BFIM
Beese Fulmer Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Buy |
66,713
+2,587
| +4% | +$705K | 1.36% | 21 |
|
|
2025
Q1 | $17.2M | Buy |
64,126
+286
| +0.4% | +$76.8K | 1.48% | 21 |
|
|
2024
Q4 | $21.3M | Sell |
63,840
-405
| -0.6% | -$135K | 1.82% | 12 |
|
|
2024
Q3 | $17.6M | Buy |
64,245
+600
| +0.9% | +$164K | 1.51% | 20 |
|
|
2024
Q2 | $16.4M | Buy |
63,645
+33,093
| +108% | +$8.51M | 1.49% | 20 |
|
|
2024
Q1 | $9.2M | Buy |
30,552
+2,607
| +9% | +$785K | 0.87% | 44 |
|
|
2023
Q4 | $7.35M | Buy |
27,945
+779
| +3% | +$205K | 0.76% | 46 |
|
|
2023
Q3 | $5.51M | Buy |
27,166
+1,149
| +4% | +$233K | 0.62% | 52 |
|
|
2023
Q2 | $5.5M | Buy |
26,017
+1,215
| +5% | +$257K | 0.59% | 52 |
|
|
2023
Q1 | $4.95M | Buy |
24,802
+1,262
| +5% | +$252K | 0.57% | 56 |
|
|
2022
Q4 | $3.12M | Buy |
23,540
+848
| +4% | +$112K | 0.38% | 71 |
|
|
2022
Q3 | $3.26M | Buy |
22,692
+294
| +1% | +$42.3K | 0.44% | 64 |
|
|
2022
Q2 | $3.7M | Buy |
22,398
+3,308
| +17% | +$546K | 0.47% | 63 |
|
|
2022
Q1 | $4.05M | Buy |
19,090
+2,046
| +12% | +$434K | 0.44% | 64 |
|
|
2021
Q4 | $4.33M | Buy |
17,044
+2,051
| +14% | +$521K | 0.45% | 64 |
|
|
2021
Q3 | $4.07M | Buy |
14,993
+413
| +3% | +$112K | 0.46% | 63 |
|
|
2021
Q2 | $3.56M | Buy |
14,580
+2,174
| +18% | +$531K | 0.4% | 70 |
|
|
2021
Q1 | $2.63M | Buy |
12,406
+2,906
| +31% | +$616K | 0.32% | 83 |
|
|
2020
Q4 | $2.11M | Buy |
9,500
+6,548
| +222% | +$1.46M | 0.27% | 84 |
|
|
2020
Q3 | $742K | Buy |
2,952
+835
| +39% | +$210K | 0.11% | 119 |
|
|
2020
Q2 | $397K | Buy |
+2,117
| New | +$397K | 0.06% | 139 |
|