Altshuler Shaham’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.27K | Buy |
34
+19
| +127% | +$5.18K | ﹤0.01% | 213 |
|
|
2025
Q1 | $4.03K | Buy |
+15
| New | +$4.03K | ﹤0.01% | 213 |
|
|
2022
Q1 | – | Sell |
-538
| Closed | -$137K | – | 538 |
|
|
2021
Q4 | $137K | Sell |
538
-209
| -28% | -$53.2K | ﹤0.01% | 257 |
|
|
2021
Q3 | $204K | Buy |
747
+424
| +131% | +$116K | ﹤0.01% | 239 |
|
|
2021
Q2 | $45K | Buy |
+323
| New | +$45K | ﹤0.01% | 444 |
|
|
2021
Q1 | – | Sell |
-176
| Closed | -$39K | – | 460 |
|
|
2020
Q4 | $39K | Buy |
176
+15
| +9% | +$3.32K | ﹤0.01% | 291 |
|
|
2020
Q3 | $40K | Sell |
161
-208
| -56% | -$51.7K | ﹤0.01% | 242 |
|
|
2020
Q2 | $69K | Buy |
369
+240
| +186% | +$44.9K | ﹤0.01% | 173 |
|
|
2020
Q1 | $19K | Buy |
129
+97
| +303% | +$14.3K | ﹤0.01% | 236 |
|
|
2019
Q4 | $6K | Buy |
+32
| New | +$6K | ﹤0.01% | 368 |
|
|
2018
Q4 | – | Sell |
-47
| Closed | -$7K | – | 256 |
|
|
2018
Q3 | $7K | Buy |
+47
| New | +$7K | ﹤0.01% | 195 |
|