Geller 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
Q4 | $652K | Buy |
|
|||||
|
2024
Q3 | $508K | Buy |
|
|||||
|
2024
Q2 | $455K | Sell |
|
|||||
|
2024
Q1 | $549K | Buy |
|
|||||
|
2023
Q4 | $444K | Buy |
|
|||||
|
2023
Q3 | $328K | Sell |
|
|||||
|
2023
Q2 | $962K | Buy |
|
|||||
|
2023
Q1 | $306K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $258K | Sell |
|
|||||
|
2022
Q2 | $454K | Buy |
|
|||||
|
2022
Q1 | $573K | Buy |
|
|||||
|
2021
Q4 | $658K | Buy |
|
|||||
|
2021
Q3 | $699K | Buy |
|
|||||
|
2021
Q2 | $529K | Sell |
|
|||||
|
2021
Q1 | $459K | Buy |
|
|||||
|
2020
Q4 | $484K | Hold |
|
|||||
|
2020
Q3 | $445K | Buy |
|
|||||
|
2020
Q2 | $330K | Buy |
|