Beacon Financial Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $456K | Buy |
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|
2025
Q2 | $520K | Sell |
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|
2025
Q1 | $585K | Buy |
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|
2024
Q4 | $703K | Sell |
|
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|
2024
Q3 | $594K | Buy |
|
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|
2024
Q2 | $424K | Buy |
|
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|
2024
Q1 | $395K | Buy |
|
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|
2023
Q4 | $344K | Sell |
|
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $283K | Buy |
|
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|
2023
Q1 | $241K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $296K | Sell |
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|
2021
Q4 | $392K | Buy |
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|
2021
Q3 | $377K | Buy |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $370K | Buy |
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $310K | Buy |
|