Beaton Management Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
1,485
+100
| +7% | +$27.3K | 0.2% | 100 |
|
|
2025
Q1 | $372K | Sell |
1,385
-190
| -12% | -$51K | 0.19% | 102 |
|
|
2024
Q4 | $527K | Hold |
1,575
| – | – | 0.27% | 87 |
|
|
2024
Q3 | $431K | Hold |
1,575
| – | – | 0.22% | 97 |
|
|
2024
Q2 | $405K | Buy |
1,575
+44
| +3% | +$11.3K | 0.22% | 99 |
|
|
2024
Q1 | $461K | Buy |
1,531
+269
| +21% | +$81K | 0.25% | 91 |
|
|
2023
Q4 | $332K | Hold |
1,262
| – | – | 0.2% | 103 |
|
|
2023
Q3 | $256K | Buy |
1,262
+12
| +1% | +$2.43K | 0.17% | 114 |
|
|
2023
Q2 | $264K | Hold |
1,250
| – | – | 0.17% | 114 |
|
|
2023
Q1 | $250K | Buy |
+1,250
| New | +$250K | 0.17% | 115 |
|
|
2022
Q2 | – | Sell |
-1,048
| Closed | -$223K | – | 131 |
|
|
2022
Q1 | $223K | Buy |
1,048
+50
| +5% | +$10.6K | 0.14% | 130 |
|
|
2021
Q4 | $254K | Hold |
998
| – | – | 0.15% | 124 |
|
|
2021
Q3 | $271K | Buy |
998
+98
| +11% | +$26.6K | 0.18% | 118 |
|
|
2021
Q2 | $220K | Buy |
+900
| New | +$220K | 0.14% | 132 |
|