Barrett & Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Hold |
110
| – | – | 0.01% | 363 |
|
|
2025
Q1 | $29.5K | Hold |
110
| – | – | 0.01% | 333 |
|
|
2024
Q4 | $36.8K | Hold |
110
| – | – | 0.02% | 311 |
|
|
2024
Q3 | $30.1K | Hold |
110
| – | – | 0.01% | 322 |
|
|
2024
Q2 | $28.3K | Sell |
110
-175
| -61% | -$45K | 0.01% | 336 |
|
|
2024
Q1 | $85.8K | Buy |
285
+175
| +159% | +$52.7K | 0.04% | 214 |
|
|
2023
Q4 | $28.9K | Hold |
110
| – | – | 0.02% | 305 |
|
|
2023
Q3 | $22.3K | Hold |
110
| – | – | 0.01% | 327 |
|
|
2023
Q2 | $23.2K | Hold |
110
| – | – | 0.01% | 331 |
|
|
2023
Q1 | $22K | Hold |
110
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $14.6K | Hold |
110
| – | – | 0.01% | 349 |
|
|
2022
Q3 | $14.6K | Buy |
+110
| New | +$14.6K | 0.01% | 349 |
|