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