FBA
Front Barnett Associates’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $17.8M | Sell |
87,598
-2,500
| -3% | -$507K | 2.13% | 19 |
|
|
2023
Q2 | $19M | Sell |
90,098
-1,583
| -2% | -$334K | 2.15% | 20 |
|
|
2023
Q1 | $18.3M | Buy |
91,681
+5,675
| +7% | +$1.13M | 2.15% | 20 |
|
|
2022
Q4 | $11.4M | Sell |
86,006
-2,159
| -2% | -$286K | 1.44% | 24 |
|
|
2022
Q3 | $12.7M | Buy |
88,165
+840
| +1% | +$121K | 1.67% | 24 |
|
|
2022
Q2 | $14.4M | Buy |
87,325
+1,305
| +2% | +$215K | 1.75% | 24 |
|
|
2022
Q1 | $18.3M | Buy |
86,020
+970
| +1% | +$206K | 1.84% | 23 |
|
|
2021
Q4 | $21.6M | Sell |
85,050
-375
| -0.4% | -$95.3K | 2.03% | 17 |
|
|
2021
Q3 | $23.2M | Sell |
85,425
-878
| -1% | -$238K | 2.38% | 12 |
|
|
2021
Q2 | $21.1M | Buy |
86,303
+3,363
| +4% | +$821K | 2.15% | 15 |
|
|
2021
Q1 | $17.6M | Buy |
82,940
+2,835
| +4% | +$601K | 1.95% | 22 |
|
|
2020
Q4 | $17.8M | Buy |
80,105
+1,753
| +2% | +$390K | 2.11% | 15 |
|
|
2020
Q3 | $19.7M | Buy |
78,352
+545
| +0.7% | +$137K | 2.68% | 12 |
|
|
2020
Q2 | $14.6M | Buy |
77,807
+602
| +0.8% | +$113K | 2.25% | 13 |
|
|
2020
Q1 | $11.1M | Buy |
77,205
+3,240
| +4% | +$466K | 2.12% | 14 |
|
|
2019
Q4 | $12M | Buy |
73,965
+3,153
| +4% | +$513K | 1.8% | 21 |
|
|
2019
Q3 | $10.5M | Buy |
70,812
+2,850
| +4% | +$423K | 1.74% | 23 |
|
|
2019
Q2 | $10.3M | Buy |
67,962
+2,002
| +3% | +$304K | 1.73% | 23 |
|
|
2019
Q1 | $10.4M | Buy |
65,960
+1,549
| +2% | +$245K | 1.68% | 22 |
|
|
2018
Q4 | $8.82M | Buy |
+64,411
| New | +$8.82M | 1.61% | 24 |
|