HighTower Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $468K | Sell |
2,703
-290
| -10% | -$50.2K | 0.05% | 154 |
|
|
2022
Q4 | $385K | Sell |
2,993
-74
| -2% | -$9.51K | 0.04% | 166 |
|
|
2022
Q3 | $441K | Buy |
3,067
+98
| +3% | +$14.1K | 0.05% | 147 |
|
|
2022
Q2 | $498 | Buy |
2,969
+751
| +34% | +$126 | 0.05% | 149 |
|
|
2022
Q1 | $471K | Buy |
2,218
+245
| +12% | +$52K | 0.04% | 162 |
|
|
2021
Q4 | $501K | Buy |
+1,973
| New | +$501K | 0.05% | 154 |
|