BI
Ballast Inc’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,408
| Closed | -$1.45M | – | 169 |
|
|
2025
Q1 | $1.45M | Buy |
5,408
+276
| +5% | +$74.1K | 0.41% | 41 |
|
|
2024
Q4 | $1.72M | Sell |
5,132
-234
| -4% | -$78.2K | 0.49% | 33 |
|
|
2024
Q3 | $1.47M | Sell |
5,366
-59
| -1% | -$16.1K | 0.42% | 41 |
|
|
2024
Q2 | $1.39M | Buy |
5,425
+310
| +6% | +$79.7K | 0.43% | 40 |
|
|
2024
Q1 | $1.54M | Buy |
5,115
+7
| +0.1% | +$2.11K | 0.49% | 35 |
|
|
2023
Q4 | $1.34M | Sell |
5,108
-242
| -5% | -$63.7K | 0.46% | 37 |
|
|
2023
Q3 | $1.08M | Sell |
5,350
-278
| -5% | -$56.4K | 0.43% | 39 |
|
|
2023
Q2 | $1.19M | Buy |
5,628
+273
| +5% | +$57.7K | 0.46% | 35 |
|
|
2023
Q1 | $1.07M | Buy |
5,355
+379
| +8% | +$75.7K | 0.44% | 37 |
|
|
2022
Q4 | $660K | Buy |
4,976
+1,551
| +45% | +$206K | 0.29% | 65 |
|
|
2022
Q3 | $492K | Buy |
+3,425
| New | +$492K | 0.24% | 70 |
|