Surevest’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 | $2.6M | Buy |
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|
2022
Q2 | $2.75M | Sell |
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|
2022
Q1 | $3.83M | Sell |
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|
2021
Q4 | $6.09M | Sell |
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|
2021
Q3 | $6.84M | Buy |
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|
2021
Q2 | $5.98M | Buy |
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|
2021
Q1 | $4.35M | Sell |
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|
2020
Q4 | $5.06M | Buy |
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|
2020
Q3 | $5.38M | Sell |
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|
2020
Q2 | $4.08M | Buy |
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|
2020
Q1 | $2.79M | Buy |
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|
2019
Q4 | $2M | Buy |
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|
2019
Q3 | $1.78M | Buy |
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|
2019
Q2 | $1.76M | Sell |
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|
2019
Q1 | $2.19M | Buy |
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|
2018
Q4 | $1.56M | Buy |
|