Richard Bernstein Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Hold |
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|
2025
Q1 | $3.54M | Sell |
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|
2024
Q4 | $4.6M | Hold |
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|
2024
Q3 | $3.77M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $6.14M | Hold |
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|
2018
Q3 | $7.13M | Hold |
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|
2018
Q2 | $6.11M | Buy |
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|
2018
Q1 | $4.8M | Hold |
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|
2017
Q4 | $4.22M | Buy |
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|
2017
Q3 | $3.13M | Hold |
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|
2017
Q2 | $2.9M | Hold |
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|
2017
Q1 | $2.77M | Hold |
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|
2016
Q4 | $2.29M | Hold |
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|
2016
Q3 | $2.39M | Hold |
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|
2016
Q2 | $2.66M | Hold |
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|
2016
Q1 | $2.48M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.11M | Hold |
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|
2014
Q4 | $984K | Hold |
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|
2014
Q3 | $954K | Hold |
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|
2014
Q2 | $963K | Hold |
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|
2014
Q1 | $947K | Hold |
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|
2013
Q4 | $915K | Hold |
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|
2013
Q3 | $861K | Hold |
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|
2013
Q2 | $633K | Buy |
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