Homrich & Berg’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $979K | Buy |
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|
2021
Q2 | $873K | Buy |
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|
2021
Q1 | $702K | Buy |
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|
2020
Q4 | $736K | Buy |
|
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|
2020
Q3 | $729K | Sell |
|
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|
2020
Q2 | $596K | Buy |
|
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|
2020
Q1 | $432K | Sell |
|
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|
2019
Q4 | $533K | Buy |
|
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|
2019
Q3 | $464K | Sell |
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|
2019
Q2 | $519K | Buy |
|
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|
2019
Q1 | $422K | Buy |
|
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|
2018
Q4 | $335K | Buy |
|
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|
2018
Q3 | $350K | Buy |
|
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|
2018
Q2 | $254K | Buy |
|
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|
2018
Q1 | – | Sell |
|
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|
2017
Q4 | $306K | Buy |
|
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|
2017
Q3 | $248K | Sell |
|
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|
2017
Q2 | $239K | Buy |
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|
2017
Q1 | $219K | Buy |
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|
2016
Q4 | – | Sell |
|
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|
2016
Q3 | $401K | Buy |
|
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|
2016
Q2 | $303K | Buy |
|