Homrich & Berg’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $979K | Buy |
3,609
+36
| +1% | +$9.77K | 0.02% | 220 |
|
|
2021
Q2 | $873K | Buy |
3,573
+262
| +8% | +$64K | 0.02% | 236 |
|
|
2021
Q1 | $702K | Buy |
3,311
+5
| +0.2% | +$1.06K | 0.02% | 239 |
|
|
2020
Q4 | $736K | Buy |
3,306
+406
| +14% | +$90.4K | 0.02% | 227 |
|
|
2020
Q3 | $729K | Sell |
2,900
-281
| -9% | -$70.6K | 0.03% | 191 |
|
|
2020
Q2 | $596K | Buy |
3,181
+184
| +6% | +$34.5K | 0.02% | 190 |
|
|
2020
Q1 | $432K | Sell |
2,997
-283
| -9% | -$40.8K | 0.02% | 203 |
|
|
2019
Q4 | $533K | Buy |
3,280
+154
| +5% | +$25K | 0.02% | 222 |
|
|
2019
Q3 | $464K | Sell |
3,126
-297
| -9% | -$44.1K | 0.02% | 223 |
|
|
2019
Q2 | $519K | Buy |
3,423
+756
| +28% | +$115K | 0.03% | 223 |
|
|
2019
Q1 | $422K | Buy |
2,667
+220
| +9% | +$34.8K | 0.02% | 233 |
|
|
2018
Q4 | $335K | Buy |
2,447
+246
| +11% | +$33.7K | 0.02% | 236 |
|
|
2018
Q3 | $350K | Buy |
2,201
+337
| +18% | +$53.6K | 0.02% | 252 |
|
|
2018
Q2 | $254K | Buy |
+1,864
| New | +$254K | 0.02% | 273 |
|
|
2018
Q1 | – | Sell |
-2,993
| Closed | -$306K | – | 333 |
|
|
2017
Q4 | $306K | Buy |
2,993
+335
| +13% | +$34.3K | 0.02% | 252 |
|
|
2017
Q3 | $248K | Sell |
2,658
-98
| -4% | -$9.14K | 0.02% | 280 |
|
|
2017
Q2 | $239K | Buy |
2,756
+98
| +4% | +$8.5K | 0.02% | 255 |
|
|
2017
Q1 | $219K | Buy |
+2,658
| New | +$219K | 0.02% | 274 |
|
|
2016
Q4 | – | Sell |
-5,617
| Closed | -$401K | – | 271 |
|
|
2016
Q3 | $401K | Buy |
5,617
+1,796
| +47% | +$128K | 0.04% | 172 |
|
|
2016
Q2 | $303K | Buy |
+3,821
| New | +$303K | 0.03% | 198 |
|