Beaumont Financial Advisors’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 | $458K | Sell |
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|
2025
Q1 | $648K | Buy |
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|
2024
Q4 | $797K | Buy |
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|
2024
Q3 | $553K | Sell |
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|
2024
Q2 | $664K | Buy |
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|
2024
Q1 | $744K | Sell |
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|
2023
Q4 | $663K | Buy |
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|
2023
Q3 | $401K | Sell |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $384K | Buy |
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $398K | Buy |
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|
2022
Q2 | $450K | Buy |
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|
2022
Q1 | $551K | Buy |
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|
2021
Q4 | $613K | Sell |
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|
2021
Q3 | $838K | Buy |
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|
2021
Q2 | $690K | Sell |
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|
2021
Q1 | $606K | Sell |
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|
2020
Q4 | $673K | Buy |
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|
2020
Q3 | $506K | Buy |
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|
2020
Q2 | $357K | Buy |
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|
2020
Q1 | $272K | Buy |
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|
2019
Q4 | $299K | Buy |
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|
2019
Q3 | $205K | Buy |
|