B
Bellecapital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Sell |
2,391
-175
| -7% | -$47.7K | 0.12% | 69 |
|
|
2025
Q1 | $689K | Buy |
2,566
+1,253
| +95% | +$336K | 0.14% | 67 |
|
|
2024
Q4 | $439K | Sell |
1,313
-46
| -3% | -$15.4K | 0.08% | 91 |
|
|
2024
Q3 | $372K | Hold |
1,359
| – | – | 0.07% | 108 |
|
|
2024
Q2 | $349K | Buy |
1,359
+135
| +11% | +$34.7K | 0.07% | 116 |
|
|
2024
Q1 | $369K | Hold |
1,224
| – | – | 0.08% | 118 |
|
|
2023
Q4 | $322K | Sell |
1,224
-13
| -1% | -$3.42K | 0.07% | 121 |
|
|
2023
Q3 | $251K | Buy |
1,237
+13
| +1% | +$2.64K | 0.06% | 142 |
|
|
2023
Q2 | $259K | Sell |
1,224
-2,008
| -62% | -$424K | 0.06% | 142 |
|
|
2023
Q1 | $646K | Buy |
3,232
+172
| +6% | +$34.4K | 0.16% | 93 |
|
|
2022
Q4 | $406K | Buy |
3,060
+76
| +3% | +$10.1K | 0.11% | 119 |
|
|
2022
Q3 | $429K | Buy |
2,984
+363
| +14% | +$52.2K | 0.13% | 112 |
|
|
2022
Q2 | $433K | Buy |
2,621
+272
| +12% | +$44.9K | 0.12% | 125 |
|
|
2022
Q1 | $499K | Sell |
2,349
-560
| -19% | -$119K | 0.16% | 115 |
|
|
2021
Q4 | $739K | Sell |
2,909
-85
| -3% | -$21.6K | 0.21% | 85 |
|
|
2021
Q3 | $812K | Buy |
2,994
+39
| +1% | +$10.6K | 0.25% | 81 |
|
|
2021
Q2 | $722K | Buy |
2,955
+91
| +3% | +$22.2K | 0.22% | 86 |
|
|
2021
Q1 | $607K | Buy |
2,864
+1,956
| +215% | +$415K | 0.19% | 91 |
|
|
2020
Q4 | $202K | Buy |
+908
| New | +$202K | 0.07% | 174 |
|
|
2020
Q3 | – | Sell |
-22,208
| Closed | -$4.16M | – | 163 |
|
|
2020
Q2 | $4.16M | Buy |
22,208
+3,076
| +16% | +$576K | 1.95% | 17 |
|
|
2020
Q1 | $2.76M | Buy |
19,132
+2,508
| +15% | +$361K | 1.76% | 17 |
|
|
2019
Q4 | $2.7M | Buy |
16,624
+674
| +4% | +$110K | 1.39% | 21 |
|
|
2019
Q3 | $2.37M | Sell |
15,950
-308
| -2% | -$45.7K | 1.42% | 20 |
|
|
2019
Q2 | $2.47M | Buy |
16,258
+26
| +0.2% | +$3.95K | 1.53% | 20 |
|
|
2019
Q1 | $2.57M | Sell |
16,232
-91
| -0.6% | -$14.4K | 1.64% | 20 |
|
|
2018
Q4 | $2.24M | Buy |
16,323
+1,428
| +10% | +$196K | 1.59% | 22 |
|
|
2018
Q3 | $2.37M | Buy |
+14,895
| New | +$2.37M | 1.55% | 22 |
|