On CNBC's "Fast Money Halftime Report," Josh Brown discussed his recent portfolio changes, gave his thoughts on CrowdStrike CRWD and why he sold Prologis PLD.
He sold out of Prologis and added to CrowdStrike: "CrowdStrike is becoming the Salesforce of cybersecurity," said Brown.
Salesforce an industry leader in enterprise cloud computing solutions. Its main product is Sales Cloud, which is a customer relationship management SaaS product.
"I made money and needed space," Brown said when explaining his exit on Prologis.
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