RegentAtlantic Capital’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$5.33M Sell
2022
Q2
$6.81M Buy
2022
Q1
$6.61M Sell
2021
Q4
$9.3M Buy
2021
Q3
$9.76M Buy
2021
Q2
$7.64M Buy
2021
Q1
$5.72M Sell
2020
Q4
$6.64M Buy
2020
Q3
$6.05M Buy
2020
Q2
$2.21M Buy
2020
Q1
$829K Buy
2019
Q4
$495K Buy
2019
Q3
$444K Buy
2019
Q2
$427K Buy
2019
Q1
$440K Buy
2018
Q4
$349K Buy
2018
Q3
$335K Buy
2015
Q1
Sell
2014
Q4
$1.08K Buy