BFSG LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.7K | Sell |
362
-3,436
| -90% | -$937K | 0.01% | 327 |
|
|
2025
Q1 | $1.02M | Sell |
3,798
-104
| -3% | -$27.9K | 0.12% | 152 |
|
|
2024
Q4 | $1.3M | Sell |
3,902
-152
| -4% | -$50.8K | 0.15% | 138 |
|
|
2024
Q3 | $1.11M | Buy |
4,054
+183
| +5% | +$50.1K | 0.13% | 145 |
|
|
2024
Q2 | $995K | Sell |
3,871
-19
| -0.5% | -$4.89K | 0.13% | 148 |
|
|
2024
Q1 | $1.17M | Sell |
3,890
-176
| -4% | -$53K | 0.15% | 132 |
|
|
2023
Q4 | $1.07M | Sell |
4,066
-246
| -6% | -$64.7K | 0.16% | 133 |
|
|
2023
Q3 | $874K | Sell |
4,312
-155
| -3% | -$31.4K | 0.14% | 143 |
|
|
2023
Q2 | $944K | Buy |
4,467
+167
| +4% | +$35.3K | 0.16% | 136 |
|
|
2023
Q1 | $859K | Buy |
+4,300
| New | +$859K | 0.16% | 136 |
|
|
2022
Q1 | – | Sell |
-15,940
| Closed | -$4.05M | – | 206 |
|
|
2021
Q4 | $4.05M | Buy |
15,940
+465
| +3% | +$118K | 0.56% | 61 |
|
|
2021
Q3 | $4.2M | Buy |
15,475
+735
| +5% | +$199K | 0.64% | 52 |
|
|
2021
Q2 | $3.6M | Buy |
14,740
+1,110
| +8% | +$271K | 0.65% | 54 |
|
|
2021
Q1 | $2.89M | Buy |
13,630
+215
| +2% | +$45.6K | 0.47% | 70 |
|
|
2020
Q4 | $2.99M | Buy |
13,415
+1,095
| +9% | +$244K | 0.5% | 62 |
|
|
2020
Q3 | $3.1M | Buy |
12,320
+1,200
| +11% | +$302K | 0.58% | 55 |
|
|
2020
Q2 | $2.08M | Buy |
11,120
+530
| +5% | +$99.3K | 0.45% | 69 |
|
|
2020
Q1 | $1.53M | Buy |
10,590
+35
| +0.3% | +$5.04K | 0.39% | 78 |
|
|
2019
Q4 | $1.72M | Buy |
+10,555
| New | +$1.72M | 0.32% | 91 |
|
|
2018
Q4 | – | Sell |
-4,291
| Closed | -$682K | – | 99 |
|
|
2018
Q3 | $682K | Buy |
4,291
+147
| +4% | +$23.4K | 0.29% | 69 |
|
|
2018
Q2 | $565K | Buy |
+4,144
| New | +$565K | 0.25% | 77 |
|