BIA
Bell Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Buy |
477
+15
| +3% | +$4.09K | 0.02% | 145 |
|
|
2025
Q1 | $124K | Buy |
462
+2
| +0.4% | +$537 | 0.02% | 131 |
|
|
2024
Q4 | $154K | Buy |
460
+1
| +0.2% | +$334 | 0.03% | 119 |
|
|
2024
Q3 | $126K | Sell |
459
-7
| -2% | -$1.92K | 0.02% | 127 |
|
|
2024
Q2 | $120K | Buy |
466
+9
| +2% | +$2.31K | 0.02% | 130 |
|
|
2024
Q1 | $138K | Buy |
457
+7
| +2% | +$2.11K | 0.03% | 119 |
|
|
2023
Q4 | $118K | Sell |
450
-2
| -0.4% | -$526 | 0.02% | 123 |
|
|
2023
Q3 | $91.7K | Buy |
452
+9
| +2% | +$1.83K | 0.02% | 127 |
|
|
2023
Q2 | $93.6K | Buy |
443
+15
| +4% | +$3.17K | 0.02% | 117 |
|
|
2023
Q1 | $85.5K | Buy |
428
+115
| +37% | +$23K | 0.02% | 113 |
|
|
2022
Q4 | $41.5K | Sell |
313
-11
| -3% | -$1.46K | 0.01% | 189 |
|
|
2022
Q3 | $47K | Sell |
324
-97
| -23% | -$14.1K | 0.01% | 141 |
|
|
2022
Q2 | $69K | Buy |
+421
| New | +$69K | 0.02% | 106 |
|
|
2021
Q4 | $107K | Buy |
423
+7
| +2% | +$1.77K | 0.03% | 102 |
|
|
2021
Q3 | $113K | Buy |
+416
| New | +$113K | 0.03% | 93 |
|