BEI
Benjamin Edwards Inc’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Buy |
71,019
+20,063
| +39% | +$5.47M | 0.25% | 104 |
|
|
2025
Q1 | $13.7M | Buy |
50,956
+4,621
| +10% | +$1.24M | 0.19% | 127 |
|
|
2024
Q4 | $15.5M | Buy |
46,335
+1,921
| +4% | +$642K | 0.22% | 117 |
|
|
2024
Q3 | $12.2M | Buy |
44,414
+43,322
| +3,967% | +$11.9M | 0.18% | 143 |
|
|
2024
Q2 | $281K | Sell |
1,092
-68
| -6% | -$17.5K | 0.05% | 300 |
|
|
2024
Q1 | $349K | Buy |
1,160
+81
| +8% | +$24.4K | 0.07% | 261 |
|
|
2023
Q4 | $284K | Buy |
1,079
+24
| +2% | +$6.32K | 0.06% | 264 |
|
|
2023
Q3 | $214K | Sell |
1,055
-205
| -16% | -$41.6K | 0.05% | 268 |
|
|
2023
Q2 | $266K | Sell |
1,260
-309
| -20% | -$65.2K | 0.06% | 240 |
|
|
2023
Q1 | $313K | Buy |
1,569
+509
| +48% | +$102K | 0.08% | 218 |
|
|
2022
Q4 | $141K | Buy |
1,060
+45
| +4% | +$5.99K | 0.04% | 307 |
|
|
2022
Q3 | $146K | Sell |
1,015
-322
| -24% | -$46.3K | 0.04% | 289 |
|
|
2022
Q2 | $221K | Sell |
1,337
-765
| -36% | -$126K | 0.06% | 250 |
|
|
2022
Q1 | $446K | Buy |
2,102
+551
| +36% | +$117K | 0.13% | 180 |
|
|
2021
Q4 | $394K | Buy |
+1,551
| New | +$394K | 0.13% | 174 |
|
|
2020
Q3 | – | Sell |
-74
| Closed | -$14K | – | 358 |
|
|
2020
Q2 | $14K | Hold |
74
| – | – | 0.01% | 275 |
|
|
2020
Q1 | $11K | Sell |
74
-56
| -43% | -$8.32K | 0.01% | 275 |
|
|
2019
Q4 | $21K | Buy |
130
+32
| +33% | +$5.17K | 0.04% | 169 |
|
|
2019
Q3 | $15K | Hold |
98
| – | – | 0.03% | 186 |
|
|
2019
Q2 | $15K | Buy |
98
+45
| +85% | +$6.89K | 0.04% | 181 |
|
|
2019
Q1 | $8K | Buy |
+53
| New | +$8K | 0.04% | 215 |
|