Beaumont Asset Management’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
$2.11M Buy
2025
Q1
$2.05M Buy
2024
Q4
$2.55M Sell
2024
Q3
$2.14M Sell
2024
Q2
$2.33M Sell
2024
Q1
$2.74M Buy
2023
Q4
$2.34M Buy
2023
Q3
$1.8M Sell
2023
Q2
$1.89M Sell
2023
Q1
$1.8M Sell
2022
Q4
$1.84M Sell
2022
Q3
$2.05M Buy
2022
Q2
$2.34M Buy
2022
Q1
$2.96M Buy
2021
Q4
$3.24M Buy
2021
Q3
$3.45M Buy
2021
Q2
$3.02M Buy
2021
Q1
$2.57M Buy
2020
Q4
$2.58M Buy
2020
Q3
$2.9M Sell
2020
Q2
$2.19M Buy
2020
Q1
$1.66M Sell
2019
Q4
$1.94M Buy