Berger Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Sell |
2,141
-132
| -6% | -$36K | 0.04% | 249 |
|
|
2025
Q1 | $610K | Buy |
2,273
+28
| +1% | +$7.52K | 0.04% | 236 |
|
|
2024
Q4 | $750K | Sell |
2,245
-22
| -1% | -$7.36K | 0.05% | 204 |
|
|
2024
Q3 | $621K | Buy |
2,267
+116
| +5% | +$31.8K | 0.04% | 207 |
|
|
2024
Q2 | $553K | Buy |
2,151
+449
| +26% | +$115K | 0.04% | 202 |
|
|
2024
Q1 | $513K | Sell |
1,702
-56
| -3% | -$16.9K | 0.04% | 204 |
|
|
2023
Q4 | $463K | Sell |
1,758
-89
| -5% | -$23.4K | 0.05% | 171 |
|
|
2023
Q3 | $375K | Buy |
1,847
+20
| +1% | +$4.06K | 0.04% | 181 |
|
|
2023
Q2 | $386K | Sell |
1,827
-140
| -7% | -$29.6K | 0.04% | 187 |
|
|
2023
Q1 | $393K | Buy |
+1,967
| New | +$393K | 0.05% | 177 |
|
|
2022
Q4 | – | Sell |
-1,497
| Closed | -$215K | – | 261 |
|
|
2022
Q3 | $215K | Sell |
1,497
-42
| -3% | -$6.03K | 0.03% | 223 |
|
|
2022
Q2 | $254K | Buy |
1,539
+98
| +7% | +$16.2K | 0.04% | 206 |
|
|
2022
Q1 | $306K | Buy |
1,441
+492
| +52% | +$104K | 0.04% | 207 |
|
|
2021
Q4 | $241K | Buy |
+949
| New | +$241K | 0.03% | 232 |
|