Beacon Capital Management LLC (Tennessee)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Sell |
1,326
-141
| -10% | -$38.4K | 0.05% | 90 |
|
|
2025
Q1 | $394K | Buy |
1,467
+24
| +2% | +$6.44K | 0.05% | 77 |
|
|
2024
Q4 | $482K | Buy |
1,443
+1
| +0.1% | +$334 | 0.06% | 64 |
|
|
2024
Q3 | $395K | Buy |
1,442
+85
| +6% | +$23.3K | 0.06% | 74 |
|
|
2024
Q2 | $349K | Buy |
1,357
+418
| +45% | +$107K | 0.06% | 68 |
|
|
2024
Q1 | $283K | Buy |
939
+147
| +19% | +$44.3K | 0.06% | 79 |
|
|
2023
Q4 | $161K | Sell |
792
-56
| -7% | -$11.4K | 0.05% | 106 |
|
|
2023
Q3 | $179K | Hold |
848
| – | – | 0.05% | 100 |
|
|
2023
Q2 | $179K | Buy |
848
+196
| +30% | +$41.4K | 0.05% | 100 |
|
|
2023
Q1 | $130K | Sell |
652
-398
| -38% | -$79.5K | 0.04% | 113 |
|
|
2022
Q4 | $139K | Buy |
1,050
+1,007
| +2,342% | +$134K | 0.05% | 118 |
|
|
2022
Q3 | $7K | Sell |
43
-153
| -78% | -$24.9K | ﹤0.01% | 528 |
|
|
2022
Q2 | $42K | Hold |
196
| – | – | 0.01% | 268 |
|
|
2022
Q1 | $42K | Buy |
+196
| New | +$42K | 0.01% | 268 |
|