RBA
Richard Bernstein Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Hold |
13,202
| – | – | 0.09% | 111 |
|
|
2025
Q1 | $3.54M | Sell |
13,202
-556
| -4% | -$149K | 0.09% | 111 |
|
|
2024
Q4 | $4.6M | Hold |
13,758
| – | – | 0.1% | 83 |
|
|
2024
Q3 | $3.77M | Buy |
+13,758
| New | +$3.77M | 0.08% | 122 |
|
|
2019
Q1 | – | Sell |
-44,826
| Closed | -$6.14M | – | 276 |
|
|
2018
Q4 | $6.14M | Hold |
44,826
| – | – | 0.23% | 70 |
|
|
2018
Q3 | $7.13M | Hold |
44,826
| – | – | 0.21% | 82 |
|
|
2018
Q2 | $6.11M | Buy |
44,826
+3,567
| +9% | +$487K | 0.2% | 77 |
|
|
2018
Q1 | $4.8M | Hold |
41,259
| – | – | 0.17% | 112 |
|
|
2017
Q4 | $4.22M | Buy |
41,259
+7,738
| +23% | +$791K | 0.19% | 117 |
|
|
2017
Q3 | $3.13M | Hold |
33,521
| – | – | 0.22% | 135 |
|
|
2017
Q2 | $2.9M | Hold |
33,521
| – | – | 0.22% | 142 |
|
|
2017
Q1 | $2.77M | Hold |
33,521
| – | – | 0.21% | 163 |
|
|
2016
Q4 | $2.3M | Hold |
33,521
| – | – | 0.19% | 184 |
|
|
2016
Q3 | $2.39M | Hold |
33,521
| – | – | 0.23% | 170 |
|
|
2016
Q2 | $2.66M | Hold |
33,521
| – | – | 0.25% | 134 |
|
|
2016
Q1 | $2.48M | Buy |
+33,521
| New | +$2.48M | 0.25% | 138 |
|
|
2015
Q2 | – | Sell |
-16,588
| Closed | -$1.11M | – | 210 |
|
|
2015
Q1 | $1.11M | Hold |
16,588
| – | – | 0.15% | 150 |
|
|
2014
Q4 | $984K | Hold |
16,588
| – | – | 0.1% | 209 |
|
|
2014
Q3 | $954K | Hold |
16,588
| – | – | 0.1% | 212 |
|
|
2014
Q2 | $963K | Hold |
16,588
| – | – | 0.11% | 210 |
|
|
2014
Q1 | $947K | Hold |
16,588
| – | – | 0.13% | 185 |
|
|
2013
Q4 | $915K | Hold |
16,588
| – | – | 0.18% | 186 |
|
|
2013
Q3 | $861K | Hold |
16,588
| – | – | 0.25% | 140 |
|
|
2013
Q2 | $633K | Buy |
+16,588
| New | +$633K | 0.21% | 169 |
|