Zeke Capital Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$4.9M Sell
2022
Q3
$7.53M Sell
2022
Q2
$37.9M Buy
2022
Q1
$42.8M Buy
2021
Q4
$36.6M Buy
2021
Q3
$34M Buy
2021
Q2
$2.85M Buy
2021
Q1
$2.46M Buy
2020
Q4
$2.42M Buy
2020
Q3
$2.16M Buy
2020
Q2
$1.58M Buy
2018
Q4
Sell
2018
Q3
$2.57M Sell
2018
Q2
$2.23M Buy
2018
Q1
$1.86M Buy
2017
Q4
$1.58M Buy
2017
Q3
$1.13M Buy
2017
Q2
$535K Buy
2017
Q1
$396K Buy
2016
Q4
$219K Buy