Montag & Caldwell’s Salesforce CRM Stock Holding History

Montag & Caldwell’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell
2020 Q4	$4.49M	Sell
2020 Q3	$63.8M	Sell
2020 Q2	$61.9M	Sell
2020 Q1	$60.8M	Sell
2019 Q4	$71.9M	Buy
2019 Q3	$53M	Sell
2019 Q2	$54.6M	Buy
2019 Q1	$42.9M	Buy
2018 Q4	$30.1M	Buy