BHA
Beech Hill Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Sell |
10,232
-4,043
| -28% | -$1.1M | 1.26% | 31 |
|
|
2025
Q1 | $3.83M | Sell |
14,275
-190
| -1% | -$51K | 1.52% | 23 |
|
|
2024
Q4 | $4.84M | Sell |
14,465
-270
| -2% | -$90.3K | 1.81% | 17 |
|
|
2024
Q3 | $4.03M | Buy |
14,735
+346
| +2% | +$94.7K | 1.53% | 22 |
|
|
2024
Q2 | $3.7M | Buy |
14,389
+1,885
| +15% | +$485K | 1.53% | 24 |
|
|
2024
Q1 | $3.77M | Sell |
12,504
-85
| -0.7% | -$25.6K | 1.56% | 24 |
|
|
2023
Q4 | $3.31M | Sell |
12,589
-1,326
| -10% | -$349K | 1.6% | 24 |
|
|
2023
Q3 | $2.82M | Sell |
13,915
-60
| -0.4% | -$12.2K | 1.42% | 33 |
|
|
2023
Q2 | $2.95M | Sell |
13,975
-102
| -0.7% | -$21.5K | 1.44% | 32 |
|
|
2023
Q1 | $2.81M | Sell |
14,077
-540
| -4% | -$108K | 1.42% | 33 |
|
|
2022
Q4 | $1.94M | Sell |
14,617
-974
| -6% | -$129K | 1.08% | 39 |
|
|
2022
Q3 | $2.24M | Sell |
15,591
-5
| -0% | -$719 | 1.29% | 33 |
|
|
2022
Q2 | $2.57M | Sell |
15,596
-755
| -5% | -$125K | 1.38% | 31 |
|
|
2022
Q1 | $3.47M | Buy |
16,351
+1,056
| +7% | +$224K | 1.42% | 29 |
|
|
2021
Q4 | $3.89M | Hold |
15,295
| – | – | 1.48% | 26 |
|
|
2021
Q3 | $4.15M | Sell |
15,295
-10
| -0.1% | -$2.71K | 1.72% | 20 |
|
|
2021
Q2 | $3.74M | Sell |
15,305
-5
| -0% | -$1.22K | 1.52% | 27 |
|
|
2021
Q1 | $3.24M | Buy |
15,310
+745
| +5% | +$158K | 1.35% | 34 |
|
|
2020
Q4 | $3.24M | Buy |
14,565
+8,095
| +125% | +$1.8M | 1.44% | 30 |
|
|
2020
Q3 | $1.63M | Sell |
6,470
-1,080
| -14% | -$271K | 0.8% | 41 |
|
|
2020
Q2 | $1.41M | Sell |
7,550
-50
| -0.7% | -$9.36K | 0.72% | 45 |
|
|
2020
Q1 | $1.09M | Buy |
7,600
+4,900
| +181% | +$705K | 0.75% | 40 |
|
|
2019
Q4 | $439K | Buy |
+2,700
| New | +$439K | 0.2% | 62 |
|
|
2016
Q4 | – | Sell |
-5,290
| Closed | -$377K | – | 84 |
|
|
2016
Q3 | $377K | Sell |
5,290
-1,400
| -21% | -$99.8K | 0.23% | 59 |
|
|
2016
Q2 | $531K | Buy |
+6,690
| New | +$531K | 0.36% | 42 |
|