Clear Perspective 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
Q4 | $620K | Sell |
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|
2021
Q3 | $944K | Buy |
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|
2021
Q2 | $778K | Buy |
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|
2021
Q1 | $647K | Buy |
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|
2020
Q4 | $639K | Buy |
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|
2020
Q3 | $385 | Sell |
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|
2020
Q2 | $575K | Buy |
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|
2020
Q1 | $290K | Buy |
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|
2019
Q4 | $275K | Sell |
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|
2019
Q3 | $256K | Buy |
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|
2019
Q2 | $250K | Buy |
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|
2019
Q1 | $250K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $78K | Buy |
|