| Closed | -$208K | – | 137 |
|
|
2022
Q3 | $208K | Sell |
1,451
-365
| -20% | -$52.3K | 0.1% | 126 |
|
|
2022
Q2 | $299K | Sell |
1,816
-1,970
| -52% | -$324K | 0.13% | 108 |
|
|
2022
Q1 | $803K | Sell |
3,786
-170
| -4% | -$36.1K | 0.3% | 73 |
|
|
2021
Q4 | $1.01M | Buy |
3,956
+1,191
| +43% | +$303K | 0.36% | 62 |
|
|
2021
Q3 | $615K | Sell |
2,765
-55
| -2% | -$12.2K | 0.28% | 73 |
|
|
2021
Q2 | $688K | Sell |
2,820
-45
| -2% | -$11K | 0.27% | 78 |
|
|
2021
Q1 | $607K | Buy |
2,865
+100
| +4% | +$21.2K | 0.26% | 81 |
|
|
2020
Q4 | $615K | Hold |
2,765
| – | – | 0.28% | 74 |
|
|
2020
Q3 | $694K | Hold |
2,765
| – | – | 0.33% | 67 |
|
|
2020
Q2 | $517K | Sell |
2,765
-10
| -0.4% | -$1.87K | 0.27% | 70 |
|
|
2020
Q1 | $399K | Buy |
2,775
+160
| +6% | +$23K | 0.26% | 71 |
|
|
2019
Q4 | $425K | Buy |
2,615
+150
| +6% | +$24.4K | 0.22% | 88 |
|
|
2019
Q3 | $365K | Buy |
2,465
+250
| +11% | +$37K | 0.2% | 94 |
|
|
2019
Q2 | $336K | Hold |
2,215
| – | – | 0.19% | 101 |
|
|
2019
Q1 | $350K | Buy |
2,215
+100
| +5% | +$15.8K | 0.23% | 92 |
|
|
2018
Q4 | $289K | Buy |
2,115
+1,960
| +1,265% | +$268K | 0.21% | 97 |
|
|
2018
Q3 | $24K | Buy |
+155
| New | +$24K | 0.02% | 262 |
|
|
2018
Q2 | – | Sell |
-180
| Closed | -$20K | – | 174 |
|
|
2018
Q1 | $20K | Buy |
180
+20
| +13% | +$2.22K | 0.02% | 274 |
|
|
2017
Q4 | $16K | Buy |
+160
| New | +$16K | 0.01% | 280 |
|