Breiter Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $207K | Hold |
975
| – | – | 0.1% | 129 |
|
|
2021
Q4 | $248K | Hold |
975
| – | – | 0.12% | 120 |
|
|
2021
Q3 | $264K | Hold |
975
| – | – | 0.15% | 119 |
|
|
2021
Q2 | $238K | Buy |
+975
| New | +$238K | 0.13% | 131 |
|
|
2021
Q1 | – | Sell |
-975
| Closed | -$217K | – | 61 |
|
|
2020
Q4 | $217K | Sell |
975
-40
| -4% | -$8.9K | 0.15% | 117 |
|
|
2020
Q3 | $255K | Buy |
+1,015
| New | +$255K | 0.21% | 90 |
|