BPWM
Badgley Phelps Wealth Managers’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7M | Sell |
119,634
-1,379
| -1% | -$377K | 0.72% | 37 |
|
|
2025
Q1 | $32.5M | Sell |
121,013
-951
| -0.8% | -$255K | 0.78% | 34 |
|
|
2024
Q4 | $40.8M | Sell |
121,964
-1,526
| -1% | -$511K | 0.95% | 27 |
|
|
2024
Q3 | $33.8M | Buy |
123,490
+591
| +0.5% | +$162K | 0.79% | 31 |
|
|
2024
Q2 | $31.6M | Sell |
122,899
-1,390
| -1% | -$357K | 0.78% | 34 |
|
|
2024
Q1 | $37.5M | Sell |
124,289
-4,017
| -3% | -$1.21M | 0.94% | 29 |
|
|
2023
Q4 | $33.8M | Buy |
128,306
+14,239
| +12% | +$3.75M | 0.92% | 32 |
|
|
2023
Q3 | $23.1M | Sell |
114,067
-2,641
| -2% | -$536K | 0.79% | 40 |
|
|
2023
Q2 | $24.7M | Buy |
116,708
+6,851
| +6% | +$1.45M | 0.81% | 39 |
|
|
2023
Q1 | $21.9M | Buy |
109,857
+2,965
| +3% | +$592K | 0.81% | 39 |
|
|
2022
Q4 | $14.2M | Sell |
106,892
-3,569
| -3% | -$473K | 0.57% | 61 |
|
|
2022
Q3 | $15.9M | Buy |
110,461
+1,321
| +1% | +$190K | 0.68% | 49 |
|
|
2022
Q2 | $18M | Sell |
109,140
-81
| -0.1% | -$13.4K | 0.74% | 45 |
|
|
2022
Q1 | $23.2M | Sell |
109,221
-926
| -0.8% | -$197K | 0.81% | 45 |
|
|
2021
Q4 | $28M | Buy |
110,147
+1,818
| +2% | +$462K | 0.91% | 33 |
|
|
2021
Q3 | $29.4M | Buy |
+108,329
| New | +$29.4M | 1.07% | 27 |
|