Bell Investment Advisors’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 | $130K | Buy |
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|
2025
Q1 | $124K | Buy |
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|
2024
Q4 | $154K | Buy |
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|
2024
Q3 | $126K | Sell |
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|
2024
Q2 | $120K | Buy |
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|
2024
Q1 | $138K | Buy |
|
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|
2023
Q4 | $118K | Sell |
|
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|
2023
Q3 | $91.7K | Buy |
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|
2023
Q2 | $93.6K | Buy |
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|
2023
Q1 | $85.5K | Buy |
|
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|
2022
Q4 | $41.5K | Sell |
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|
2022
Q3 | $47K | Sell |
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|
2022
Q2 | $69K | Buy |
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|
2021
Q4 | $107K | Buy |
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|
2021
Q3 | $113K | Buy |
|