FinTrust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.12M | Sell |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2.37M | Sell |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $850K | Hold |
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|
2023
Q1 | $850K | Hold |
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|
2022
Q4 | $850K | Sell |
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|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $1.84M | Sell |
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|
2022
Q1 | $2.61M | Buy |
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|
2021
Q4 | $3.11M | Buy |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $250K | Sell |
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|
2021
Q1 | $222K | Sell |
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|
2020
Q4 | $273K | Sell |
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|
2020
Q3 | $358 | Sell |
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|
2020
Q2 | $326K | Sell |
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|
2020
Q1 | $657K | Sell |
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|
2019
Q4 | $792K | Buy |
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|
2019
Q3 | $703K | Buy |
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|
2019
Q2 | $677K | Buy |
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|
2019
Q1 | $672K | Buy |
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|
2018
Q4 | $533K | Buy |
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