Beacon Financial Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Sell |
1,908
-274
| -13% | -$74.7K | 0.13% | 197 |
|
|
2025
Q1 | $585K | Buy |
2,182
+81
| +4% | +$21.7K | 0.18% | 147 |
|
|
2024
Q4 | $703K | Sell |
2,101
-71
| -3% | -$23.7K | 0.23% | 122 |
|
|
2024
Q3 | $594K | Buy |
2,172
+525
| +32% | +$144K | 0.2% | 135 |
|
|
2024
Q2 | $424K | Buy |
1,647
+334
| +25% | +$85.9K | 0.16% | 164 |
|
|
2024
Q1 | $395K | Buy |
1,313
+4
| +0.3% | +$1.21K | 0.19% | 146 |
|
|
2023
Q4 | $344K | Sell |
1,309
-245
| -16% | -$64.5K | 0.17% | 164 |
|
|
2023
Q3 | $315K | Buy |
1,554
+213
| +16% | +$43.2K | 0.17% | 158 |
|
|
2023
Q2 | $283K | Buy |
1,341
+135
| +11% | +$28.5K | 0.16% | 170 |
|
|
2023
Q1 | $241K | Buy |
+1,206
| New | +$241K | 0.15% | 177 |
|
|
2022
Q3 | – | Sell |
-1,362
| Closed | -$225K | – | 195 |
|
|
2022
Q2 | $225K | Sell |
1,362
-31
| -2% | -$5.12K | 0.13% | 196 |
|
|
2022
Q1 | $296K | Sell |
1,393
-148
| -10% | -$31.4K | 0.14% | 178 |
|
|
2021
Q4 | $392K | Buy |
1,541
+150
| +11% | +$38.2K | 0.18% | 151 |
|
|
2021
Q3 | $377K | Buy |
1,391
+6
| +0.4% | +$1.63K | 0.2% | 148 |
|
|
2021
Q2 | $338K | Buy |
1,385
+10
| +0.7% | +$2.44K | 0.18% | 151 |
|
|
2021
Q1 | $291K | Buy |
1,375
+25
| +2% | +$5.29K | 0.17% | 153 |
|
|
2020
Q4 | $300K | Sell |
1,350
-124
| -8% | -$27.6K | 0.2% | 145 |
|
|
2020
Q3 | $370K | Buy |
+1,474
| New | +$370K | 0.32% | 107 |
|
|
2020
Q1 | – | Sell |
-1,911
| Closed | -$310K | – | 139 |
|
|
2019
Q4 | $310K | Buy |
+1,911
| New | +$310K | 0.27% | 109 |
|