BRIA
Balanced Rock Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Sell |
1,544
-128
| -8% | -$34.9K | 0.33% | 65 |
|
|
2025
Q1 | $449K | Sell |
1,672
-35
| -2% | -$9.39K | 0.36% | 55 |
|
|
2024
Q4 | $571K | Sell |
1,707
-104
| -6% | -$34.8K | 0.45% | 40 |
|
|
2024
Q3 | $496K | Sell |
1,811
-40
| -2% | -$10.9K | 0.39% | 49 |
|
|
2024
Q2 | $476K | Sell |
1,851
-35
| -2% | -$9K | 0.4% | 49 |
|
|
2024
Q1 | $568K | Sell |
1,886
-532
| -22% | -$160K | 0.48% | 44 |
|
|
2023
Q4 | $636K | Buy |
+2,418
| New | +$636K | 0.57% | 43 |
|