BA
Bellwether Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.1K | Buy |
180
+119
| +195% | +$32.5K | 0.01% | 224 |
|
|
2025
Q1 | $16.4K | Hold |
61
| – | – | ﹤0.01% | 289 |
|
|
2024
Q4 | $20.4K | Buy |
+61
| New | +$20.4K | ﹤0.01% | 280 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 502 |
|
|
2022
Q4 | – | Sell |
-111
| Closed | -$15K | – | 472 |
|
|
2022
Q3 | $15K | Buy |
111
+108
| +3,600% | +$14.6K | ﹤0.01% | 236 |
|
|
2022
Q2 | $0 | Sell |
3
-32
| -91% | – | ﹤0.01% | 439 |
|
|
2022
Q1 | $7K | Buy |
35
+3
| +9% | +$600 | ﹤0.01% | 328 |
|
|
2021
Q4 | $8K | Hold |
32
| – | – | ﹤0.01% | 349 |
|
|
2021
Q3 | $8K | Buy |
+32
| New | +$8K | ﹤0.01% | 322 |
|