Beaton Management Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
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|
2025
Q1 | $372K | Sell |
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|
2024
Q4 | $527K | Hold |
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|
2024
Q3 | $431K | Hold |
|
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|
2024
Q2 | $405K | Buy |
|
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|
2024
Q1 | $461K | Buy |
|
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|
2023
Q4 | $332K | Hold |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $250K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $223K | Buy |
|
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $271K | Buy |
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|
2021
Q2 | $220K | Buy |
|