Sullivan, Bruyette, Speros & Blaney’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$768K Sell
2020
Q4
$943K Buy
2020
Q3
$786K Buy
2020
Q2
$567K Buy
2020
Q1
$378K Buy
2019
Q4
$419K Sell
2019
Q3
$390K Sell
2019
Q2
$406K Buy
2019
Q1
$286K Buy