Badgley Phelps Wealth Managers’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7M | Sell |
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|
2025
Q1 | $32.5M | Sell |
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|
2024
Q4 | $40.8M | Sell |
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|
2024
Q3 | $33.8M | Buy |
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|
2024
Q2 | $31.6M | Sell |
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|
2024
Q1 | $37.5M | Sell |
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|
2023
Q4 | $33.8M | Buy |
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|
2023
Q3 | $23.1M | Sell |
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|
2023
Q2 | $24.7M | Buy |
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|
2023
Q1 | $21.9M | Buy |
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|
2022
Q4 | $14.2M | Sell |
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|
2022
Q3 | $15.9M | Buy |
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|
2022
Q2 | $18M | Sell |
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|
2022
Q1 | $23.2M | Sell |
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|
2021
Q4 | $28M | Buy |
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|
2021
Q3 | $29.4M | Buy |
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