Bard Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
6,200
-125
| -2% | -$34.1K | 0.2% | 93 |
|
|
2025
Q1 | $1.7M | Sell |
6,325
-610
| -9% | -$164K | 0.21% | 90 |
|
|
2024
Q4 | $2.32M | Hold |
6,935
| – | – | 0.28% | 79 |
|
|
2024
Q3 | $1.9M | Sell |
6,935
-550
| -7% | -$151K | 0.22% | 88 |
|
|
2024
Q2 | $1.92M | Buy |
7,485
+650
| +10% | +$167K | 0.2% | 89 |
|
|
2024
Q1 | $2.06M | Sell |
6,835
-250
| -4% | -$75.3K | 0.22% | 90 |
|
|
2023
Q4 | $1.86M | Sell |
7,085
-10
| -0.1% | -$2.63K | 0.21% | 90 |
|
|
2023
Q3 | $1.44M | Buy |
7,095
+210
| +3% | +$42.6K | 0.18% | 96 |
|
|
2023
Q2 | $1.45M | Sell |
6,885
-575
| -8% | -$121K | 0.11% | 138 |
|
|
2023
Q1 | $1.49M | Buy |
7,460
+450
| +6% | +$89.9K | 0.12% | 135 |
|
|
2022
Q4 | $929K | Sell |
7,010
-425
| -6% | -$56.3K | 0.08% | 168 |
|
|
2022
Q3 | $1.07M | Buy |
7,435
+275
| +4% | +$39.5K | 0.1% | 149 |
|
|
2022
Q2 | $1.18M | Buy |
7,160
+1,250
| +21% | +$206K | 0.11% | 143 |
|
|
2022
Q1 | $1.26M | Buy |
5,910
+425
| +8% | +$90.3K | 0.1% | 136 |
|
|
2021
Q4 | $1.39M | Hold |
5,485
| – | – | 0.11% | 127 |
|
|
2021
Q3 | $1.49M | Buy |
5,485
+75
| +1% | +$20.3K | 0.13% | 122 |
|
|
2021
Q2 | $1.32M | Buy |
5,410
+400
| +8% | +$97.7K | 0.12% | 127 |
|
|
2021
Q1 | $1.06M | Buy |
5,010
+300
| +6% | +$63.5K | 0.1% | 137 |
|
|
2020
Q4 | $1.05M | Buy |
+4,710
| New | +$1.05M | 0.11% | 131 |
|