Barrett & Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Hold |
|
|||||
|
2025
Q1 | $29.5K | Hold |
|
|||||
|
2024
Q4 | $36.8K | Hold |
|
|||||
|
2024
Q3 | $30.1K | Hold |
|
|||||
|
2024
Q2 | $28.3K | Sell |
|
|||||
|
2024
Q1 | $85.8K | Buy |
|
|||||
|
2023
Q4 | $28.9K | Hold |
|
|||||
|
2023
Q3 | $22.3K | Hold |
|
|||||
|
2023
Q2 | $23.2K | Hold |
|
|||||
|
2023
Q1 | $22K | Hold |
|
|||||
|
2022
Q4 | $14.6K | Hold |
|
|||||
|
2022
Q3 | $14.6K | Buy |
|