Berger Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $473K | Sell |
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|
2025
Q2 | $584K | Sell |
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|
2025
Q1 | $610K | Buy |
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|
2024
Q4 | $750K | Sell |
|
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|
2024
Q3 | $621K | Buy |
|
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|
2024
Q2 | $553K | Buy |
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|
2024
Q1 | $513K | Sell |
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|
2023
Q4 | $463K | Sell |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q4 | $241K | Buy |
|