AHB
Abner Herrman & Brock’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Sell |
77,785
-367
| -0.5% | -$100K | 2.37% | 17 |
|
|
2025
Q1 | $21M | Buy |
78,152
+885
| +1% | +$238K | 2.68% | 15 |
|
|
2024
Q4 | $25.8M | Buy |
77,267
+688
| +0.9% | +$230K | 3.21% | 10 |
|
|
2024
Q3 | $21M | Sell |
76,579
-4,093
| -5% | -$1.12M | 2.53% | 13 |
|
|
2024
Q2 | $20.7M | Sell |
80,672
-504
| -0.6% | -$130K | 2.63% | 13 |
|
|
2024
Q1 | $24.4M | Sell |
81,176
-2,242
| -3% | -$675K | 3.05% | 7 |
|
|
2023
Q4 | $22M | Sell |
83,418
-6,051
| -7% | -$1.59M | 3.08% | 7 |
|
|
2023
Q3 | $18.1M | Buy |
89,469
+655
| +0.7% | +$133K | 2.78% | 11 |
|
|
2023
Q2 | $18.8M | Buy |
+88,814
| New | +$18.8M | 2.75% | 15 |
|
|
2019
Q2 | – | Sell |
-1,438
| Closed | -$228K | – | 129 |
|
|
2019
Q1 | $228K | Sell |
1,438
-1,010
| -41% | -$160K | 0.04% | 113 |
|
|
2018
Q4 | $335K | Sell |
2,448
-36
| -1% | -$4.93K | 0.06% | 85 |
|
|
2018
Q3 | $395K | Hold |
2,484
| – | – | 0.06% | 94 |
|
|
2018
Q2 | $339K | Hold |
2,484
| – | – | 0.05% | 99 |
|
|
2018
Q1 | $289K | Buy |
+2,484
| New | +$289K | 0.05% | 107 |
|