Bel Air Investment Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$5M Sell
20,473
-1,406
-6% -$343K 0.15% 75
2021
Q1
$4.64M Buy
+21,879
New +$4.64M 0.15% 85