Bedel Financial Consulting’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Hold |
1,354
| – | – | 0.05% | 190 |
|
|
2025
Q1 | $370K | Buy |
1,354
+171
| +14% | +$46.8K | 0.05% | 175 |
|
|
2024
Q4 | $412K | Sell |
1,183
-35
| -3% | -$12.2K | 0.06% | 169 |
|
|
2024
Q3 | $333K | Sell |
1,218
-123
| -9% | -$33.7K | 0.05% | 194 |
|
|
2024
Q2 | $345K | Buy |
1,341
+113
| +9% | +$29.1K | 0.05% | 177 |
|
|
2024
Q1 | $370K | Buy |
1,228
+14
| +1% | +$4.22K | 0.06% | 165 |
|
|
2023
Q4 | $319K | Sell |
1,214
-6
| -0.5% | -$1.58K | 0.06% | 177 |
|
|
2023
Q3 | $247K | Hold |
1,220
| – | – | 0.05% | 198 |
|
|
2023
Q2 | $258K | Sell |
1,220
-22
| -2% | -$4.65K | 0.05% | 197 |
|
|
2023
Q1 | $248K | Buy |
+1,242
| New | +$248K | 0.06% | 189 |
|
|
2022
Q3 | – | Sell |
-1,438
| Closed | -$237K | – | 216 |
|
|
2022
Q2 | $237K | Buy |
1,438
+718
| +100% | +$118K | 0.07% | 171 |
|
|
2022
Q1 | $153K | Sell |
720
-18
| -2% | -$3.83K | 0.05% | 216 |
|
|
2021
Q4 | $188K | Buy |
738
+48
| +7% | +$12.2K | 0.06% | 196 |
|
|
2021
Q3 | $187K | Buy |
690
+2
| +0.3% | +$542 | 0.06% | 187 |
|
|
2021
Q2 | $168K | Sell |
688
-131
| -16% | -$32K | 0.06% | 198 |
|
|
2021
Q1 | $174K | Buy |
819
+73
| +10% | +$15.5K | 0.07% | 183 |
|
|
2020
Q4 | $166K | Buy |
746
+50
| +7% | +$11.1K | 0.07% | 168 |
|
|
2020
Q3 | $175K | Sell |
696
-32
| -4% | -$8.05K | 0.09% | 154 |
|
|
2020
Q2 | $136K | Hold |
728
| – | – | 0.07% | 166 |
|
|
2020
Q1 | $105K | Buy |
728
+50
| +7% | +$7.21K | 0.07% | 173 |
|
|
2019
Q4 | $110K | Buy |
678
+53
| +8% | +$8.6K | 0.06% | 200 |
|
|
2019
Q3 | $93K | Buy |
625
+355
| +131% | +$52.8K | 0.06% | 212 |
|
|
2019
Q2 | $41K | Buy |
270
+14
| +5% | +$2.13K | 0.02% | 300 |
|
|
2019
Q1 | $41K | Buy |
256
+56
| +28% | +$8.97K | 0.03% | 297 |
|
|
2018
Q4 | $27K | Hold |
200
| – | – | 0.02% | 328 |
|
|
2018
Q3 | $29K | Buy |
+200
| New | +$29K | 0.02% | 340 |
|