BAM
Beaumont Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
7,727
+85
| +1% | +$23.2K | 1.13% | 20 |
|
|
2025
Q1 | $2.05M | Buy |
7,642
+16
| +0.2% | +$4.29K | 1.24% | 15 |
|
|
2024
Q4 | $2.55M | Sell |
7,626
-181
| -2% | -$60.5K | 1.48% | 14 |
|
|
2024
Q3 | $2.14M | Sell |
7,807
-1,245
| -14% | -$341K | 1.24% | 18 |
|
|
2024
Q2 | $2.33M | Sell |
9,052
-31
| -0.3% | -$7.97K | 1.5% | 14 |
|
|
2024
Q1 | $2.74M | Buy |
9,083
+182
| +2% | +$54.8K | 1.82% | 12 |
|
|
2023
Q4 | $2.34M | Buy |
8,901
+39
| +0.4% | +$10.3K | 1.65% | 12 |
|
|
2023
Q3 | $1.8M | Sell |
8,862
-64
| -0.7% | -$13K | 1.48% | 12 |
|
|
2023
Q2 | $1.89M | Sell |
8,926
-82
| -0.9% | -$17.3K | 1.43% | 13 |
|
|
2023
Q1 | $1.8M | Sell |
9,008
-4,847
| -35% | -$968K | 1.32% | 14 |
|
|
2022
Q4 | $1.84M | Sell |
13,855
-429
| -3% | -$56.9K | 1.35% | 16 |
|
|
2022
Q3 | $2.05M | Buy |
14,284
+115
| +0.8% | +$16.5K | 1.63% | 13 |
|
|
2022
Q2 | $2.34M | Buy |
14,169
+217
| +2% | +$35.8K | 1.77% | 11 |
|
|
2022
Q1 | $2.96M | Buy |
13,952
+1,193
| +9% | +$253K | 2% | 11 |
|
|
2021
Q4 | $3.24M | Buy |
12,759
+40
| +0.3% | +$10.2K | 2.16% | 11 |
|
|
2021
Q3 | $3.45M | Buy |
12,719
+364
| +3% | +$98.7K | 2.57% | 10 |
|
|
2021
Q2 | $3.02M | Buy |
12,355
+239
| +2% | +$58.4K | 2.32% | 11 |
|
|
2021
Q1 | $2.57M | Buy |
12,116
+499
| +4% | +$106K | 2.15% | 11 |
|
|
2020
Q4 | $2.59M | Buy |
11,617
+78
| +0.7% | +$17.4K | 2.33% | 11 |
|
|
2020
Q3 | $2.9M | Sell |
11,539
-167
| -1% | -$42K | 2.91% | 8 |
|
|
2020
Q2 | $2.19M | Buy |
11,706
+202
| +2% | +$37.8K | 2.29% | 11 |
|
|
2020
Q1 | $1.66M | Sell |
11,504
-448
| -4% | -$64.5K | 1.99% | 12 |
|
|
2019
Q4 | $1.94M | Buy |
+11,952
| New | +$1.94M | 1.86% | 12 |
|