Berman Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.92M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $613K | Buy |
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|
2020
Q4 | $529K | Buy |
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|
2020
Q3 | $553K | Buy |
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|
2020
Q2 | $401K | Buy |
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|
2020
Q1 | $274K | Sell |
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|
2019
Q4 | $441K | Sell |
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|
2019
Q3 | $550K | Buy |
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|
2019
Q2 | $538K | Buy |
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|
2019
Q1 | $517K | Buy |
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|
2018
Q4 | $411K | Buy |
|