B
Bailard’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Sell |
19,566
-178
| -0.9% | -$48.5K | 0.12% | 134 |
|
|
2025
Q1 | $5.3M | Sell |
19,744
-380
| -2% | -$102K | 0.14% | 127 |
|
|
2024
Q4 | $6.73M | Buy |
20,124
+64
| +0.3% | +$21.4K | 0.17% | 118 |
|
|
2024
Q3 | $5.49M | Sell |
20,060
-320
| -2% | -$87.6K | 0.14% | 129 |
|
|
2024
Q2 | $5.24M | Buy |
20,380
+310
| +2% | +$79.7K | 0.14% | 133 |
|
|
2024
Q1 | $6.04M | Buy |
20,070
+476
| +2% | +$143K | 0.17% | 127 |
|
|
2023
Q4 | $5.16M | Sell |
19,594
-506
| -3% | -$133K | 0.15% | 132 |
|
|
2023
Q3 | $4.08M | Buy |
20,100
+3,438
| +21% | +$697K | 0.14% | 136 |
|
|
2023
Q2 | $3.52M | Buy |
16,662
+3,885
| +30% | +$821K | 0.12% | 140 |
|
|
2023
Q1 | $2.55M | Sell |
12,777
-195
| -2% | -$39K | 0.09% | 173 |
|
|
2022
Q4 | $1.72M | Buy |
12,972
+4,942
| +62% | +$655K | 0.07% | 203 |
|
|
2022
Q3 | $1.16M | Sell |
8,030
-52
| -0.6% | -$7.48K | 0.05% | 230 |
|
|
2022
Q2 | $1.33M | Buy |
8,082
+281
| +4% | +$46.4K | 0.05% | 220 |
|
|
2022
Q1 | $1.66M | Buy |
7,801
+1,249
| +19% | +$265K | 0.06% | 214 |
|
|
2021
Q4 | $1.67M | Buy |
6,552
+200
| +3% | +$50.8K | 0.05% | 215 |
|
|
2021
Q3 | $1.72M | Buy |
6,352
+130
| +2% | +$35.3K | 0.06% | 214 |
|
|
2021
Q2 | $1.52M | Sell |
6,222
-507
| -8% | -$124K | 0.05% | 232 |
|
|
2021
Q1 | $1.43M | Buy |
6,729
+2,811
| +72% | +$596K | 0.05% | 234 |
|
|
2020
Q4 | $872K | Buy |
3,918
+429
| +12% | +$95.5K | 0.04% | 234 |
|
|
2020
Q3 | $877K | Buy |
3,489
+191
| +6% | +$48K | 0.05% | 211 |
|
|
2020
Q2 | $618K | Buy |
3,298
+476
| +17% | +$89.2K | 0.03% | 245 |
|
|
2020
Q1 | $406K | Buy |
2,822
+179
| +7% | +$25.8K | 0.03% | 259 |
|
|
2019
Q4 | $430K | Sell |
2,643
-215
| -8% | -$35K | 0.02% | 324 |
|
|
2019
Q3 | $424K | Buy |
2,858
+1,513
| +112% | +$224K | 0.03% | 302 |
|
|
2019
Q2 | $204K | Buy |
+1,345
| New | +$204K | 0.01% | 492 |
|
|
2016
Q1 | – | Sell |
-4,835
| Closed | -$379K | – | 275 |
|
|
2015
Q4 | $379K | Buy |
+4,835
| New | +$379K | 0.17% | 153 |
|