Halbert Hargrove Global Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $64.3K | Buy |
|
|||||
|
2025
Q2 | $29.5K | Sell |
|
|||||
|
2025
Q1 | $34.9K | Buy |
|
|||||
|
2024
Q4 | $35.2K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $268K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $286K | Buy |
|
|||||
|
2021
Q4 | $304K | Sell |
|
|||||
|
2021
Q3 | $409K | Buy |
|
|||||
|
2021
Q2 | $358K | Buy |
|
|||||
|
2021
Q1 | $281K | Sell |
|
|||||
|
2020
Q4 | $299K | Buy |
|
|||||
|
2020
Q3 | $234K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $264K | Sell |
|
|||||
|
2014
Q1 | $311K | Sell |
|
|||||
|
2013
Q4 | $314K | Sell |
|
|||||
|
2013
Q3 | $314K | Buy |
|
|||||
|
2013
Q2 | $228K | Buy |
|