Beaird Harris Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Buy |
437
+49
| +13% | +$13.4K | 0.01% | 166 |
|
|
2025
Q1 | $104K | Buy |
388
+21
| +6% | +$5.64K | 0.01% | 165 |
|
|
2024
Q4 | $123K | Sell |
367
-294
| -44% | -$98.3K | 0.01% | 153 |
|
|
2024
Q3 | $181K | Buy |
661
+623
| +1,639% | +$171K | 0.02% | 138 |
|
|
2024
Q2 | $9.64K | Buy |
38
+20
| +111% | +$5.08K | ﹤0.01% | 379 |
|
|
2024
Q1 | $5.42K | Hold |
18
| – | – | ﹤0.01% | 382 |
|
|
2023
Q4 | $4.74K | Buy |
18
+17
| +1,700% | +$4.47K | ﹤0.01% | 387 |
|
|
2023
Q3 | $203 | Hold |
1
| – | – | ﹤0.01% | 430 |
|
|
2023
Q2 | $212 | Hold |
1
| – | – | ﹤0.01% | 435 |
|
|
2023
Q1 | $200 | Sell |
1
-244
| -100% | -$48.8K | ﹤0.01% | 458 |
|
|
2022
Q4 | $32.5K | Buy |
245
+244
| +24,400% | +$32.4K | 0.01% | 211 |
|
|
2022
Q3 | $0 | Sell |
1
-85
| -99% | – | ﹤0.01% | 492 |
|
|
2022
Q2 | $14K | Sell |
86
-351
| -80% | -$57.1K | ﹤0.01% | 224 |
|
|
2022
Q1 | $93K | Sell |
437
-2
| -0.5% | -$426 | 0.03% | 141 |
|
|
2021
Q4 | $111K | Buy |
+439
| New | +$111K | 0.04% | 154 |
|