Alera Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $656K | Buy |
2,398
+213
| +10% | +$58.3K | 0.08% | 111 |
|
|
2024
Q2 | $562K | Buy |
2,185
+1,315
| +151% | +$338K | 0.07% | 118 |
|
|
2024
Q1 | $262K | Buy |
870
+99
| +13% | +$29.8K | 0.04% | 145 |
|
|
2023
Q4 | $203K | Buy |
+771
| New | +$203K | 0.03% | 157 |
|
|
2019
Q2 | – | Sell |
-295
| Closed | -$47K | – | 285 |
|
|
2019
Q1 | $47K | Sell |
295
-66
| -18% | -$10.5K | 0.02% | 169 |
|
|
2018
Q4 | $49K | Buy |
+361
| New | +$49K | 0.03% | 175 |
|