BCA
Bay Colony Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
1,658
-169
| -9% | -$46.1K | 0.06% | 261 |
|
|
2025
Q1 | $493K | Buy |
1,827
+87
| +5% | +$23.5K | 0.08% | 247 |
|
|
2024
Q4 | $582K | Buy |
1,740
+848
| +95% | +$283K | 0.09% | 217 |
|
|
2024
Q3 | $244K | Buy |
892
+1
| +0.1% | +$274 | 0.04% | 360 |
|
|
2024
Q2 | $229K | Sell |
891
-1,743
| -66% | -$448K | 0.04% | 363 |
|
|
2024
Q1 | $793K | Sell |
2,634
-12
| -0.5% | -$3.61K | 0.14% | 153 |
|
|
2023
Q4 | $696K | Sell |
2,646
-259
| -9% | -$68.1K | 0.14% | 161 |
|
|
2023
Q3 | $589K | Sell |
2,905
-4,706
| -62% | -$954K | 0.14% | 153 |
|
|
2023
Q2 | $1.61M | Buy |
7,611
+53
| +0.7% | +$11.2K | 0.39% | 66 |
|
|
2023
Q1 | $1.49M | Buy |
7,558
+688
| +10% | +$135K | 0.39% | 64 |
|
|
2022
Q4 | $911K | Sell |
6,870
-290
| -4% | -$38.5K | 0.24% | 107 |
|
|
2022
Q3 | $1.03M | Sell |
7,160
-235
| -3% | -$33.8K | 0.31% | 82 |
|
|
2022
Q2 | $1.36M | Sell |
7,395
-215
| -3% | -$39.6K | 0.35% | 68 |
|
|
2022
Q1 | $1.62M | Buy |
7,610
+70
| +0.9% | +$14.9K | 0.39% | 66 |
|
|
2021
Q4 | $1.92M | Sell |
7,540
-134
| -2% | -$34.1K | 0.55% | 48 |
|
|
2021
Q3 | $2.08M | Buy |
7,674
+1,500
| +24% | +$407K | 0.68% | 34 |
|
|
2021
Q2 | $1.51M | Buy |
6,174
+1,201
| +24% | +$293K | 0.5% | 54 |
|
|
2021
Q1 | $1.05M | Buy |
4,973
+3,898
| +363% | +$826K | 0.4% | 76 |
|
|
2020
Q4 | $239K | Buy |
+1,075
| New | +$239K | 0.13% | 231 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$14K | – | 332 |
|
|
2018
Q2 | $14K | Buy |
+100
| New | +$14K | 0.01% | 586 |
|