Burke & Herbert Bank & Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-749
| Closed | -$205K | – | 227 |
|
|
2024
Q3 | $205K | Buy |
+749
| New | +$205K | 0.05% | 228 |
|
|
2024
Q2 | – | Sell |
-883
| Closed | -$266K | – | 228 |
|
|
2024
Q1 | $266K | Sell |
883
-3
| -0.3% | -$904 | 0.2% | 105 |
|
|
2023
Q4 | $233K | Buy |
+886
| New | +$233K | 0.17% | 108 |
|
|
2021
Q4 | – | Sell |
-755
| Closed | -$205K | – | 152 |
|
|
2021
Q3 | $205K | Buy |
+755
| New | +$205K | 0.13% | 146 |
|