Barnes Pettey Financial Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Hold |
1,690
| – | – | 0.31% | 58 |
|
|
2025
Q1 | $454K | Sell |
1,690
-20
| -1% | -$5.37K | 0.35% | 55 |
|
|
2024
Q4 | $572K | Hold |
1,710
| – | – | 0.44% | 46 |
|
|
2024
Q3 | $468K | Sell |
1,710
-109
| -6% | -$29.8K | 0.37% | 51 |
|
|
2024
Q2 | $468K | Hold |
1,819
| – | – | 0.4% | 48 |
|
|
2024
Q1 | $548K | Sell |
1,819
-65
| -3% | -$19.6K | 0.47% | 41 |
|
|
2023
Q4 | $496K | Hold |
1,884
| – | – | 0.4% | 54 |
|
|
2023
Q3 | $382K | Sell |
1,884
-500
| -21% | -$101K | 0.35% | 59 |
|
|
2023
Q2 | $504K | Sell |
2,384
-400
| -14% | -$84.5K | 0.44% | 53 |
|
|
2023
Q1 | $556K | Sell |
2,784
-53
| -2% | -$10.6K | 0.53% | 45 |
|
|
2022
Q4 | $376K | Buy |
2,837
+268
| +10% | +$35.5K | 0.39% | 60 |
|
|
2022
Q3 | $370K | Sell |
2,569
-19
| -0.7% | -$2.74K | 0.51% | 53 |
|
|
2022
Q2 | $427K | Buy |
2,588
+141
| +6% | +$23.3K | 0.55% | 50 |
|
|
2022
Q1 | $520K | Hold |
2,447
| – | – | 0.63% | 43 |
|
|
2021
Q4 | $622K | Buy |
+2,447
| New | +$622K | 0.72% | 38 |
|