Beacon Capital Management LLC (Tennessee)’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 | $362K | Sell |
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|
2025
Q1 | $394K | Buy |
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|
2024
Q4 | $482K | Buy |
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|
2024
Q3 | $395K | Buy |
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|
2024
Q2 | $349K | Buy |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | $161K | Sell |
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|
2023
Q3 | $179K | Hold |
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|
2023
Q2 | $179K | Buy |
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|
2023
Q1 | $130K | Sell |
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|
2022
Q4 | $139K | Buy |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $42K | Buy |
|