Berkeley Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
1,540
-51
| -3% | -$13.9K | 0.11% | 128 |
|
|
2025
Q1 | $427K | Buy |
1,591
+67
| +4% | +$18K | 0.12% | 123 |
|
|
2024
Q4 | $510K | Buy |
1,524
+214
| +16% | +$71.5K | 0.14% | 115 |
|
|
2024
Q3 | $359K | Hold |
1,310
| – | – | 0.1% | 136 |
|
|
2024
Q2 | $337K | Sell |
1,310
-93
| -7% | -$23.9K | 0.1% | 137 |
|
|
2024
Q1 | $423K | Buy |
1,403
+5
| +0.4% | +$1.51K | 0.13% | 124 |
|
|
2023
Q4 | $368K | Buy |
1,398
+11
| +0.8% | +$2.9K | 0.12% | 125 |
|
|
2023
Q3 | $281K | Buy |
1,387
+7
| +0.5% | +$1.42K | 0.1% | 129 |
|
|
2023
Q2 | $292K | Buy |
1,380
+36
| +3% | +$7.61K | 0.1% | 126 |
|
|
2023
Q1 | $269K | Buy |
+1,344
| New | +$269K | 0.1% | 127 |
|
|
2022
Q2 | – | Sell |
-1,353
| Closed | -$287K | – | 142 |
|
|
2022
Q1 | $287K | Buy |
1,353
+167
| +14% | +$35.4K | 0.11% | 127 |
|
|
2021
Q4 | $301K | Buy |
1,186
+177
| +18% | +$44.9K | 0.12% | 110 |
|
|
2021
Q3 | $274K | Buy |
1,009
+57
| +6% | +$15.5K | 0.13% | 105 |
|
|
2021
Q2 | $233K | Buy |
+952
| New | +$233K | 0.1% | 127 |
|
|
2020
Q4 | – | Sell |
-1,059
| Closed | -$266K | – | 116 |
|
|
2020
Q3 | $266K | Buy |
+1,059
| New | +$266K | 0.16% | 83 |
|
|
2017
Q2 | – | Sell |
-3,672
| Closed | -$264K | – | 114 |
|
|
2017
Q1 | $264K | Sell |
3,672
-545
| -13% | -$39.2K | 0.18% | 105 |
|
|
2016
Q4 | $256K | Buy |
4,217
+543
| +15% | +$33K | 0.18% | 98 |
|
|
2016
Q3 | $228K | Buy |
+3,674
| New | +$228K | 0.16% | 100 |
|