Beacon Investment Advisory Services’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 | $5.35M | Sell |
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|
2025
Q2 | $6.54M | Sell |
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|
2025
Q1 | $6.71M | Sell |
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|
2024
Q4 | $9.21M | Sell |
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|
2024
Q3 | $8.22M | Sell |
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|
2024
Q2 | $8.02M | Sell |
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|
2024
Q1 | $9.87M | Sell |
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|
2023
Q4 | $8.81M | Sell |
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|
2023
Q3 | $7.26M | Sell |
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|
2023
Q2 | $11.1M | Sell |
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|
2023
Q1 | $10.6M | Sell |
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|
2022
Q4 | $7.13M | Sell |
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|
2022
Q3 | $9.83M | Sell |
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|
2022
Q2 | $11.5M | Sell |
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|
2022
Q1 | $14.9M | Sell |
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|
2021
Q4 | $18.2M | Buy |
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|
2021
Q3 | $19.2M | Sell |
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|
2021
Q2 | $17.9M | Sell |
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|
2021
Q1 | $15.8M | Sell |
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|
2020
Q4 | $16.6M | Sell |
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|
2020
Q3 | $19.1M | Buy |
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|
2020
Q2 | $14.1M | Buy |
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|
2020
Q1 | $10.3M | Sell |
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|
2019
Q4 | $13.2M | Buy |
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|
2019
Q3 | $651K | Buy |
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