Beck Bode LLC’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Sell
1,292
-276
-18% -$75.3K 0.06% 86
2025
Q1
$421K Sell
1,568
-331
-17% -$88.8K 0.08% 84
2024
Q4
$635K Sell
1,899
-899
-32% -$301K 0.12% 82
2024
Q3
$766K Sell
2,798
-1,151
-29% -$315K 0.14% 80
2024
Q2
$1.02M Sell
3,949
-2,380
-38% -$612K 0.2% 73
2024
Q1
$1.91M Sell
6,329
-1,076
-15% -$324K 0.39% 65
2023
Q4
$1.95M Sell
7,405
-309
-4% -$81.3K 0.44% 66
2023
Q3
$1.56M Sell
7,714
-183
-2% -$37.1K 0.4% 71
2023
Q2
$1.67M Buy
+7,897
New +$1.67M 0.41% 71
2022
Q4
Sell
-1,668
Closed -$240K 209
2022
Q3
$240K Buy
1,668
+87
+6% +$12.5K 0.05% 165
2022
Q2
$261K Buy
1,581
+376
+31% +$62.1K 0.06% 155
2022
Q1
$256K Buy
+1,205
New +$256K 0.06% 131
2020
Q4
Sell
-50
Closed -$13K 63
2020
Q3
$13K Buy
+50
New +$13K ﹤0.01% 192
2019
Q2
Sell
-19,739
Closed -$3.13M 67
2019
Q1
$3.13M Buy
+19,739
New +$3.13M 1.51% 26