Wisconsin Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-23,175
| Closed | -$5.16M | – | 56 |
|
|
2020
Q4 | $5.16M | Buy |
23,175
+11,025
| +91% | +$2.45M | 1.99% | 23 |
|
|
2020
Q3 | $3.05M | Sell |
12,150
-385
| -3% | -$96.8K | 1.41% | 27 |
|
|
2020
Q2 | $2.35M | Buy |
12,535
+1,285
| +11% | +$241K | 1.18% | 29 |
|
|
2020
Q1 | $1.62M | Buy |
11,250
+1,250
| +13% | +$180K | 1.06% | 27 |
|
|
2019
Q4 | $1.63M | Hold |
10,000
| – | – | 0.8% | 39 |
|
|
2019
Q3 | $1.48M | Hold |
10,000
| – | – | 0.79% | 41 |
|
|
2019
Q2 | $1.52M | Buy |
10,000
+1,000
| +11% | +$152K | 0.81% | 42 |
|
|
2019
Q1 | $1.43M | Hold |
9,000
| – | – | 1.27% | 37 |
|
|
2018
Q4 | $1.23M | Buy |
+9,000
| New | +$1.23M | 1.31% | 35 |
|