Beck Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
9,911
+3,866
| +64% | +$1.05M | 0.67% | 50 |
|
|
2025
Q1 | $1.62M | Sell |
6,045
-307
| -5% | -$82.4K | 0.48% | 67 |
|
|
2024
Q4 | $2.12M | Buy |
+6,352
| New | +$2.12M | 0.56% | 61 |
|
|
2024
Q2 | – | Sell |
-17,897
| Closed | -$5.39M | – | 111 |
|
|
2024
Q1 | $5.39M | Buy |
17,897
+13
| +0.1% | +$3.92K | 1.55% | 19 |
|
|
2023
Q4 | $4.71M | Buy |
17,884
+4,645
| +35% | +$1.22M | 1.61% | 20 |
|
|
2023
Q3 | $2.68M | Buy |
13,239
+4,922
| +59% | +$998K | 1.04% | 41 |
|
|
2023
Q2 | $1.76M | Buy |
+8,317
| New | +$1.76M | 0.69% | 56 |
|
|
2021
Q1 | – | Sell |
-6,856
| Closed | -$1.53M | – | 116 |
|
|
2020
Q4 | $1.53M | Buy |
+6,856
| New | +$1.53M | 0.63% | 56 |
|
|
2016
Q1 | – | Sell |
-2,750
| Closed | -$216K | – | 100 |
|
|
2015
Q4 | $216K | Buy |
+2,750
| New | +$216K | 0.13% | 108 |
|