Abner Herrman & Brock’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.2M | Sell |
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|
2025
Q2 | $21.2M | Sell |
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|
2025
Q1 | $21M | Buy |
|
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|
2024
Q4 | $25.8M | Buy |
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|
2024
Q3 | $21M | Sell |
|
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|
2024
Q2 | $20.7M | Sell |
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|
2024
Q1 | $24.4M | Sell |
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|
2023
Q4 | $22M | Sell |
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|
2023
Q3 | $18.1M | Buy |
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|
2023
Q2 | $18.8M | Buy |
|
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $228K | Sell |
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|
2018
Q4 | $335K | Sell |
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|
2018
Q3 | $395K | Hold |
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|
2018
Q2 | $339K | Hold |
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|
2018
Q1 | $289K | Buy |
|