Berman Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.92M | Buy |
7,082
+2,201
| +45% | +$596K | 0.3% | 45 |
|
|
2021
Q2 | $1.19M | Buy |
4,881
+1,980
| +68% | +$483K | 0.19% | 63 |
|
|
2021
Q1 | $613K | Buy |
2,901
+515
| +22% | +$109K | 0.13% | 85 |
|
|
2020
Q4 | $529K | Buy |
2,386
+176
| +8% | +$39K | 0.13% | 82 |
|
|
2020
Q3 | $553K | Buy |
2,210
+59
| +3% | +$14.8K | 0.16% | 68 |
|
|
2020
Q2 | $401K | Buy |
2,151
+230
| +12% | +$42.9K | 0.11% | 80 |
|
|
2020
Q1 | $274K | Sell |
1,921
-796
| -29% | -$114K | 0.09% | 91 |
|
|
2019
Q4 | $441K | Sell |
2,717
-996
| -27% | -$162K | 0.13% | 77 |
|
|
2019
Q3 | $550K | Buy |
3,713
+159
| +4% | +$23.6K | 0.17% | 64 |
|
|
2019
Q2 | $538K | Buy |
3,554
+273
| +8% | +$41.3K | 0.17% | 61 |
|
|
2019
Q1 | $517K | Buy |
3,281
+261
| +9% | +$41.1K | 0.17% | 64 |
|
|
2018
Q4 | $411K | Buy |
+3,020
| New | +$411K | 0.16% | 58 |
|