BIA
Benchmark Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.08M | Buy |
4,025
+2,905
| +259% | +$780K | 0.7% | 39 |
|
|
2024
Q4 | $374K | Sell |
1,120
-10
| -0.9% | -$3.34K | 0.24% | 65 |
|
|
2024
Q3 | $309K | Buy |
1,130
+5
| +0.4% | +$1.37K | 0.22% | 67 |
|
|
2024
Q2 | $289K | Hold |
1,125
| – | – | 0.21% | 75 |
|
|
2024
Q1 | $339K | Sell |
1,125
-178
| -14% | -$53.6K | 0.27% | 71 |
|
|
2023
Q4 | $343K | Buy |
+1,303
| New | +$343K | 0.32% | 65 |
|
|
2023
Q1 | – | Sell |
-3,985
| Closed | -$528K | – | 90 |
|
|
2022
Q4 | $528K | Sell |
3,985
-920
| -19% | -$122K | 0.56% | 53 |
|
|
2022
Q3 | $706K | Buy |
4,905
+2,225
| +83% | +$320K | 0.76% | 45 |
|
|
2022
Q2 | $442K | Sell |
2,680
-514
| -16% | -$84.8K | 0.46% | 66 |
|
|
2022
Q1 | $678K | Buy |
3,194
+90
| +3% | +$19.1K | 0.51% | 52 |
|
|
2021
Q4 | $789K | Buy |
+3,104
| New | +$789K | 0.65% | 48 |
|