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BCWM LLC’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.69M Sell
24,543
-2,490
-9% -$679K 2.12% 19
2025
Q1
$7.25M Sell
27,033
-5,676
-17% -$1.52M 2.52% 16
2024
Q4
$10.9M Buy
+32,709
New +$10.9M 3.9% 4