Yorktown Management & Research Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-980
| Closed | -$249K | – | 230 |
|
|
2021
Q4 | $249K | Hold |
980
| – | – | 0.17% | 218 |
|
|
2021
Q3 | $266K | Hold |
980
| – | – | 0.2% | 200 |
|
|
2021
Q2 | $239K | Hold |
980
| – | – | 0.19% | 230 |
|
|
2021
Q1 | $208K | Buy |
+980
| New | +$208K | 0.17% | 237 |
|
|
2020
Q4 | – | Sell |
-1,550
| Closed | -$390K | – | 228 |
|
|
2020
Q3 | $390K | Buy |
+1,550
| New | +$390K | 0.36% | 114 |
|
|
2019
Q4 | – | Sell |
-1,700
| Closed | -$252K | – | 290 |
|
|
2019
Q3 | $252K | Buy |
+1,700
| New | +$252K | 0.14% | 230 |
|
|
2014
Q2 | – | Sell |
-6,000
| Closed | -$343K | – | 486 |
|
|
2014
Q1 | $343K | Hold |
6,000
| – | – | 0.07% | 157 |
|
|
2013
Q4 | $331K | Hold |
6,000
| – | – | 0.07% | 156 |
|
|
2013
Q3 | $311K | Hold |
6,000
| – | – | 0.07% | 147 |
|
|
2013
Q2 | $229K | Buy |
+6,000
| New | +$229K | 0.05% | 239 |
|