Beese Fulmer Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Buy |
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|
2025
Q1 | $17.2M | Buy |
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|
2024
Q4 | $21.3M | Sell |
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|
2024
Q3 | $17.6M | Buy |
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|
2024
Q2 | $16.4M | Buy |
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|
2024
Q1 | $9.2M | Buy |
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|
2023
Q4 | $7.35M | Buy |
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|
2023
Q3 | $5.51M | Buy |
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|
2023
Q2 | $5.5M | Buy |
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|
2023
Q1 | $4.95M | Buy |
|
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|
2022
Q4 | $3.12M | Buy |
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|
2022
Q3 | $3.26M | Buy |
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|
2022
Q2 | $3.7M | Buy |
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|
2022
Q1 | $4.05M | Buy |
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|
2021
Q4 | $4.33M | Buy |
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|
2021
Q3 | $4.07M | Buy |
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|
2021
Q2 | $3.56M | Buy |
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|
2021
Q1 | $2.63M | Buy |
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|
2020
Q4 | $2.11M | Buy |
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|
2020
Q3 | $742K | Buy |
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|
2020
Q2 | $397K | Buy |
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