BAM
Barrett Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.34M | Sell |
6,295
-203
| -3% | -$43.1K | 0.06% | 97 |
|
|
2021
Q4 | $1.65M | Buy |
6,498
+561
| +9% | +$143K | 0.06% | 93 |
|
|
2021
Q3 | $1.61M | Buy |
5,937
+105
| +2% | +$28.5K | 0.07% | 92 |
|
|
2021
Q2 | $1.43M | Sell |
5,832
-25
| -0.4% | -$6.11K | 0.07% | 96 |
|
|
2021
Q1 | $1.24M | Buy |
5,857
+129
| +2% | +$27.3K | 0.06% | 97 |
|
|
2020
Q4 | $1.28M | Buy |
5,728
+398
| +7% | +$88.6K | 0.07% | 91 |
|
|
2020
Q3 | $1.34M | Buy |
5,330
+2,267
| +74% | +$570K | 0.08% | 83 |
|
|
2020
Q2 | $574K | Buy |
3,063
+2,863
| +1,432% | +$537K | 0.04% | 102 |
|
|
2020
Q1 | $29K | Hold |
200
| – | – | ﹤0.01% | 255 |
|
|
2019
Q4 | $33K | Hold |
200
| – | – | ﹤0.01% | 274 |
|
|
2019
Q3 | $30K | Hold |
200
| – | – | ﹤0.01% | 263 |
|
|
2019
Q2 | $30K | Hold |
200
| – | – | ﹤0.01% | 262 |
|
|
2019
Q1 | $32K | Hold |
200
| – | – | ﹤0.01% | 262 |
|
|
2018
Q4 | $27K | Hold |
200
| – | – | ﹤0.01% | 266 |
|
|
2018
Q3 | $32K | Hold |
200
| – | – | ﹤0.01% | 271 |
|
|
2018
Q2 | $27K | Hold |
200
| – | – | ﹤0.01% | 283 |
|
|
2018
Q1 | $23K | Hold |
200
| – | – | ﹤0.01% | 298 |
|
|
2017
Q4 | $20K | Buy |
+200
| New | +$20K | ﹤0.01% | 315 |
|
|
2015
Q1 | – | Sell |
-60
| Closed | -$4K | – | 357 |
|
|
2014
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 348 |
|
|
2014
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 356 |
|
|
2014
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 345 |
|
|
2014
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 334 |
|
|
2013
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 316 |
|
|
2013
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 329 |
|
|
2013
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 335 |
|