Security National Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.17M | Hold |
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|
2021
Q2 | $4.17M | Buy |
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|
2021
Q1 | $3.54M | Buy |
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|
2020
Q4 | $3.61M | Buy |
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|
2020
Q3 | $3.85M | Buy |
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|
2020
Q2 | $2.79M | Buy |
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|
2020
Q1 | $2.08M | Buy |
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|
2019
Q4 | $2.23M | Buy |
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|
2019
Q3 | $2M | Buy |
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|
2019
Q2 | $2.03M | Buy |
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|
2019
Q1 | $2.09M | Buy |
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|
2018
Q4 | $1.52M | Buy |
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|
2018
Q3 | $1.74M | Buy |
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|
2018
Q2 | $1.16M | Buy |
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|
2018
Q1 | $862K | Buy |
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|
2017
Q4 | $23K | Buy |
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